Capital Southwest
CSWC
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, 18 increasing their positions, 21 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
8% more capital invested
Capital invested by funds: $178M → $193M (+$14.4M)
0% more funds holding
Funds holding: 63 → 63 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.3% less ownership
Funds ownership: 54.5% → 53.2% (-1.3%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.67M |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$1.95M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.75M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.73M |
| 5 |
BCM
Brasada Capital Management
Houston,
Texas
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$4.24M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$3.68M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.96M |
| 4 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$1.67M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.39M |
CSWC Hedge Fund Activity: Q1 2019 in Review
63 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2019, worth a combined $193M — up 8.1% from $178M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSWC positions and 9 closed out — a net gain of 1 holder — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $2.67M. The largest seller was Ariel Investments, cutting an estimated $4.24M.
- 63 institutional investors held Capital Southwest (CSWC) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $193M of Capital Southwest stock for Q1 2019, up 8.1% quarter-over-quarter.
- 10 funds opened new Capital Southwest positions in Q1 2019 and 9 closed out, a net change of +1 holder.
- The largest Capital Southwest buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.67M added.
- The largest Capital Southwest seller in Q1 2019 was Ariel Investments, an estimated $4.24M sold.
Based on aggregated 13F filings for Q1 2019.