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Capital Southwest
CSWC

Overview Fund Activity

63 hedge funds and large institutions have $193M invested in Capital Southwest in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
19
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.19M
2
SMH
2
Sanders Morris Harris
Texas
$19.2M
3
AG
3
Advisor Group
Arizona
$1.81M
4
NA
4
Navellier & Associates
Nevada
$2.98M
5
BCM
5
Brasada Capital Management
Texas
$1.57M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$14.4M
2
RRAM
2
River Road Asset Management
Kentucky
$12.6M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$31.5M
4
MCP
4
Moab Capital Partners
New York
$20.6M
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$31.5M 1,496,177 -91,962 -6%
ZIG
2
Zuckerman Investment Group
Illinois
$29.7M 1,411,103 -5,497 -0.4%
MCP
3
Moab Capital Partners
New York
$20.6M 977,124 -78,529 -7%
SMH
4
Sanders Morris Harris
Texas
$19.2M 912,237 +91,705 +11%
AI
5
Ariel Investments
Illinois
$14.4M 682,556 -199,248 -23%
First Manhattan
6
First Manhattan
New York
$13.4M 634,902 -11,092 -2%
RRAM
7
River Road Asset Management
Kentucky
$12.6M 598,863 -172,624 -22%
UBS Group
8
UBS Group
Switzerland
$6.51M 309,541 +29,578 +11%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$4.19M 199,095 +125,469 +170%
AAM
10
Advisors Asset Management
Colorado
$3.58M 170,130 +13,284 +8%
NA
11
Navellier & Associates
Nevada
$2.98M 141,652 +81,102 +134%
MCM
12
Moerus Capital Management
New York
$2.95M 140,248 – –
GWI
13
Grace & White Inc
New York
$2.56M 121,615 -4,000 -3%
CIM
14
Confluence Investment Management
Missouri
$2.43M 115,506 +1,564 +1%
RJA
15
Raymond James & Associates
Florida
$2.35M 111,482 -36,490 -25%
CI
16
Cavalier Investments
Georgia
$2.05M 97,200 +50,200 +107%
AG
17
Advisor Group
Arizona
$1.81M 86,003 +82,108 +2,108%
BCM
18
Brasada Capital Management
Texas
$1.57M 74,737 +74,737 New
BlackRock
19
BlackRock
New York
$1.57M 74,664 +74,664 New
HH
20
Hilltop Holdings
Texas
$1.29M 61,100 -2,000 -3%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.23M 58,192 -27,663 -32%
Northern Trust
22
Northern Trust
Illinois
$1.1M 52,289 -2,283 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.08M 51,200 +51,200 New
AR
24
Advisory Research
Illinois
$986K 46,870 -2,704 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$922K 43,835 +8,395 +24%
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