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Capital Southwest

82 hedge funds and large institutions have $279M invested in Capital Southwest in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
28
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Harris Associates
26
Harris Associates
Illinois
$1.6M -$333K -26,150 -17%
Goldman Sachs
27
Goldman Sachs
New York
$1.53M +$88.9K +6,976 +6%
BCM
28
Bridgeway Capital Management
Texas
$1.36M -$8.68K -681 -0.6%
ZCM
29
Zebra Capital Management
Connecticut
$1.33M +$688K +53,963 +106%
PAM
30
Panagora Asset Management
Massachusetts
$1.19M -$6.42K -504 -0.5%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.1M -$3.4M -266,472 -76%
BCM
32
Bares Capital Management
Texas
$1.06M -$37.9K -2,975 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$928K +$928K +72,813 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$847K
TA
35
Teachers Advisors
New York
$694K
Charles Schwab
36
Charles Schwab
California
$667K
AllianceBernstein
37
AllianceBernstein
Tennessee
$636K -$76.3K -5,993 -11%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$595K -$20K -1,569 -3%
CS
39
Credit Suisse
Switzerland
$595K +$294K +23,048 +97%
Morgan Stanley
40
Morgan Stanley
New York
$564K -$1.37M -107,808 -71%
SBH
41
Segall Bryant & Hamill
Illinois
$556K
WS
42
Wedbush Securities
California
$550K
TC
43
TFS Capital
Pennsylvania
$542K -$542K -42,497 -50%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$517K
HC
45
Highmount Capital
New York
$509K
SO
46
STRS Ohio
Ohio
$487K -$312K -24,472 -39%
ProShare Advisors
47
ProShare Advisors
Maryland
$473K +$473K +37,109 New
NFA
48
Nationwide Fund Advisors
Ohio
$442K -$8.79K -689 -2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$431K +$431K +33,843 New
Geode Capital Management
50
Geode Capital Management
Massachusetts
$427K +$19.6K +1,537 +5%