Capital Southwest
CSWC
43 hedge funds and large institutions have $165M invested in Capital Southwest in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 0 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
21% more capital inflows, than outflows
Capital inflows: $5.24M | Capital outflows: $4.34M
8% more funds holding
Funds holding: 40 → 43 (+3)
0.17% more ownership
Funds ownership: 56.28% → 56.45% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$1.69M |
| 2 |
Ariel Investments
Chicago,
Illinois
|
+$834K |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$559K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$375K |
| 5 |
Zuckerman Investment Group
Chicago,
Illinois
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Cove Street Capital
El Segundo,
California
|
-$1.4M |
| 2 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$953K |
| 3 |
Punch & Associates Investment Management
Edina,
Minnesota
|
-$575K |
| 4 |
First Manhattan
New York
|
-$568K |
| 5 |
River Road Asset Management
Louisville,
Kentucky
|
-$468K |
CSWC Hedge Fund Activity: Q2 2018 in Review
43 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2018, worth a combined $165M — up 6.9% from $155M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CSWC positions and 0 closed out — a net gain of 4 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Northern Trust, adding an estimated $1.69M. The largest seller was Cove Street Capital, cutting an estimated $1.4M.
- 43 institutional investors held Capital Southwest (CSWC) as of Q2 2018, up from 40 in Q1 2018.
- Funds reported $165M of Capital Southwest stock for Q2 2018, up 6.9% quarter-over-quarter.
- 4 funds opened new Capital Southwest positions in Q2 2018 and 0 closed out, a net change of +4 holders.
- The largest Capital Southwest buyer in Q2 2018 was Northern Trust, an estimated $1.69M added.
- The largest Capital Southwest seller in Q2 2018 was Cove Street Capital, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2018.