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Capital Southwest

89 hedge funds and large institutions have $149M invested in Capital Southwest in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 9189 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.73M
Puts
$1.02M
Net Calls
Net Calls Change

Top Sellers

1 -$1.65M
2 -$1.59M
3 -$1.35M
4
Bank of America
Bank of America
North Carolina
-$964K
5
BlackRock
BlackRock
New York
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$17.5M
2
$14.3M
3
$14.1M
4
$12.3M
5
$10.4M
6
$8.87M
7
$4.66M
8
$4.25M
9
$4.02M
10
$3.44M
11
$3.26M
12
$3.15M
13
$3.04M
14
$3.03M
15
$2.87M
16
$2.86M
17
$2.86M
18
$2.55M
19
$2.03M
20
$1.67M
21
$1.55M
22
$1.39M
23
$1.3M
24
$1.28M
25
$1.24M