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Capital Southwest
CSWC

Overview Fund Activity

64 hedge funds and large institutions have $64.1M invested in Capital Southwest in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 26 closing their positions.

Holders
64
Holders Change
-16
Holders Change %
-20%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
23
Reduced
17
Closed
26
Calls
–
Puts
$246K
Net Calls
-$246K
Net Calls Change
-$246K

Top Buyers

1
AM
1
Ares Management
California
$2.81M
2
RCM
2
Radcliffe Capital Management
Pennsylvania
$857K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$666K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.42M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$590K

Top Sellers

1
MCP
1
Moab Capital Partners
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$689K
4
NA
4
Navellier & Associates
Nevada
$0
5
ZIG
5
Zuckerman Investment Group
Illinois
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$13M 1,134,941 -101,363 -8%
ZIG
2
Zuckerman Investment Group
Illinois
$10.4M 906,519 -212,342 -19%
First Manhattan
3
First Manhattan
New York
$6.21M 543,687 -70,104 -11%
Millennium Management
4
Millennium Management
New York
$3.33M 291,783 -35,223 -11%
AM
5
Ares Management
California
$2.81M 245,979 +245,979 New
VanEck Associates
6
VanEck Associates
New York
$2.24M 196,340 +17,008 +9%
VEA
7
Virtus ETF Advisers
New York
$1.87M 163,804 +2,240 +1%
AI
8
Ariel Investments
Illinois
$1.71M 149,989 -11,251 -7%
GWI
9
Grace & White Inc
New York
$1.68M 147,315 +25,700 +21%
MCM
10
Moerus Capital Management
New York
$1.6M 140,248 – –
AAM
11
Advisors Asset Management
Colorado
$1.46M 127,561 -13,074 -9%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$1.42M 124,600 +52,700 +73%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.41M 123,849 -117,003 -49%
Creative Planning
14
Creative Planning
Kansas
$1.4M 122,572 -6,819 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.14M 99,510 +2,876 +3%
CIM
16
Confluence Investment Management
Missouri
$1.06M 92,922 -22,793 -20%
BlackRock
17
BlackRock
New York
$1.05M 92,059 +398 +0.4%
RCM
18
Radcliffe Capital Management
Pennsylvania
$857K 75,000 +75,000 New
AR
19
Advisory Research
Illinois
$777K 68,074 +15,020 +28%
UBS Group
20
UBS Group
Switzerland
$689K 60,341 -226,861 -79%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$666K 58,276 +58,276 New
BRWA
22
B. Riley Wealth Advisors
Florida
$659K 57,660 +367 +0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$650K 56,931 +524 +0.9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$590K 51,639 +29,747 +136%
Wells Fargo
25
Wells Fargo
California
$507K 44,485 +13,973 +46%
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