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Capital Southwest

89 hedge funds and large institutions have $132M invested in Capital Southwest in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 17 closing their positions.

Holders
89
Holders Change
-12
Holders Change %
-11.88%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
32
Reduced
29
Closed
17
Calls
$1.41M
Puts
$1.58M
Net Calls
-$168K
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$896K +$35.3K +2,086 +4%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$779K
KAS
28
Kestra Advisory Services
Texas
$629K +$59.3K +3,502 +10%
RJA
29
Raymond James & Associates
Florida
$609K -$12.1K -714 -2%
AR
30
Advisory Research
Illinois
$609K +$152K +8,961 +33%
Canada Life
31
Canada Life
Manitoba, Canada
$532K +$115K +6,786 +28%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$504K +$90K +5,316 +22%
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$464K +$464K +27,389 New
RIG
34
Roosevelt Investment Group
New York
$433K -$6.37K -376 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$424K -$45.3K -2,678 -10%
JF
36
Jump Financial
Illinois
$413K
AllianceBernstein
37
AllianceBernstein
Tennessee
$412K +$412K +24,296 New
TI
38
Trexquant Investment
Connecticut
$403K -$82.6K -4,869 -17%
Morgan Stanley
39
Morgan Stanley
New York
$402K -$561K -33,134 -58%
CAG
40
Csenge Advisory Group
Florida
$399K +$29.5K +1,739 +8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$391K +$57.4K +3,396 +17%
UBS Group
42
UBS Group
Switzerland
$379K -$198K -11,667 -34%
MAA
43
Mraz Amerine & Associates
California
$365K +$365K +21,548 New
VEA
44
Virtus ETF Advisers
New York
$364K -$15.9K -940 -4%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$362K +$38.3K +2,258 +12%
BPC
46
Banque Pictet & Cie
Switzerland
$339K
PNAA
47
Pictet North America Advisors
Switzerland
$339K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$335K +$84K +4,959 +33%
BA
49
Bard Associates
Illinois
$320K +$25.8K +1,525 +9%
1WM
50
1900 Wealth Management
Texas
$310K