Capital Southwest
CSWC
73 hedge funds and large institutions have $243M invested in Capital Southwest in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 4 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $248M → $243M (-$5.19M)
1% less funds holding
Funds holding: 74 → 73 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
BlackRock Group
London,
United Kingdom
|
+$3.31M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.17M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.46M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.16M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$4.92M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$4.42M |
| 3 |
WCM
Wallace Capital Management
Dallas,
Texas
|
-$2.45M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$2.33M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$884K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$323K | -25,529 | Closed |
|
|
WBC
77
Westpac Banking Corp
Sydney,
Australia
| – | -$4.71K | -447 | Closed |
|
CSWC Hedge Fund Activity: Q3 2013 in Review
73 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q3 2013, worth a combined $243M — down 2.1% from $248M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CSWC and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 38 added.
The largest buyer was BlackRock Group, adding an estimated $3.31M. The largest seller was Zuckerman Investment Group, cutting an estimated $4.92M.
- 73 institutional investors held Capital Southwest (CSWC) as of Q3 2013, down from 74 in Q2 2013.
- Funds reported $243M of Capital Southwest stock for Q3 2013, down 2.1% quarter-over-quarter.
- 3 funds opened new Capital Southwest positions in Q3 2013 and 4 closed out, a net change of -1 holder.
- The largest Capital Southwest buyer in Q3 2013 was BlackRock Group, an estimated $3.31M added.
- The largest Capital Southwest seller in Q3 2013 was Zuckerman Investment Group, an estimated $4.92M sold.
Based on aggregated 13F filings for Q3 2013.