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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.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.52%
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
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
51
Segall Bryant & Hamill
Illinois
$232K
AG
52
Advisor Group
Arizona
$217K -$1.48M -68,010 -87%
CAG
53
Csenge Advisory Group
Florida
$204K +$204K +9,336 New
WKWM
54
Walter & Keenan Wealth Management
Indiana
$196K +$196K +9,000 New
AIM
55
Advantage Investment Management
Iowa
$173K +$147K +6,778 +576%
Victory Capital Management
56
Victory Capital Management
Texas
$60K +$60K +2,742 New
PGAM
57
Princeton Global Asset Management
New Jersey
$52K
TRCT
58
Tower Research Capital (TRC)
New York
$43K +$36.1K +1,668 +521%
VFA
59
Valeo Financial Advisors
Indiana
$36K +$811 +37 +2%
APA
60
American Portfolios Advisors
New York
$25.7K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$22K
QT
62
Quantamental Technologies
New York
$22K +$22K +998 New
MBTD
63
Mechanics Bank - Trust Department
California
$21K +$21K +960 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$11K
VRM
65
Vectors Research Management
New York
$11K
TFA
66
Toth Financial Advisory
Virginia
$7K
Barclays
67
Barclays
United Kingdom
$7K +$7K +300 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1K
California Public Employees Retirement System
69
California Public Employees Retirement System
California
-$465K -22,200 Closed
EGA
70
Eagle Global Advisors
Texas
-$254K -12,110 Closed
Marshall Wace
71
Marshall Wace
United Kingdom
-$253K -12,087 Closed
AG
72
Aperio Group
California
-$208K -9,918 Closed
CF
73
Centaurus Financial
California
-$179K -8,545 Closed
OSNBOA
74
Old Second National Bank of Aurora
Illinois
-$10K -500 Closed