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Capital Southwest

60 hedge funds and large institutions have $80.2M invested in Capital Southwest in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding

Funds holding: 6760 (-7)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$343K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$15.7M
2
$12.1M
3
$11.8M
4
$6.88M
5
$3.5M
6
$3.24M
7
$2.19M
8
$2.03M
9
$2.03M
10
$1.97M
11
$1.79M
12
$1.71M
13
$1.56M
14
$1.12M
15
$924K
16
$920K
17
$905K
18
$848K
19
$814K
20
$693K
21
$610K
22
$561K
23
$536K
24
$523K
25
$425K