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Capital Southwest

69 hedge funds and large institutions have $177M invested in Capital Southwest in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.52%
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
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.1M +$25.3K +1,159 +2%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.07M -$263K -12,074 -20%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.02M +$1.02M +46,898 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$972K +$547K +25,100 +129%
Northern Trust
30
Northern Trust
Illinois
$917K -$222K -10,175 -19%
Citadel Advisors
31
Citadel Advisors
Florida
$774K +$6.3K +289 +0.8%
Morgan Stanley
32
Morgan Stanley
New York
$694K -$262K -12,041 -27%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$607K -$62.6K -2,870 -9%
Wells Fargo
34
Wells Fargo
California
$569K -$318K -14,616 -36%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$554K -$43.5K -1,997 -7%
Squarepoint
36
Squarepoint
New York
$514K +$124K +5,687 +32%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$426K -$9.26K -425 -2%
WS
38
Wedbush Securities
California
$410K
HKAM
39
Horizon Kinetics Asset Management
New York
$408K
DGHMC
40
Dalton, Greiner, Hartman, Maher & Co
New York
$405K +$405K +18,600 New
BA
41
Bard Associates
Illinois
$395K -$27.2K -1,250 -6%
CG
42
Colony Group
Massachusetts
$390K +$145K +6,654 +59%
BAM
43
Belpointe Asset Management
Nevada
$383K +$383K +17,580 New
WGA
44
Weather Gauge Advisory
Virginia
$357K -$18K -825 -5%
GIM
45
Greenwich Investment Management
Connecticut
$304K -$39.8K -1,825 -12%
STMM
46
South Texas Money Management
Texas
$294K +$294K +13,485 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$281K +$15.7K +719 +6%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$252K
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$240K
Brown Advisory
50
Brown Advisory
Maryland
$233K