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Capital Southwest
CSWC

Overview Fund Activity

66 hedge funds and large institutions have $398M invested in Capital Southwest in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
16
Increased
10
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCP
1
Moab Capital Partners
New York
$64.9M
2
CP
2
Clover Partners
Texas
$27.8M
3
ICM
3
ISZO Capital Management
New York
$15.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$10.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.2M

Top Sellers

1
RRC
1
Red Rocks Capital
Colorado
$0
2
AR
2
Advisory Research
Illinois
$27.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Comerica Bank
4
Comerica Bank
Texas
$8.37M
5
UBS Group
5
UBS Group
Switzerland
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$67.6M 1,457,264 -11,148 -0.8%
MCP
2
Moab Capital Partners
New York
$64.9M 1,397,354 +1,397,354 New
First Manhattan
3
First Manhattan
New York
$44M 946,994 -32 -0%
RRAM
4
River Road Asset Management
Kentucky
$37.4M 806,117 -139,194 -15%
CP
5
Clover Partners
Texas
$27.8M 598,044 +598,044 New
AR
6
Advisory Research
Illinois
$27.7M 596,807 -320,269 -35%
ICM
7
ISZO Capital Management
New York
$15.3M 330,322 +330,322 New
Morgan Stanley
8
Morgan Stanley
New York
$11.2M 241,746 +180,907 +297%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$10.1M 217,000 +217,000 New
Lazard Asset Management
10
Lazard Asset Management
New York
$9.86M 212,480 -92,457 -30%
Comerica Bank
11
Comerica Bank
Texas
$8.37M 180,263 -275,113 -60%
Artisan Partners
12
Artisan Partners
Wisconsin
$7.96M 171,491 +171,491 New
TAM
13
Third Avenue Management
New York
$6.98M 150,348 – –
GWI
14
Grace & White Inc
New York
$6.33M 136,406 -1,550 -1%
Ameriprise
15
Ameriprise
Minnesota
$5.76M 124,056 – –
BP
16
Bandera Partners
New York
$5.15M 111,000 +111,000 New
AI
17
Ariel Investments
Illinois
$5.05M 108,752 -17,248 -14%
BG
18
BlackRock Group
United Kingdom
$3.17M 68,329 +11,665 +21%
AAM
19
Advisors Asset Management
Colorado
$3.06M 65,824 -5,029 -7%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.87M 61,910 +7,102 +13%
Invesco
21
Invesco
Georgia
$2.84M 61,252 -12,778 -17%
UBS Group
22
UBS Group
Switzerland
$2.11M 45,533 -229,548 -83%
BC
23
Beaconlight Capital
New York
$2.04M 44,041 +44,041 New
GCP
24
GSA Capital Partners
United Kingdom
$1.76M 37,988 +37,988 New
PP
25
PDT Partners
New York
$1.44M 30,959 +30,959 New
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