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Capital Southwest
CSWC

74 hedge funds and large institutions have $248M invested in Capital Southwest in 2013 Q2 according to their latest regulatory filings, with 74 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+74
Holders Change %
–
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$40.7M +$37.9M +3,216,946 New
RRAM
2
River Road Asset Management
Kentucky
$29M +$27M +2,290,405 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.8M +$25.9M +2,198,322 New
First Manhattan
4
First Manhattan
New York
$22.6M +$20.1M +1,703,742 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$16.5M +$15.4M +1,304,578 New
BIT
6
BlackRock Institutional Trust
California
$12.4M +$11.5M +976,663 New
BFA
7
BlackRock Fund Advisors
California
$11.9M +$11M +938,200 New
TAM
8
Third Avenue Management
New York
$7.83M +$7.29M +619,361 New
State Street
9
State Street
Massachusetts
$7.04M +$6.54M +555,805 New
U
10
UBS
Switzerland
$6.21M +$5.78M +490,799 New
Northern Trust
11
Northern Trust
Illinois
$5.95M +$5.54M +470,239 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$5.01M +$4.66M +396,168 New
GWI
13
Grace & White Inc
New York
$4.75M +$4.42M +375,792 New
Boston Partners
14
Boston Partners
Massachusetts
$4.42M +$4.12M +349,707 New
Ameriprise
15
Ameriprise
Minnesota
$4.42M +$4.12M +349,587 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$4.13M +$3.84M +326,292 New
AR
17
Advisory Research
Illinois
$3.15M +$2.93M +248,963 New
WCM
18
Wallace Capital Management
Texas
$2.79M +$2.6M +220,688 New
Invesco
19
Invesco
Georgia
$2.56M +$2.39M +202,633 New
Goldman Sachs
20
Goldman Sachs
New York
$2.5M +$2.33M +198,024 New
TCIM
21
TIAA CREF Investment Management
New York
$2.35M +$2.19M +185,864 New
Harris Associates
22
Harris Associates
Illinois
$1.96M +$1.83M +155,072 New
Morgan Stanley
23
Morgan Stanley
New York
$1.73M +$1.61M +136,810 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.58M +$1.47M +124,781 New
BIM
25
BlackRock Investment Management
Delaware
$1.56M +$1.46M +123,582 New
1
2 3

CSWC Hedge Fund Activity: Q2 2013 in Review

74 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2013, worth a combined $248M.

Buyers outnumbered sellers: 74 funds opened new CSWC positions and 0 closed out — a net gain of 74 holders — while 0 added to existing stakes and 0 trimmed.

  • 74 institutional investors held Capital Southwest (CSWC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $248M of Capital Southwest stock for Q2 2013.
  • 74 funds opened new Capital Southwest positions in Q2 2013 and 0 closed out, a net change of +74 holders.

Based on aggregated 13F filings for Q2 2013.