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Capital Southwest

91 hedge funds and large institutions have $140M invested in Capital Southwest in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 30.04%28.59% (-1.5%)

45% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $2.37M

Holders
91
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
$1.3M
Puts
$2.37M
Net Calls
Net Calls Change

Top Buyers

1 +$3.55M
2 +$1.37M
3 +$1.36M
4
Norges Bank
Norges Bank
Norway
+$1.32M
5
Invesco
Invesco
Georgia
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$17.5M
2
$14.4M
3
$11.8M
4
$10.5M
5
$8.65M
6
$7.81M
7
$4.53M
8
$3.58M
9
$3.17M
10
$3.14M
11
$3.11M
12
$2.96M
13
$2.83M
14
$2.8M
15
$2.69M
16
$2.63M
17
$2.47M
18
$2.46M
19
$1.86M
20
$1.47M
21
$1.41M
22
$1.36M
23
$1.32M
24
$1.31M
25
$1.18M