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Capital Southwest
CSWC

Overview Fund Activity

67 hedge funds and large institutions have $83.1M invested in Capital Southwest in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
18
Closed
8
Calls
$277K
Puts
$472K
Net Calls
-$195K
Net Calls Change
+$51K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.2M
2
SMH
2
Sanders Morris Harris
Texas
$11.9M
3
VF
3
Virtu Financial
New York
$307K
4
AAM
4
Advisors Asset Management
Colorado
$1.97M
5
AIM
5
Aigen Investment Management
New York
$219K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.78M
2
VEA
2
Virtus ETF Advisers
New York
$637K
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
First Manhattan
5
First Manhattan
New York
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.2M 1,202,965 +68,024 +6%
SMH
2
Sanders Morris Harris
Texas
$11.9M 882,109 +60,157 +7%
ZIG
3
Zuckerman Investment Group
Illinois
$11.9M 879,458 -27,061 -3%
First Manhattan
4
First Manhattan
New York
$6.89M 511,439 -32,248 -6%
AM
5
Ares Management
California
$3.36M 249,416 +3,437 +1%
VanEck Associates
6
VanEck Associates
New York
$2.79M 207,256 +10,916 +6%
AI
7
Ariel Investments
Illinois
$2.11M 156,153 +6,164 +4%
GWI
8
Grace & White Inc
New York
$1.99M 147,315 – –
AAM
9
Advisors Asset Management
Colorado
$1.97M 145,774 +18,213 +14%
MCM
10
Moerus Capital Management
New York
$1.89M 140,248 – –
Millennium Management
11
Millennium Management
New York
$1.78M 132,344 -159,439 -55%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$1.73M 128,049 +4,200 +3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$1.63M 121,100 -3,500 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$1.54M 113,943 +14,433 +15%
BlackRock
15
BlackRock
New York
$1.36M 100,733 +8,674 +9%
AR
16
Advisory Research
Illinois
$962K 71,380 +3,306 +5%
CIM
17
Confluence Investment Management
Missouri
$880K 65,283 -27,639 -30%
RCM
18
Radcliffe Capital Management
Pennsylvania
$847K 62,800 -12,200 -16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$846K 62,763 +5,832 +10%
UBS Group
20
UBS Group
Switzerland
$742K 55,083 -5,258 -9%
BRWA
21
B. Riley Wealth Advisors
Florida
$741K 54,906 -2,754 -5%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$729K 54,076 -4,200 -7%
VEA
23
Virtus ETF Advisers
New York
$637K 47,284 -116,520 -71%
Morgan Stanley
24
Morgan Stanley
New York
$551K 40,869 +11,554 +39%
HH
25
Hilltop Holdings
Texas
$531K 39,400 -3,750 -9%
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