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Capital Southwest

69 hedge funds and large institutions have $177M invested in Capital Southwest in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.52%
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
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$31.9M 1,465,015 -19,941 -1%
ZIG
2
Zuckerman Investment Group
Illinois
$24.7M 1,134,633 -155,106 -12%
SMH
3
Sanders Morris Harris
Texas
$18.9M 867,103 -22,967 -3%
MCP
4
Moab Capital Partners
New York
$16.7M 766,566 -145,119 -16%
First Manhattan
5
First Manhattan
New York
$13.6M 622,480 -3,020 -0.5%
UBS Group
6
UBS Group
Switzerland
$6.58M 301,651 -4,054 -1%
Millennium Management
7
Millennium Management
New York
$5.05M 231,542 +119,971 +108%
AI
8
Ariel Investments
Illinois
$4.98M 228,297 -372,959 -62%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$4.84M 221,894 +2,864 +1%
NA
10
Navellier & Associates
Nevada
$3.71M 170,323 +8,849 +5%
AAM
11
Advisors Asset Management
Colorado
$3.31M 151,847 -6,766 -4%
MCM
12
Moerus Capital Management
New York
$3.06M 140,248
Creative Planning
13
Creative Planning
Kansas
$2.81M 129,074 +110,399 +591%
GWI
14
Grace & White Inc
New York
$2.65M 121,615
VEA
15
Virtus ETF Advisers
New York
$2.64M 121,071 +19,682 +19%
CIM
16
Confluence Investment Management
Missouri
$2.55M 116,836 +1,121 +1%
CI
17
Cavalier Investments
Georgia
$2.12M 97,200
Legal & General Group
18
Legal & General Group
United Kingdom
$1.95M 89,387
BCM
19
Brasada Capital Management
Texas
$1.93M 88,588 -442 -0.5%
BlackRock
20
BlackRock
New York
$1.91M 87,602 +16,950 +24%
OAM
21
Oxford Asset Management
United Kingdom
$1.26M 57,697 +20,108 +53%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.26M 57,569 +315 +0.6%
AR
23
Advisory Research
Illinois
$1.24M 56,786 +13,870 +32%
HH
24
Hilltop Holdings
Texas
$1.2M 55,075 -6,025 -10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.18M 54,181 -943 -2%