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Capital Southwest

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, 68 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
68
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$35.6M 1,041,598 +746,357 +253%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.9M 814,324 +612,569 +304%
RRAM
3
River Road Asset Management
Kentucky
$26.5M 774,870 +564,664 +269%
First Manhattan
4
First Manhattan
New York
$21.4M 625,456 +469,092 +300%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$16.4M 478,520 +358,790 +300%
BIT
6
BlackRock Institutional Trust
California
$14.4M 420,121 +330,486 +369%
BFA
7
BlackRock Fund Advisors
California
$13.2M 385,869 +299,764 +348%
TAM
8
Third Avenue Management
New York
$7.78M 227,372 +170,529 +300%
State Street
9
State Street
Massachusetts
$7.28M 212,761 +161,751 +317%
U
10
UBS
Switzerland
$7M 204,514 +159,470 +354%
Northern Trust
11
Northern Trust
Illinois
$6.11M 178,559 +135,402 +314%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$5M 146,236 +109,877 +302%
GWI
13
Grace & White Inc
New York
$4.72M 137,956 +103,467 +300%
Ameriprise
14
Ameriprise
Minnesota
$4.37M 127,656 +95,572 +298%
Vanguard Group
15
Vanguard Group
Pennsylvania
$4.19M 122,326 +92,380 +308%
BG
16
BlackRock Group
United Kingdom
$3.25M 94,959 +94,688 +34,940%
AR
17
Advisory Research
Illinois
$3.2M 93,531 +70,682 +309%
Goldman Sachs
18
Goldman Sachs
New York
$2.78M 81,310 +63,136 +347%
Invesco
19
Invesco
Georgia
$2.68M 78,282 +59,685 +321%
TCIM
20
TIAA CREF Investment Management
New York
$2.27M 66,394 +49,336 +289%
Harris Associates
21
Harris Associates
Illinois
$1.95M 56,928 +42,696 +300%
Morgan Stanley
22
Morgan Stanley
New York
$1.76M 51,449 +38,893 +310%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.66M 48,382 +36,930 +322%
BIM
24
BlackRock Investment Management
Delaware
$1.59M 46,537 +35,195 +310%
MLICM
25
Metropolitan Life Insurance Company (MetLife)
New York
$1.57M 11,456 +8,592 +300%