Capital Southwest
CSWC
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.
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
14% more funds holding
Funds holding: 80 → 91 (+11)
6% more capital invested
Capital invested by funds: $132M → $140M (+$7.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$3.79M |
| 2 |
Morgan Stanley
New York
|
+$1.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$1.41M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$4.91M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.39M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.85M |
| 4 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$1.76M |
| 5 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$1.2M |
CSWC Hedge Fund Activity: Q2 2021 in Review
91 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2021, worth a combined $140M — up 5.5% from $132M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CSWC positions and 11 closed out — a net gain of 11 holders — while 37 added to existing stakes and 14 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $3.79M. The largest seller was Zuckerman Investment Group, cutting an estimated $4.91M.
- 91 institutional investors held Capital Southwest (CSWC) as of Q2 2021, up from 80 in Q1 2021.
- Funds reported $140M of Capital Southwest stock for Q2 2021, up 5.5% quarter-over-quarter.
- 22 funds opened new Capital Southwest positions in Q2 2021 and 11 closed out, a net change of +11 holders.
- The largest Capital Southwest buyer in Q2 2021 was Two Sigma Advisers, an estimated $3.79M added.
- The largest Capital Southwest seller in Q2 2021 was Zuckerman Investment Group, an estimated $4.91M sold.
Based on aggregated 13F filings for Q2 2021.