CSWC (CSWC) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to CSWC during the quarter ended March 31, 2021 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of CSWC during the latest reporting period was Third Avenue Management, which increased its reported CSWC position by approximately $7,835 based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in CSWC exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward CSWC. InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $34,631.453 in reported CSWC exposure during the latest filing period, reflecting continued institutional interest in CSWC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2020 | Ariel Appreciation Fund | Buy | 6,164 | 156,153 | $2,105 |
| Q2 2018 | Ariel Appreciation Fund | Buy | 47,792 | 1,039,515 | $18,826 |
| Q4 2017 | Ariel Appreciation Fund | Buy | 45,077 | 1,008,803 | $16,696 |
| Q3 2017 | Ariel Appreciation Fund | Buy | 12,058 | 963,726 | $16,509 |
| Q1 2017 | Ariel Appreciation Fund | Buy | 12,914 | 952,713 | $16,110 |
| Q4 2016 | Ariel Appreciation Fund | Buy | 92,531 | 939,799 | $15,178 |
| Q3 2016 | Ariel Appreciation Fund | Buy | 242,987 | 847,268 | $12,455 |
| Q2 2016 | Ariel Appreciation Fund | Buy | 356,181 | 604,281 | $8,261 |
| Q1 2016 | Ariel Appreciation Fund | Buy | 159,100 | 248,100 | $3,441 |
| Q4 2014 | Ariel Appreciation Fund | Buy | 40,600 | 126,000 | $4,777 |
| Q3 2014 | Bares Capital Management | Buy | 7,108 | 37,892 | $1,355 |
| Q3 2014 | Ariel Appreciation Fund | Buy | 4,800 | 85,400 | $3,055 |
| Q2 2014 | Ariel Appreciation Fund | Buy | 18,225 | 80,600 | $2,902 |
| Q2 2014 | Bares Capital Management | Buy | 320 | 30,784 | $1,109 |
| Q1 2014 | Ariel Appreciation Fund | Buy | 24,600 | 62,375 | $2,166 |
| Q4 2013 | Ariel Appreciation Fund | Buy | 37,775 | 37,775 | $1,317 |
| Q3 2013 | Third Avenue Management | Buy | 170,529 | 227,372 | $7,778 |
| Q3 2013 | Bares Capital Management | Buy | 23,667 | 31,556 | $1,080 |
| Q2 2013 | Third Avenue Management | Buy | 56,843 | 56,843 | $7,835 |
| Q2 2013 | Bares Capital Management | Buy | 7,889 | 7,889 | $1,087 |
Frequently asked questions about CSWC activity
Which institutional owners are buying CSWC?
Institutional owners buying CSWC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CSWC activity?
"Buy" means an investor increased their reported position in CSWC compared to the prior reporting period. This reflects growing exposure to CSWC rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CSWC increasing?
Institutional interest in CSWC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.