Swiss Helvetia Fund
33 hedge funds and large institutions have $43.8M invested in Swiss Helvetia Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
10% more capital invested
Capital invested by funds: $39.9M → $43.8M (+$3.93M)
0.95% more ownership
Funds ownership: 40.18% → 41.13% (+0.95%)
0% more funds holding
Funds holding: 33 → 33 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.18M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$228K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$127K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$482K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$154K |
| 3 |
Lazard Asset Management
New York
|
-$98.2K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$93.6K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$87.8K |
SWZ Hedge Fund Activity: Q4 2023 in Review
33 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Swiss Helvetia Fund (SWZ) for Q4 2023, worth a combined $43.8M — up 9.8% from $39.9M a quarter earlier.
Fund positioning in SWZ was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 10 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.18M. The largest seller was Atlas Wealth, exiting entirely with an estimated $482K sold.
- 33 institutional investors held Swiss Helvetia Fund (SWZ) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $43.8M of Swiss Helvetia Fund stock for Q4 2023, up 9.8% quarter-over-quarter.
- 3 funds opened new Swiss Helvetia Fund positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Swiss Helvetia Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $1.18M added.
- The largest Swiss Helvetia Fund seller in Q4 2023 was Atlas Wealth, an estimated $482K sold.
Based on aggregated 13F filings for Q4 2023.