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Capital Southwest

47 hedge funds and large institutions have $134M invested in Capital Southwest in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $136M → $134M (-$2.08M)

6% less funds holding

Funds holding: 5047 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
10
Increased
11
Reduced
9
Closed
12
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Moab Capital Partners
New York
$22.7M
PAIM
2
Punch & Associates Investment Management
Minnesota
$21.1M +$4.91M +353,156 +30%
ZIG
3
Zuckerman Investment Group
Illinois
$17.7M -$626K -45,007 -3%
RRAM
4
River Road Asset Management
Kentucky
$12.7M -$1.03M -73,888 -7%
First Manhattan
5
First Manhattan
New York
$12.3M -$542K -38,955 -4%
ETC
6
Evercore Trust Company
New York
$10.5M -$2.64M -189,957 -20%
CP
7
Clover Partners
Texas
$9.04M
AI
8
Ariel Investments
Illinois
$8.26M +$4.95M +356,181 +144%
UBS Group
9
UBS Group
Switzerland
$3.77M +$528 +38 +0%
TAM
10
Third Avenue Management
New York
$2.06M
GWI
11
Grace & White Inc
New York
$1.81M
EA
12
Emerald Acquisition
Washington
$1.8M +$1.83M +131,811 New
Ameriprise
13
Ameriprise
Minnesota
$1.31M +$262K +18,832 +25%
BG
14
BlackRock Group
United Kingdom
$1.09M +$142K +10,196 +15%
Morgan Stanley
15
Morgan Stanley
New York
$1.08M -$282K -20,290 -20%
KACA
16
Kayne Anderson Capital Advisors
California
$860K +$876K +63,000 New
SCM
17
Silver Capital Management
New York
$671K +$683K +49,118 New
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$554K +$563K +40,500 New
GCP
19
GSA Capital Partners
United Kingdom
$509K -$1.24M -89,160 -71%
WT
20
Whittier Trust
California
$437K
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$385K +$108K +7,745 +38%
Two Sigma Investments
22
Two Sigma Investments
New York
$346K -$342K -24,591 -49%
HK
23
Horizon Kinetics
New York
$242K -$29.2K -2,100 -11%
WS
24
Wedbush Securities
California
$233K
Brown Advisory
25
Brown Advisory
Maryland
$200K

CSWC Hedge Fund Activity: Q2 2016 in Review

47 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2016, worth a combined $134M — down 1.5% from $136M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CSWC and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Ariel Investments, adding an estimated $4.95M. The largest seller was Evercore Trust Company, cutting an estimated $2.64M.

  • 47 institutional investors held Capital Southwest (CSWC) as of Q2 2016, down from 50 in Q1 2016.
  • Funds reported $134M of Capital Southwest stock for Q2 2016, down 1.5% quarter-over-quarter.
  • 10 funds opened new Capital Southwest positions in Q2 2016 and 12 closed out, a net change of -2 holders.
  • The largest Capital Southwest buyer in Q2 2016 was Ariel Investments, an estimated $4.95M added.
  • The largest Capital Southwest seller in Q2 2016 was Evercore Trust Company, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2016.