SWZ
Swiss Helvetia Fund
58 hedge funds and large institutions have $163M invested in Swiss Helvetia Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 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 funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
0.22% less ownership
Funds ownership: 57.07% → 56.85% (-0.22%)
5% less capital invested
Capital invested by funds: $172M → $163M (-$8.61M)
Holders
58
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.51M | |
| 2 | +$2.16M | |
| 3 | +$1.24M | |
| 4 |
ICM
Ionic Capital Management
New York
|
+$1.22M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$829K |
Top Sellers
| 1 | -$4.54M | |
| 2 | -$2.94M | |
| 3 | -$2.83M | |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$276K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$195K |