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Capital Southwest
CSWC

Overview Fund Activity

63 hedge funds and large institutions have $193M invested in Capital Southwest in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
19
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.19M
2
SMH
2
Sanders Morris Harris
Texas
$19.2M
3
AG
3
Advisor Group
Arizona
$1.81M
4
NA
4
Navellier & Associates
Nevada
$2.98M
5
BCM
5
Brasada Capital Management
Texas
$1.57M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$14.4M
2
RRAM
2
River Road Asset Management
Kentucky
$12.6M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$31.5M
4
MCP
4
Moab Capital Partners
New York
$20.6M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
26
Sumitomo Mitsui DS Asset Management
Japan
$895K -$54.3K -2,581 -6%
Wells Fargo
27
Wells Fargo
California
$836K -$235K -11,154 -22%
Morgan Stanley
28
Morgan Stanley
New York
$741K -$884K -42,018 -54%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$737K +$698K +33,184 +1,805%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$648K +$222K +10,540 +52%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$606K +$63 +3 +0%
Creative Planning
32
Creative Planning
Kansas
$432K – – –
BA
33
Bard Associates
Illinois
$408K – – –
WS
34
Wedbush Securities
California
$395K +$31.5K +1,500 +9%
HKAM
35
Horizon Kinetics Asset Management
New York
$393K +$393K +18,700 New
OAM
36
Oxford Asset Management
United Kingdom
$382K +$121K +5,751 +46%
WGA
37
Weather Gauge Advisory
Virginia
$358K +$4.06K +193 +1%
GIM
38
Greenwich Investment Management
Connecticut
$331K -$13.7K -650 -4%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$323K +$87.9K +4,178 +37%
Two Sigma Investments
40
Two Sigma Investments
New York
$313K -$155K -7,372 -33%
Citadel Advisors
41
Citadel Advisors
Florida
$296K +$296K +14,059 New
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$264K +$264K +12,525 New
EGA
43
Eagle Global Advisors
Texas
$255K -$21.7K -1,030 -8%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$253K +$17K +805 +7%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$243K – – –
SGAM
46
Steinberg Global Asset Management
Florida
$239K +$239K +11,370 New
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$231K – – –
SBH
48
Segall Bryant & Hamill
Illinois
$226K – – –
Brown Advisory
49
Brown Advisory
Maryland
$225K – – –
FNC
50
First National Corp
Massachusetts
$112K +$967 +46 +0.9%
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