SWZ
Swiss Helvetia Fund
35 hedge funds and large institutions have $27.2M invested in Swiss Helvetia Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $32K | +$2.85K | +361 | +10% |
|
27
JPMorgan Chase & Co
New York
| $20K | – | – | – |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $14.4K | – | – | – |
|
|
BCWM
29
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $2.43K | – | – | – |
|
|
BC
30
Bartlett & Co
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
BI
32
Bulldog Investors
Saddle Brook,
New Jersey
| $1.24K | – | – | – |
|
|
W
33
WealthStone
Columbus,
Ohio
| $1.21K | +$1.21K | +153 | New |
|
34
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
RFC
35
Regions Financial Corp
Birmingham,
Alabama
| – | -$14K | -1,787 | Closed |
|
|
NSIM
36
North Star Investment Management
Chicago,
Illinois
| – | -$11K | -1,448 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$1K | -129 | Closed |
|