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Capital Southwest

91 hedge funds and large institutions have $140M invested in Capital Southwest in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 30.04%28.59% (-1.5%)

45% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $2.37M

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$2.37M
Net Calls
Net Calls Change

Top Buyers

1 +$3.55M
2 +$1.37M
3 +$1.36M
4
Norges Bank
Norges Bank
Norway
+$1.32M
5
Invesco
Invesco
Georgia
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.13M
27
$1.03M
28
$1.03M
29
$970K
30
$850K
31
$782K
32
$761K
33
$671K
34
$669K
35
$657K
36
$637K
37
$623K
38
$617K
39
$611K
40
$600K
41
$591K
42
$571K
43
$537K
44
$522K
45
$515K
46
$486K
47
$464K
48
$464K
49
$462K
50
$424K