SWZ
Swiss Helvetia Fund
51 hedge funds and large institutions have $147M invested in Swiss Helvetia Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
2% less funds holding
Funds holding: 52 → 51 (-1)
10% less capital invested
Capital invested by funds: $163M → $147M (-$16.1M)
Holders
51
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.39M | |
| 2 | +$5.07M | |
| 3 | +$1.43M | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.22M |
| 5 |
SG Americas Securities
New York
|
+$347K |
Top Sellers
| 1 | -$1.84M | |
| 2 | -$1.58M | |
| 3 | -$553K | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$242K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$212K |