Capital Southwest
CSWC
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, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
5% more funds holding
Funds holding: 63 → 66 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
4.26% less ownership
Funds ownership: 53.2% → 48.94% (-4.3%)
7% less capital invested
Capital invested by funds: $193M → $179M (-$13.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.42M |
| 2 |
VEA
Virtus ETF Advisers
New York
|
+$2.2M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$1.94M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$564K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$12.6M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$2.64M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.35M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
-$1.77M |
| 5 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$1.42M |
CSWC Hedge Fund Activity: Q2 2019 in Review
66 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2019, worth a combined $179M — down 7% from $193M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSWC positions and 10 closed out — a net gain of 4 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.42M. The largest seller was River Road Asset Management, exiting entirely with an estimated $12.6M sold.
- 66 institutional investors held Capital Southwest (CSWC) as of Q2 2019, up from 63 in Q1 2019.
- Funds reported $179M of Capital Southwest stock for Q2 2019, down 7% quarter-over-quarter.
- 14 funds opened new Capital Southwest positions in Q2 2019 and 10 closed out, a net change of +4 holders.
- The largest Capital Southwest buyer in Q2 2019 was Millennium Management, an estimated $2.42M added.
- The largest Capital Southwest seller in Q2 2019 was River Road Asset Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2019.