Swiss Helvetia Fund
40 hedge funds and large institutions have $39.1M invested in Swiss Helvetia Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
230% more capital inflows, than outflows
Capital inflows: $7.76M | Capital outflows: $2.35M
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
14% more funds holding
Funds holding: 35 → 40 (+5)
5.01% more ownership
Funds ownership: 30.04% → 35.05% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$625K |
| 3 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$589K |
| 4 |
Karpus Investment Management
Pittsford,
New York
|
+$410K |
| 5 |
Lazard Asset Management
New York
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bulldog Investors
Saddle Brook,
New Jersey
|
-$757K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$662K |
| 3 |
Matisse Capital
Portland,
Oregon
|
-$487K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$168K |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
-$128K |
SWZ Hedge Fund Activity: Q4 2019 in Review
40 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q4 2019, worth a combined $39.1M — up 22% from $32M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SWZ positions and 1 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.21M. The largest seller was Bulldog Investors, cutting an estimated $757K.
- 40 institutional investors held Swiss Helvetia Fund (SWZ) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $39.1M of Swiss Helvetia Fund stock for Q4 2019, up 22% quarter-over-quarter.
- 7 funds opened new Swiss Helvetia Fund positions in Q4 2019 and 1 closed out, a net change of +6 holders.
- The largest Swiss Helvetia Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $3.21M added.
- The largest Swiss Helvetia Fund seller in Q4 2019 was Bulldog Investors, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2019.