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Capital Southwest
CSWC

Overview Fund Activity

66 hedge funds and large institutions have $179M invested in Capital Southwest in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
16
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.34M
2
VEA
2
Virtus ETF Advisers
New York
$2.12M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$1.88M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.28M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$465K

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
ZIG
2
Zuckerman Investment Group
Illinois
$27M
3
RJA
3
Raymond James & Associates
Florida
$0
4
AI
4
Ariel Investments
Illinois
$12.6M
5
MCP
5
Moab Capital Partners
New York
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.04M +$388K +18,467 +60%
Morgan Stanley
27
Morgan Stanley
New York
$920K +$182K +8,681 +25%
AR
28
Advisory Research
Illinois
$899K -$82.8K -3,954 -8%
Wells Fargo
29
Wells Fargo
California
$854K +$21.2K +1,009 +3%
OAM
30
Oxford Asset Management
United Kingdom
$787K +$407K +19,443 +107%
Citadel Advisors
31
Citadel Advisors
Florida
$738K +$443K +21,161 +151%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$643K +$322K +15,353 +100%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$574K -$29.2K -1,392 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$465K +$465K +22,200 New
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$418K +$156K +7,450 +59%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$409K +$409K +19,500 New
BA
37
Bard Associates
Illinois
$406K – – –
WS
38
Wedbush Securities
California
$394K – – –
HKAM
39
Horizon Kinetics Asset Management
New York
$392K – – –
Creative Planning
40
Creative Planning
Kansas
$391K -$39.3K -1,875 -9%
Squarepoint
41
Squarepoint
New York
$375K +$375K +17,901 New
WGA
42
Weather Gauge Advisory
Virginia
$360K +$3.48K +166 +1%
GIM
43
Greenwich Investment Management
Connecticut
$330K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$255K +$3.1K +148 +1%
EGA
45
Eagle Global Advisors
Texas
$254K – – –
Marshall Wace
46
Marshall Wace
United Kingdom
$253K +$253K +12,087 New
Geode Capital Management
47
Geode Capital Management
Massachusetts
$242K – – –
CG
48
Colony Group
Massachusetts
$236K +$236K +11,250 New
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$231K – – –
Brown Advisory
50
Brown Advisory
Maryland
$224K – – –
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2
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