First Trust Switzerland AlphaDEX Fund
18 hedge funds and large institutions have $37.3M invested in First Trust Switzerland AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 0 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
80% more funds holding
Funds holding: 10 → 18 (+8)
44% more capital invested
Capital invested by funds: $25.9M → $37.3M (+$11.5M)
2.21% more ownership
Funds ownership: 70.16% → 72.38% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.09M |
| 2 |
Morgan Stanley
New York
|
+$4M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.5M |
| 4 |
Jane Street
New York
|
+$1.43M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$771K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.63M |
FSZ Hedge Fund Activity: Q2 2014 in Review
18 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2014, worth a combined $37.3M — up 44% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSZ positions and 0 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Atwood & Palmer, opening a new position worth an estimated $4.09M. The largest seller was Susquehanna International Group, cutting an estimated $2.63M.
- 18 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2014, up from 10 in Q1 2014.
- Funds reported $37.3M of First Trust Switzerland AlphaDEX Fund stock for Q2 2014, up 44% quarter-over-quarter.
- 8 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2014 and 0 closed out, a net change of +8 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2014 was Atwood & Palmer, an estimated $4.09M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2014 was Susquehanna International Group, an estimated $2.63M sold.
Based on aggregated 13F filings for Q2 2014.