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Capital Southwest

40 hedge funds and large institutions have $155M invested in Capital Southwest in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $152M → $155M (+$2.88M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.92% less ownership

Funds ownership: 57.2%56.28% (-0.92%)

2% less funds holding

Funds holding: 4140 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
7
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$31.9M -$73.5K -4,365 -0.2%
MCP
2
Moab Capital Partners
New York
$26.7M -$33.7K -2,000 -0.1%
ZIG
3
Zuckerman Investment Group
Illinois
$23.6M +$88.4K +5,251 +0.4%
AI
4
Ariel Investments
Illinois
$16.9M -$288K -17,080 -2%
RRAM
5
River Road Asset Management
Kentucky
$14.8M -$11.6K -688 -0.1%
First Manhattan
6
First Manhattan
New York
$12.2M -$78.3K -4,651 -0.6%
KCM
7
Kennedy Capital Management
Missouri
$5.83M -$1.65M -98,231 -22%
UBS Group
8
UBS Group
Switzerland
$5.03M -$710K -42,172 -12%
TAM
9
Third Avenue Management
New York
$2.56M
GWI
10
Grace & White Inc
New York
$2.26M
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$1.75M
CSC
12
Cove Street Capital
California
$1.66M -$40.4K -2,400 -2%
AAM
13
Advisors Asset Management
Colorado
$1.5M +$221K +13,114 +18%
BRWA
14
B. Riley Wealth Advisors
Florida
$1.49M +$135K +8,003 +10%
RJA
15
Raymond James & Associates
Florida
$1.21M +$1.19M +70,795 New
HH
16
Hilltop Holdings
Texas
$724K +$717K +42,550 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$495K +$34 +2 +0%
Northern Trust
18
Northern Trust
Illinois
$464K +$460K +27,289 New
Prudential Financial
19
Prudential Financial
New Jersey
$426K +$32K +1,900 +8%
WS
20
Wedbush Securities
California
$356K -$33.7K -2,000 -9%
GIM
21
Greenwich Investment Management
Connecticut
$298K +$295K +17,500 New
HK
22
Horizon Kinetics
New York
$297K
BA
23
Bard Associates
Illinois
$282K
Brown Advisory
24
Brown Advisory
Maryland
$249K
Wells Fargo
25
Wells Fargo
California
$223K -$183K -10,890 -45%

CSWC Hedge Fund Activity: Q1 2018 in Review

40 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2018, worth a combined $155M — up 1.9% from $152M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CSWC and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.19M. The largest seller was Kennedy Capital Management, cutting an estimated $1.65M.

  • 40 institutional investors held Capital Southwest (CSWC) as of Q1 2018, down from 41 in Q4 2017.
  • Funds reported $155M of Capital Southwest stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 6 funds opened new Capital Southwest positions in Q1 2018 and 7 closed out, a net change of -1 holder.
  • The largest Capital Southwest buyer in Q1 2018 was Raymond James & Associates, an estimated $1.19M added.
  • The largest Capital Southwest seller in Q1 2018 was Kennedy Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2018.