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Capital Southwest
CSWC

Overview Fund Activity

66 hedge funds and large institutions have $179M invested in Capital Southwest in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
14
Increased
16
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.34M
2
VEA
2
Virtus ETF Advisers
New York
$2.12M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$1.88M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.28M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$465K

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
ZIG
2
Zuckerman Investment Group
Illinois
$27M
3
RJA
3
Raymond James & Associates
Florida
$0
4
AI
4
Ariel Investments
Illinois
$12.6M
5
MCP
5
Moab Capital Partners
New York
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$31.1M 1,484,956 -11,221 -0.7%
ZIG
2
Zuckerman Investment Group
Illinois
$27M 1,289,739 -121,364 -9%
MCP
3
Moab Capital Partners
New York
$19.1M 911,685 -65,439 -7%
SMH
4
Sanders Morris Harris
Texas
$18.6M 890,070 -22,167 -2%
First Manhattan
5
First Manhattan
New York
$13.1M 625,500 -9,402 -1%
AI
6
Ariel Investments
Illinois
$12.6M 601,256 -81,300 -12%
UBS Group
7
UBS Group
Switzerland
$6.41M 305,705 -3,836 -1%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$4.59M 219,030 +19,935 +10%
NA
9
Navellier & Associates
Nevada
$3.38M 161,474 +19,822 +14%
AAM
10
Advisors Asset Management
Colorado
$3.32M 158,613 -11,517 -7%
MCM
11
Moerus Capital Management
New York
$2.94M 140,248 – –
GWI
12
Grace & White Inc
New York
$2.55M 121,615 – –
CIM
13
Confluence Investment Management
Missouri
$2.42M 115,715 +209 +0.2%
Millennium Management
14
Millennium Management
New York
$2.34M 111,571 +111,571 New
VEA
15
Virtus ETF Advisers
New York
$2.12M 101,389 +101,389 New
CI
16
Cavalier Investments
Georgia
$2.04M 97,200 – –
Legal & General Group
17
Legal & General Group
United Kingdom
$1.88M 89,387 +89,387 New
BCM
18
Brasada Capital Management
Texas
$1.86M 89,030 +14,293 +19%
AG
19
Advisor Group
Arizona
$1.63M 77,963 -8,040 -9%
BlackRock
20
BlackRock
New York
$1.48M 70,652 -4,012 -5%
HH
21
Hilltop Holdings
Texas
$1.28M 61,100 – –
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.28M 60,977 +25,955 +74%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.2M 57,254 -938 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.16M 55,124 +11,289 +26%
Northern Trust
25
Northern Trust
Illinois
$1.09M 52,259 -30 -0.1%
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