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Capital Southwest
CSWC

Overview Fund Activity

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.

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

1
ZIG
1
Zuckerman Investment Group
Illinois
$40.7M
2
RRAM
2
River Road Asset Management
Kentucky
$29M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.8M
4
First Manhattan
4
First Manhattan
New York
$22.6M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$16.5M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$40.7M 295,241 +295,241 New
RRAM
2
River Road Asset Management
Kentucky
$29M 210,206 +210,206 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.8M 201,755 +201,755 New
First Manhattan
4
First Manhattan
New York
$22.6M 156,364 +156,364 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$16.5M 119,730 +119,730 New
BIT
6
BlackRock Institutional Trust
California
$12.4M 89,635 +89,635 New
BFA
7
BlackRock Fund Advisors
California
$11.9M 86,105 +86,105 New
TAM
8
Third Avenue Management
New York
$7.84M 56,843 +56,843 New
State Street
9
State Street
Massachusetts
$7.04M 51,010 +51,010 New
U
10
UBS
Switzerland
$6.21M 45,044 +45,044 New
Northern Trust
11
Northern Trust
Illinois
$5.95M 43,157 +43,157 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$5.01M 36,359 +36,359 New
GWI
13
Grace & White Inc
New York
$4.75M 34,489 +34,489 New
Boston Partners
14
Boston Partners
Massachusetts
$4.42M 32,095 +32,095 New
Ameriprise
15
Ameriprise
Minnesota
$4.42M 32,084 +32,084 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$4.13M 29,946 +29,946 New
AR
17
Advisory Research
Illinois
$3.15M 22,849 +22,849 New
WCM
18
Wallace Capital Management
Texas
$2.79M 20,254 +20,254 New
Invesco
19
Invesco
Georgia
$2.56M 18,597 +18,597 New
Goldman Sachs
20
Goldman Sachs
New York
$2.51M 18,174 +18,174 New
TCIM
21
TIAA CREF Investment Management
New York
$2.35M 17,058 +17,058 New
Harris Associates
22
Harris Associates
Illinois
$1.96M 14,232 +14,232 New
Morgan Stanley
23
Morgan Stanley
New York
$1.73M 12,556 +12,556 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.58M 11,452 +11,452 New
BIM
25
BlackRock Investment Management
Delaware
$1.56M 11,342 +11,342 New
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