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Capital Southwest

69 hedge funds and large institutions have $177M invested in Capital Southwest in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3.08% less ownership

Funds ownership: 48.94%45.87% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.13M
2 -$3.38M
3 -$3.16M
4
AG
Advisor Group
Arizona
-$1.48M
5
SMH
Sanders Morris Harris
Texas
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$232K
52
$217K
53
$204K
54
$196K
55
$173K
56
$60K
57
$52K
58
$43K
59
$36K
60
$25.7K
61
$22K
62
$22K
63
$21K
64
$11K
65
$11K
66
$7K
67
$7K
68
$1K
69
70
71
72
73
74