SWZ
Swiss Helvetia Fund
59 hedge funds and large institutions have $160M invested in Swiss Helvetia Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
3% less capital invested
Capital invested by funds: $165M → $160M (-$4.14M)
Holders
59
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$972K | |
| 2 | +$733K | |
| 3 | +$638K | |
| 4 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$628K |
| 5 |
Citigroup
New York
|
+$478K |
Top Sellers
| 1 | -$1.12M | |
| 2 | -$760K | |
| 3 | -$305K | |
| 4 |
Morgan Stanley
New York
|
-$300K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$297K |