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Capital Southwest

148 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $289M → $290M (+$400K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.18M

Holders
148
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
$2.68M
Puts
$3.18M
Net Calls
Net Calls Change

Top Buyers

1 +$5.83M
2 +$3.15M
3 +$2.38M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.84M
5
HF
HRT Financial
New York
+$1.81M

Top Sellers

1 -$2.22M
2 -$2.22M
3 -$1.96M
4
First Manhattan
First Manhattan
New York
-$1.35M
5
WI
Wintrust Investments
Illinois
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$29.5M
2
$17.1M
3
$16.7M
4
$16.2M
5
$16.1M
6
$14.2M
7
$12M
8
$10.1M
9
$9.83M
10
$9.8M
11
$8.41M
12
$8.32M
13
$7.76M
14
$5.31M
15
$5.03M
16
$4.86M
17
$4.62M
18
$4.47M
19
$4.16M
20
$3.89M
21
$3.25M
22
$3.15M
23
$2.68M
24
$2.6M
25
$2.6M