Capital Southwest
CSWC
82 hedge funds and large institutions have $279M invested in Capital Southwest in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
15% more funds holding
Funds holding: 71 → 82 (+11)
12% more capital invested
Capital invested by funds: $250M → $279M (+$28.8M)
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$20.5M |
| 2 |
RRC
Red Rocks Capital
Denver,
Colorado
|
+$4.62M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$4.28M |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$2.06M |
| 5 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.38M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.12M |
| 3 |
Morgan Stanley
New York
|
-$1.37M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$555K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$540K |
CSWC Hedge Fund Activity: Q1 2014 in Review
82 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2014, worth a combined $279M — up 12% from $250M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSWC positions and 3 closed out — a net gain of 11 holders — while 28 added to existing stakes and 27 trimmed.
The largest buyer was Advisory Research, adding an estimated $20.5M. The largest seller was Vanguard Group, cutting an estimated $3.38M.
- 82 institutional investors held Capital Southwest (CSWC) as of Q1 2014, up from 71 in Q4 2013.
- Funds reported $279M of Capital Southwest stock for Q1 2014, up 12% quarter-over-quarter.
- 14 funds opened new Capital Southwest positions in Q1 2014 and 3 closed out, a net change of +11 holders.
- The largest Capital Southwest buyer in Q1 2014 was Advisory Research, an estimated $20.5M added.
- The largest Capital Southwest seller in Q1 2014 was Vanguard Group, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2014.