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Capital Southwest
CSWC

74 hedge funds and large institutions have $248M invested in Capital Southwest in 2013 Q2 according to their latest regulatory filings, with 74 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+74
Holders Change %
–
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.35M +$1.26M +106,781 New
Wells Fargo
27
Wells Fargo
California
$1.1M +$1.03M +87,168 New
BCM
28
Bares Capital Management
Texas
$1.09M +$1.01M +85,959 New
ACI
29
AMP Capital Investors
Australia
$884K +$830K +70,497 New
SO
30
STRS Ohio
Ohio
$882K +$821K +69,734 New
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$808K +$752K +63,872 New
AllianceBernstein
32
AllianceBernstein
Tennessee
$758K +$705K +59,895 New
Charles Schwab
33
Charles Schwab
California
$670K +$616K +52,301 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$654K +$609K +51,734 New
TA
35
Teachers Advisors
New York
$613K +$571K +48,476 New
SBH
36
Segall Bryant & Hamill
Illinois
$551K +$513K +43,584 New
BA
37
BlackRock Advisors
Delaware
$536K +$499K +42,342 New
VOYA Investment Management
38
VOYA Investment Management
Georgia
$513K +$477K +40,533 New
HC
39
Highmount Capital
New York
$505K +$470K +39,901 New
WS
40
Wedbush Securities
California
$419K +$390K +33,102 New
JP Morgan Chase
41
JP Morgan Chase
New York
$411K +$383K +32,492 New
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$395K +$367K +31,206 New
Deutsche Bank
43
Deutsche Bank
Germany
$393K +$367K +31,206 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$386K +$359K +30,509 New
NFA
45
Nationwide Fund Advisors
Ohio
$375K +$349K +29,670 New
SCM
46
Sterling Capital Management
North Carolina
$349K +$325K +27,589 New
PAM
47
Panagora Asset Management
Massachusetts
$332K +$309K +26,270 New
Fisher Asset Management
48
Fisher Asset Management
Washington
$331K +$308K +26,150 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$323K +$301K +25,529 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$299K +$278K +23,633 New
1
2
3

CSWC Hedge Fund Activity: Q2 2013 in Review

74 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2013, worth a combined $248M.

Buyers outnumbered sellers: 74 funds opened new CSWC positions and 0 closed out — a net gain of 74 holders — while 0 added to existing stakes and 0 trimmed.

  • 74 institutional investors held Capital Southwest (CSWC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $248M of Capital Southwest stock for Q2 2013.
  • 74 funds opened new Capital Southwest positions in Q2 2013 and 0 closed out, a net change of +74 holders.

Based on aggregated 13F filings for Q2 2013.