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Capital Southwest

59 hedge funds and large institutions have $377M invested in Capital Southwest in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% less funds holding

Funds holding: 6359 (-4)

16% less capital invested

Capital invested by funds: $446M → $377M (-$69.3M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
8
Increased
9
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
26
1ST Source Bank
Indiana
$1.09M
HK
27
Horizon Kinetics
New York
$1M -$192K -10,896 -16%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$939K -$213K -12,081 -18%
CC
29
Cannell Capital
Wyoming
$884K
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$837K
WS
31
Wedbush Securities
California
$770K
SGAM
32
Steinberg Global Asset Management
Florida
$710K -$950 -54 -0.1%
Brown Advisory
33
Brown Advisory
Maryland
$694K +$702K +39,901 New
GCP
34
GSA Capital Partners
United Kingdom
$654K +$66.5K +3,776 +4%
EHC
35
Everett Harris & Co
California
$643K -$12K -681 -2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$547K -$77K -4,374 -12%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$545K -$95.9K -5,448 -15%
Goldman Sachs
38
Goldman Sachs
New York
$510K -$23.1K -1,310 -4%
SBH
39
Segall Bryant & Hamill
Illinois
$505K
Citigroup
40
Citigroup
New York
$430K +$58.8K +3,342 +16%
WKWM
41
Walter & Keenan Wealth Management
Indiana
$427K
Bank of America
42
Bank of America
North Carolina
$407K
JC
43
JBF Capital
Colorado
$354K +$358K +20,367 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$249K -$5.75K -327 -2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$246K +$249K +14,121 New
Northern Trust
46
Northern Trust
Illinois
$241K -$828K -47,076 -77%
AG
47
Aperio Group
California
$239K -$36.4K -2,070 -13%
State Street
48
State Street
Massachusetts
$226K
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
NFA
50
Nationwide Fund Advisors
Ohio
$66K -$4.79K -272 -7%

CSWC Hedge Fund Activity: Q3 2015 in Review

59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q3 2015, worth a combined $377M — down 16% from $446M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CSWC and 8 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 9 added.

The largest buyer was Newtyn Management, opening a new position worth an estimated $13.5M. The largest seller was River Road Asset Management, cutting an estimated $8.94M.

  • 59 institutional investors held Capital Southwest (CSWC) as of Q3 2015, down from 63 in Q2 2015.
  • Funds reported $377M of Capital Southwest stock for Q3 2015, down 16% quarter-over-quarter.
  • 8 funds opened new Capital Southwest positions in Q3 2015 and 11 closed out, a net change of -3 holders.
  • The largest Capital Southwest buyer in Q3 2015 was Newtyn Management, an estimated $13.5M added.
  • The largest Capital Southwest seller in Q3 2015 was River Road Asset Management, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2015.