SWZ
Swiss Helvetia Fund
51 hedge funds and large institutions have $169M invested in Swiss Helvetia Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 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: →
less ownership
Funds ownership: →
21% less capital invested
Capital invested by funds: $214M → $169M (-$45.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
51
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.68M | |
| 2 | +$934K | |
| 3 | +$717K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$713K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$368K |
Top Sellers
| 1 | -$23.1M | |
| 2 | -$16.8M | |
| 3 | -$5.07M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.19M |
| 5 |
DMAM
Del Mar Asset Management
New York
|
-$2.67M |