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Capital Southwest

83 hedge funds and large institutions have $145M invested in Capital Southwest in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

9% less funds holding

Funds holding: 9183 (-8)

43% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $3.5M

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.01M
Puts
$3.5M
Net Calls
Net Calls Change

Top Buyers

1 +$2.64M
2 +$2.14M
3 +$1.46M
4
Marshall Wace
Marshall Wace
United Kingdom
+$628K
5
BlackRock
BlackRock
New York
+$547K

Top Sellers

1 -$2.63M
2 -$2.35M
3 -$1.63M
4
Norges Bank
Norges Bank
Norway
-$1.32M
5
Invesco
Invesco
Georgia
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$18.8M
2
$15.4M
3
$12.4M
4
$11.4M
5
$9.34M
6
$8.43M
7
$5.13M
8
$4.8M
9
$4.41M
10
$3.76M
11
$3.76M
12
$3.4M
13
$3.11M
14
$3.04M
15
$2.69M
16
$2.64M
17
$2.12M
18
$1.65M
19
$1.64M
20
$1.59M
21
$1.46M
22
$1.42M
23
$1.35M
24
$1.07M
25
$976K