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Capital Southwest

83 hedge funds and large institutions have $145M invested in Capital Southwest in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

9% less funds holding

Funds holding: 9183 (-8)

43% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $3.5M

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.01M
Puts
$3.5M
Net Calls
Net Calls Change

Top Buyers

1 +$2.64M
2 +$2.14M
3 +$1.46M
4
Marshall Wace
Marshall Wace
United Kingdom
+$628K
5
BlackRock
BlackRock
New York
+$547K

Top Sellers

1 -$2.63M
2 -$2.35M
3 -$1.63M
4
Norges Bank
Norges Bank
Norway
-$1.32M
5
Invesco
Invesco
Georgia
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$338K
52
$302K
53
$300K
54
$283K
55
$269K
56
$269K
57
$268K
58
$227K
59
$227K
60
$201K
61
$193K
62
$185K
63
$143K
64
$126K
65
$122K
66
$71K
67
$69K
68
$67K
69
$66K
70
$62K
71
$54K
72
$50K
73
$33K
74
$28K
75
$27K