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SWZ

Swiss Helvetia Fund
SWZ

49 hedge funds and large institutions have $191M invested in Swiss Helvetia Fund in 2013 Q2 according to their latest regulatory filings, with 49 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49.99% more ownership

Funds ownership: 0% → 49.99% (+50%)

Holders
49
Holders Change
+49
Holders Change %
–
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$255K +$259K +20,679 New
BC
27
Bartlett & Co
Ohio
$241K +$244K +19,551 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$214K +$218K +17,405 New
Truist Financial
29
Truist Financial
North Carolina
$203K +$206K +16,495 New
TAM
30
Tocqueville Asset Management
New York
$188K +$190K +15,229 New
GCAC
31
Guardian Capital Advisors (Canada)
Ontario, Canada
$165K +$176K +14,091 New
KCG
32
Knight Capital Group
$156K +$158K +12,668 New
CAN
33
Cetera Advisor Networks
California
$154K +$156K +12,487 New
AP
34
Advisor Partners
California
$149K +$151K +12,059 New
WSFS
35
Wilmington Savings Fund Society
Delaware
$145K +$147K +11,771 New
SCM
36
SOL Capital Management
Maryland
$141K +$144K +11,477 New
SSWM
37
Smith Salley Wealth Management
North Carolina
$137K +$139K +11,083 New
LPL Financial
38
LPL Financial
California
$133K +$135K +10,830 New
First Manhattan
39
First Manhattan
New York
$125K +$124K +9,909 New
GFM
40
Gramercy Funds Management
Connecticut
$86K +$87.5K +7,000 New
Barclays
41
Barclays
United Kingdom
$67K +$68.4K +5,466 New
Citigroup
42
Citigroup
New York
$42K +$42.5K +3,396 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$30K +$30K +2,402 New
Ameriprise
44
Ameriprise
Minnesota
$23K +$23.8K +1,901 New
CFSG
45
Community Financial Services Group
Vermont
$20K +$20.5K +1,640 New
DBT
46
Dubuque Bank & Trust
Iowa
$15K +$15.1K +1,211 New
US Bancorp
47
US Bancorp
Minnesota
$9K +$9.09K +727 New
TF
48
Tompkins Financial
New York
$4K +$3.75K +300 New
TRCT
49
Tower Research Capital (TRC)
New York
$2K +$1.59K +127 New
1
2

SWZ Hedge Fund Activity: Q2 2013 in Review

49 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q2 2013, worth a combined $191M.

Buyers outnumbered sellers: 49 funds opened new SWZ positions and 0 closed out — a net gain of 49 holders — while 0 added to existing stakes and 0 trimmed.

  • 49 institutional investors held Swiss Helvetia Fund (SWZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $191M of Swiss Helvetia Fund stock for Q2 2013.
  • 49 funds opened new Swiss Helvetia Fund positions in Q2 2013 and 0 closed out, a net change of +49 holders.

Based on aggregated 13F filings for Q2 2013.