Capital Southwest
CSWC
91 hedge funds and large institutions have $148M invested in Capital Southwest in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
10% more funds holding
Funds holding: 83 → 91 (+8)
4% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $1.56M
3% more capital invested
Capital invested by funds: $145M → $148M (+$3.64M)
0.48% less ownership
Funds ownership: 25.62% → 25.14% (-0.48%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quadrature Capital
London,
United Kingdom
|
+$1.6M |
| 2 |
VanEck Associates
New York
|
+$1.19M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$1.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$758K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$737K |
| 2 |
Two Sigma Advisers
New York
|
-$654K |
| 3 |
Millennium Management
New York
|
-$572K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$561K |
| 5 |
First Manhattan
New York
|
-$444K |
CSWC Hedge Fund Activity: Q4 2021 in Review
91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q4 2021, worth a combined $148M — up 2.5% from $145M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CSWC positions and 10 closed out — a net gain of 9 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Quadrature Capital, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $737K.
- 91 institutional investors held Capital Southwest (CSWC) as of Q4 2021, up from 83 in Q3 2021.
- Funds reported $148M of Capital Southwest stock for Q4 2021, up 2.5% quarter-over-quarter.
- 19 funds opened new Capital Southwest positions in Q4 2021 and 10 closed out, a net change of +9 holders.
- The largest Capital Southwest buyer in Q4 2021 was Quadrature Capital, an estimated $1.6M added.
- The largest Capital Southwest seller in Q4 2021 was Morgan Stanley, an estimated $737K sold.
Based on aggregated 13F filings for Q4 2021.