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Capital Southwest
CSWC

Overview Fund Activity

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.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
29
Reduced
25
Closed
15
Calls
$1.73M
Puts
$1.02M
Net Calls
+$716K
Net Calls Change
+$658K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$14.1M
2
Millennium Management
2
Millennium Management
New York
$3.45M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.15M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.09M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.2M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
AM
2
Ares Management
California
$0
3
QC
3
Quadrature Capital
United Kingdom
$749K
4
Bank of America
4
Bank of America
North Carolina
$152K
5
BlackRock
5
BlackRock
New York
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.2M +$985K +41,505 +454%
LCWP
27
Legacy Capital Wealth Partners
Arkansas
$1.18M +$2.82K +119 +0.2%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.09M +$1.09M +45,990 New
UBS Group
29
UBS Group
Switzerland
$936K +$87K +3,667 +10%
RJA
30
Raymond James & Associates
Florida
$837K +$41.5K +1,750 +5%
KAS
31
Kestra Advisory Services
Texas
$753K -$17.7K -747 -2%
QC
32
Quadrature Capital
United Kingdom
$749K -$1.35M -57,001 -64%
RIG
33
Roosevelt Investment Group
New York
$621K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$613K +$18.4K +777 +3%
AR
35
Advisory Research
Illinois
$585K – – –
CAG
36
Csenge Advisory Group
Florida
$581K +$140K +5,895 +32%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$562K +$522 +22 +0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$488K +$14.5K +611 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$481K -$42.7K -2,001 -8%
VEA
40
Virtus ETF Advisers
New York
$477K +$133K +5,601 +39%
BA
41
Bard Associates
Illinois
$467K -$7.12K -300 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$449K +$200K +8,435 +81%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$448K +$448K +18,700 New
1WM
44
1900 Wealth Management
Texas
$434K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$417K -$57.7K -2,428 -12%
HKAM
46
Horizon Kinetics Asset Management
New York
$403K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$392K +$51.4K +2,169 +15%
JF
48
Jump Financial
Illinois
$387K -$92.6K -3,900 -19%
ASFA
49
All Season Financial Advisors
Colorado
$377K -$214K -9,025 -36%
US Bancorp
50
US Bancorp
Minnesota
$325K – – –
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