SWZ
Swiss Helvetia Fund
48 hedge funds and large institutions have $214M invested in Swiss Helvetia Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $209M → $214M (+$4.95M)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Holders
48
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.01M | |
| 2 | +$2.67M | |
| 3 | +$2.25M | |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$807K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$424K |
Top Sellers
| 1 | -$837K | |
| 2 | -$763K | |
| 3 | -$523K | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$413K |
| 5 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$360K |