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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

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

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.13M
2 -$3.38M
3 -$3.16M
4
AG
Advisor Group
Arizona
-$1.48M
5
SMH
Sanders Morris Harris
Texas
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$31.9M
2
$24.7M
3
$18.9M
4
$16.7M
5
$13.6M
6
$6.58M
7
$5.05M
8
$4.98M
9
$4.84M
10
$3.71M
11
$3.31M
12
$3.06M
13
$2.81M
14
$2.65M
15
$2.64M
16
$2.55M
17
$2.12M
18
$1.95M
19
$1.93M
20
$1.91M
21
$1.26M
22
$1.25M
23
$1.24M
24
$1.2M
25
$1.18M