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Capital Southwest
CSWC

Overview Fund Activity

102 hedge funds and large institutions have $154M invested in Capital Southwest in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
41
Reduced
17
Closed
10
Calls
$1.4M
Puts
$1.82M
Net Calls
-$420K
Net Calls Change
-$252K

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.81M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$12.8M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$6.78M
4
Millennium Management
4
Millennium Management
New York
$15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.89M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$3.28M
3
JF
3
Jump Financial
Illinois
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.07M +$162K +9,469 +18%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.05M +$49.1K +2,869 +5%
Morgan Stanley
28
Morgan Stanley
New York
$835K +$429K +25,068 +106%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$786K – – –
MAA
30
Mraz Amerine & Associates
California
$751K +$382K +22,352 +104%
CSC
31
Caldwell Sutter Capital
California
$727K +$727K +42,528 New
QC
32
Quadrature Capital
United Kingdom
$691K +$691K +40,393 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$674K +$674K +39,440 New
AR
34
Advisory Research
Illinois
$624K +$8.89K +520 +1%
GA
35
GraniteShares Advisors
New York
$610K +$610K +35,682 New
KAS
36
Kestra Advisory Services
Texas
$595K -$40K -2,339 -6%
GCP
37
GSA Capital Partners
United Kingdom
$560K +$560K +32,777 New
Canada Life
38
Canada Life
Manitoba, Canada
$553K +$12.1K +701 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$529K +$19.5K +1,141 +4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$522K +$127K +7,449 +32%
UBS Group
41
UBS Group
Switzerland
$501K +$119K +6,957 +31%
SSA
42
Schonfeld Strategic Advisors
New York
$469K +$263K +15,400 +128%
Corient Private Wealth
43
Corient Private Wealth
Florida
$437K +$437K +25,580 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$417K +$235K +13,715 +129%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$393K -$35.6K -2,082 -8%
VEA
46
Virtus ETF Advisers
New York
$373K +$6.24K +365 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$366K +$27.9K +1,632 +8%
BPC
48
Banque Pictet & Cie
Switzerland
$342K – – –
PNAA
49
Pictet North America Advisors
Switzerland
$342K – – –
BA
50
Bard Associates
Illinois
$323K – – –
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