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Capital Southwest
CSWC

Overview Fund Activity

63 hedge funds and large institutions have $193M invested in Capital Southwest in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
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
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.19M
2
SMH
2
Sanders Morris Harris
Texas
$19.2M
3
AG
3
Advisor Group
Arizona
$1.81M
4
NA
4
Navellier & Associates
Nevada
$2.98M
5
BCM
5
Brasada Capital Management
Texas
$1.57M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$14.4M
2
RRAM
2
River Road Asset Management
Kentucky
$12.6M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$31.5M
4
MCP
4
Moab Capital Partners
New York
$20.6M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$50K – – –
APA
52
American Portfolios Advisors
New York
$24.8K +$24.8K +1,180 New
TRCT
53
Tower Research Capital (TRC)
New York
$21K -$19K -925 -47%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
VRM
55
Vectors Research Management
New York
$11K – – –
OSNBOA
56
Old Second National Bank of Aurora
Illinois
$11K – – –
CF
57
Centaurus Financial
California
$8.55K +$332 +7 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$6K – – –
DBT
59
Dubuque Bank & Trust
Iowa
$5K +$5K +250 New
LPWM
60
Lake Point Wealth Management
Texas
$2K – – –
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$2K +$2K +100 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$1K – – –
KCM
63
Kennedy Capital Management
Missouri
– -$1.39M -72,152 Closed
AL
64
AJO LP
Pennsylvania
– -$1.32M -68,572 Closed
California Public Employees Retirement System
65
California Public Employees Retirement System
California
– -$350K -18,200 Closed
CSC
66
Cove Street Capital
California
– -$323K -16,800 Closed
Millennium Management
67
Millennium Management
New York
– -$254K -13,209 Closed
HIM
68
Hillsdale Investment Management
Ontario, Canada
– -$136K -7,100 Closed
Macquarie Group
69
Macquarie Group
Australia
– -$46K -2,418 Closed
QT
70
Quantamental Technologies
New York
– -$17K -898 Closed
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