Capital Southwest
CSWC
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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more funds holding
Funds holding: 66 → 69 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $179M → $177M (-$2.47M)
3.08% less ownership
Funds ownership: 48.94% → 45.87% (-3.1%)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.59M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.38M |
| 3 |
Two Sigma Investments
New York
|
+$1.01M |
| 4 |
Two Sigma Advisers
New York
|
+$541K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$8.05M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$3.35M |
| 3 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$3.13M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.47M |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$495K |
CSWC Hedge Fund Activity: Q3 2019 in Review
69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q3 2019, worth a combined $177M — down 1.4% from $179M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CSWC positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Millennium Management, adding an estimated $2.59M. The largest seller was Ariel Investments, cutting an estimated $8.05M.
- 69 institutional investors held Capital Southwest (CSWC) as of Q3 2019, up from 66 in Q2 2019.
- Funds reported $177M of Capital Southwest stock for Q3 2019, down 1.4% quarter-over-quarter.
- 10 funds opened new Capital Southwest positions in Q3 2019 and 6 closed out, a net change of +4 holders.
- The largest Capital Southwest buyer in Q3 2019 was Millennium Management, an estimated $2.59M added.
- The largest Capital Southwest seller in Q3 2019 was Ariel Investments, an estimated $8.05M sold.
Based on aggregated 13F filings for Q3 2019.