First Trust Switzerland AlphaDEX Fund
13 hedge funds and large institutions have $18.8M invested in First Trust Switzerland AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
27% more capital invested
Capital invested by funds: $14.8M → $18.8M (+$4.03M)
18% more funds holding
Funds holding: 11 → 13 (+2)
0.34% less ownership
Funds ownership: 70.62% → 70.28% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.46M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.76M |
| 3 |
JP Morgan Chase
New York
|
+$890K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$209K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.8M |
| 2 |
Jane Street
New York
|
-$1.07M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$37.9K |
FSZ Hedge Fund Activity: Q4 2013 in Review
13 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2013, worth a combined $18.8M — up 27% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSZ positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Susquehanna International Group, cutting an estimated $2.8M.
- 13 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2013, up from 11 in Q3 2013.
- Funds reported $18.8M of First Trust Switzerland AlphaDEX Fund stock for Q4 2013, up 27% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2013 was Morgan Stanley, an estimated $3.46M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2013 was Susquehanna International Group, an estimated $2.8M sold.
Based on aggregated 13F filings for Q4 2013.