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Capital Southwest
CSWC

Overview Fund Activity

91 hedge funds and large institutions have $140M invested in Capital Southwest in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
37
Reduced
14
Closed
11
Calls
$1.3M
Puts
$2.37M
Net Calls
-$1.08M
Net Calls Change
-$2.13M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$4.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.86M
4
Norges Bank
4
Norges Bank
Norway
$1.32M
5
Invesco
5
Invesco
Georgia
$1.03M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$14.4M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$11.8M
3
Creative Planning
3
Creative Planning
Kansas
$0
4
SMH
4
Sanders Morris Harris
Texas
$17.5M
5
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$1.13M +$604K +26,018 +116%
TA
27
Tectonic Advisors
Texas
$1.03M +$90K +3,875 +10%
Invesco
28
Invesco
Georgia
$1.03M +$1.03M +44,272 New
LPL Financial
29
LPL Financial
California
$970K +$126K +5,407 +15%
ECM
30
ExodusPoint Capital Management
New York
$850K +$850K +36,589 New
UBS Group
31
UBS Group
Switzerland
$782K +$177K +7,618 +29%
Osaic Holdings
32
Osaic Holdings
Arizona
$761K +$21.2K +916 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$671K +$7.81K +336 +1%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$669K +$272K +11,726 +69%
QC
35
Quadrature Capital
United Kingdom
$657K -$947K -40,851 -59%
AR
36
Advisory Research
Illinois
$637K -$59.4K -2,557 -9%
VEA
37
Virtus ETF Advisers
New York
$623K +$93K +4,001 +18%
VF
38
Virtu Financial
New York
$617K +$617K +26,572 New
RIG
39
Roosevelt Investment Group
New York
$611K – – –
HF
40
HRT Financial
New York
$600K +$69.2K +2,982 +13%
MWNA
41
Marshall Wace North America
New York
$591K +$591K +25,436 New
ASFA
42
All Season Financial Advisors
Colorado
$571K +$571K +24,574 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$537K -$161K -6,939 -23%
ASN
44
Advisory Services Network
Georgia
$522K -$83.3K -3,584 -14%
RJA
45
Raymond James & Associates
Florida
$515K +$515K +22,168 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$486K +$139K +5,973 +40%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$464K – – –
BA
48
Bard Associates
Illinois
$464K +$6.85K +295 +1%
CAG
49
Csenge Advisory Group
Florida
$462K -$26.7K -1,073 -5%
1WM
50
1900 Wealth Management
Texas
$424K – – –
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