CSWC icon

Capital Southwest
CSWC

Overview Fund Activity

63 hedge funds and large institutions have $446M invested in Capital Southwest in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
7
Increased
19
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCM
1
Greywolf Capital Management
New York
$9.69M
2
Comerica Bank
2
Comerica Bank
Texas
$18M
3
ICM
3
ISZO Capital Management
New York
$24.6M
4
UBS Group
4
UBS Group
Switzerland
$7.58M
5
MCP
5
Moab Capital Partners
New York
$72.5M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$35M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.34M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Moab Capital Partners
New York
$72.5M 1,451,289 +53,935 +4%
ZIG
2
Zuckerman Investment Group
Illinois
$71.7M 1,435,769 -21,495 -1%
First Manhattan
3
First Manhattan
New York
$47.2M 946,019 -975 -0.1%
RRAM
4
River Road Asset Management
Kentucky
$35M 700,204 -105,913 -13%
CP
5
Clover Partners
Texas
$32.4M 648,443 +50,399 +8%
AR
6
Advisory Research
Illinois
$30.8M 616,009 +19,202 +3%
ICM
7
ISZO Capital Management
New York
$24.6M 493,498 +163,176 +49%
Comerica Bank
8
Comerica Bank
Texas
$18M 360,526 +180,263 +100%
Morgan Stanley
9
Morgan Stanley
New York
$10.3M 205,931 -35,815 -15%
Artisan Partners
10
Artisan Partners
Wisconsin
$10.1M 202,864 +31,373 +18%
Lazard Asset Management
11
Lazard Asset Management
New York
$10.1M 201,743 -10,737 -5%
GCM
12
Greywolf Capital Management
New York
$9.69M 194,102 +194,102 New
UBS Group
13
UBS Group
Switzerland
$7.58M 151,819 +106,286 +233%
TAM
14
Third Avenue Management
New York
$7.51M 150,348 – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$7.34M 147,000 -70,000 -32%
GWI
16
Grace & White Inc
New York
$6.72M 134,528 -1,878 -1%
BP
17
Bandera Partners
New York
$5.54M 111,000 – –
Ameriprise
18
Ameriprise
Minnesota
$5.36M 107,296 -16,760 -14%
AI
19
Ariel Investments
Illinois
$5.07M 101,500 -7,252 -7%
BG
20
BlackRock Group
United Kingdom
$3.31M 66,232 -2,097 -3%
Invesco
21
Invesco
Georgia
$2.98M 59,679 -1,573 -3%
BC
22
Beaconlight Capital
New York
$2.28M 45,641 +1,600 +4%
GCP
23
GSA Capital Partners
United Kingdom
$1.81M 36,191 -1,797 -5%
AAM
24
Advisors Asset Management
Colorado
$1.28M 25,570 -40,254 -61%
HK
25
Horizon Kinetics
New York
$1.26M 25,200 – –
1
2 3