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Capital Southwest
CSWC

Overview Fund Activity

67 hedge funds and large institutions have $83.1M invested in Capital Southwest in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
18
Closed
8
Calls
$277K
Puts
$472K
Net Calls
-$195K
Net Calls Change
+$51K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.2M
2
SMH
2
Sanders Morris Harris
Texas
$11.9M
3
AAM
3
Advisors Asset Management
Colorado
$1.97M
4
AIM
4
Aigen Investment Management
New York
$219K
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$519K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.78M
2
VEA
2
Virtus ETF Advisers
New York
$637K
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
First Manhattan
5
First Manhattan
New York
$6.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$519K +$200K +14,800 +62%
Two Sigma Investments
27
Two Sigma Investments
New York
$457K +$136K +10,053 +42%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$452K -$245K -18,133 -35%
Wells Fargo
29
Wells Fargo
California
$427K -$172K -12,753 -29%
RIG
30
Roosevelt Investment Group
New York
$367K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$343K +$67 +5 +0%
VF
32
Virtu Financial
New York
$307K +$307K +22,807 New
Osaic Holdings
33
Osaic Holdings
Arizona
$281K +$166K +12,293 +144%
HKAM
34
Horizon Kinetics Asset Management
New York
$251K – – –
CG
35
Colony Group
Massachusetts
$241K – – –
BA
36
Bard Associates
Illinois
$240K – – –
WS
37
Wedbush Securities
California
$238K – – –
AIM
38
Aigen Investment Management
New York
$219K +$219K +16,265 New
LPL Financial
39
LPL Financial
California
$214K +$23.5K +1,747 +12%
US Bancorp
40
US Bancorp
Minnesota
$212K – – –
GIM
41
Greenwich Investment Management
Connecticut
$176K -$14.6K -1,080 -8%
CWM
42
Centric Wealth Management
Illinois
$175K +$175K +13,000 New
ECM
43
ExodusPoint Capital Management
New York
$171K +$171K +12,711 New
CAG
44
Csenge Advisory Group
Florida
$170K +$10.1K +751 +6%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$165K +$165K +12,254 New
WGA
46
Weather Gauge Advisory
Virginia
$161K -$64K -4,757 -28%
Wolverine Trading
47
Wolverine Trading
Illinois
$150K +$150K +11,359 New
Brown Advisory
48
Brown Advisory
Maryland
$144K – – –
TI
49
Trexquant Investment
Connecticut
$143K +$143K +10,587 New
CF
50
Centaurus Financial
California
$104K +$104K +7,705 New
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