Capital Southwest
CSWC
109 hedge funds and large institutions have $163M invested in Capital Southwest in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
130% more call options, than puts
Call options by funds: $5.13M | Put options by funds: $2.23M
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
13% more capital invested
Capital invested by funds: $145M → $163M (+$18.4M)
8% more funds holding
Funds holding: 101 → 109 (+8)
1.18% less ownership
Funds ownership: 23.65% → 22.47% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$1.98M |
| 2 |
VanEck Associates
New York
|
+$1.66M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$990K |
| 5 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.09M |
| 2 |
Two Sigma Advisers
New York
|
-$1.99M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.39M |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$1.19M |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$424K |
CSWC Hedge Fund Activity: Q2 2023 in Review
109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2023, worth a combined $163M — up 13% from $145M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CSWC positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 26 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $1.98M. The largest seller was Millennium Management, cutting an estimated $6.09M.
- 109 institutional investors held Capital Southwest (CSWC) as of Q2 2023, up from 101 in Q1 2023.
- Funds reported $163M of Capital Southwest stock for Q2 2023, up 13% quarter-over-quarter.
- 18 funds opened new Capital Southwest positions in Q2 2023 and 9 closed out, a net change of +9 holders.
- The largest Capital Southwest buyer in Q2 2023 was Two Sigma Investments, an estimated $1.98M added.
- The largest Capital Southwest seller in Q2 2023 was Millennium Management, an estimated $6.09M sold.
Based on aggregated 13F filings for Q2 2023.