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Capital Southwest

91 hedge funds and large institutions have $140M invested in Capital Southwest in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 30.04%28.59% (-1.5%)

45% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $2.37M

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$2.37M
Net Calls
Net Calls Change

Top Buyers

1 +$3.55M
2 +$1.37M
3 +$1.36M
4
Norges Bank
Norges Bank
Norway
+$1.32M
5
Invesco
Invesco
Georgia
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$410K
52
$395K
53
$357K
54
$355K
55
$348K
56
$318K
57
$317K
58
$305K
59
$279K
60
$259K
61
$249K
62
$248K
63
$221K
64
$220K
65
$213K
66
$211K
67
$202K
68
$192K
69
$149K
70
$132K
71
$114K
72
$92K
73
$81K
74
$70K
75
$62K