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Capital Southwest

83 hedge funds and large institutions have $145M invested in Capital Southwest in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

9% less funds holding

Funds holding: 9183 (-8)

43% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $3.5M

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.01M
Puts
$3.5M
Net Calls
Net Calls Change

Top Buyers

1 +$2.64M
2 +$2.14M
3 +$1.46M
4
Marshall Wace
Marshall Wace
United Kingdom
+$628K
5
BlackRock
BlackRock
New York
+$547K

Top Sellers

1 -$2.63M
2 -$2.35M
3 -$1.63M
4
Norges Bank
Norges Bank
Norway
-$1.32M
5
Invesco
Invesco
Georgia
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$926K
27
$899K
28
$877K
29
$847K
30
$797K
31
$734K
32
$725K
33
$704K
34
$688K
35
$663K
36
$630K
37
$628K
38
$601K
39
$572K
40
$517K
41
$503K
42
$503K
43
$460K
44
$428K
45
$389K
46
$387K
47
$377K
48
$358K
49
$350K
50
$345K