CSWC icon

Capital Southwest
CSWC

Overview Fund Activity

114 hedge funds and large institutions have $196M invested in Capital Southwest in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
46
Reduced
25
Closed
13
Calls
$3.22M
Puts
$2.15M
Net Calls
+$1.07M
Net Calls Change
-$1.84M

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$1.69M
2
VanEck Associates
2
VanEck Associates
New York
$15.1M
3
HCM
3
Hodges Capital Management
Texas
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.43M
5
BPA
5
Beacon Pointe Advisors
California
$972K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$17.7M
2
Invesco
2
Invesco
Georgia
$10.1M
3
QC
3
Quadrature Capital
United Kingdom
$769K
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
GraniteShares Advisors
New York
$1.95M +$74.8K +3,266 +4%
RWA
27
Redmont Wealth Advisors
Illinois
$1.73M +$688K +30,039 +66%
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$1.69M +$1.69M +73,977 New
HCM
29
Hodges Capital Management
Texas
$1.45M +$1.45M +63,404 New
Citadel Advisors
30
Citadel Advisors
Florida
$1.43M +$1.43M +62,612 +169,222%
PI
31
Putnam Investments
Massachusetts
$1.37M +$175K +7,624 +15%
BRWA
32
B. Riley Wealth Advisors
Florida
$1.27M -$357K -15,589 -22%
Wells Fargo
33
Wells Fargo
California
$1.22M +$204K +8,892 +20%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.2M +$172K +7,519 +17%
MAA
35
Mraz Amerine & Associates
California
$1.16M -$5.93K -259 -0.5%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.05M – – –
UBS Group
37
UBS Group
Switzerland
$1.04M +$130K +5,686 +14%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.01M +$728K +31,796 +257%
CSC
39
Caldwell Sutter Capital
California
$990K – – –
BPA
40
Beacon Pointe Advisors
California
$972K +$972K +42,430 New
Canada Life
41
Canada Life
Manitoba, Canada
$916K +$221K +9,671 +32%
KAS
42
Kestra Advisory Services
Texas
$908K +$99.6K +4,349 +12%
Osaic Holdings
43
Osaic Holdings
Arizona
$898K +$25.7K +1,123 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$896K +$32.4K +1,417 +4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$877K +$31.4K +1,372 +4%
QC
46
Quadrature Capital
United Kingdom
$769K -$1.07M -46,787 -58%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$766K +$146K +6,368 +24%
AR
48
Advisory Research
Illinois
$749K -$93.8K -4,097 -11%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$746K +$256K +11,181 +52%
MC
50
Muzinich & Co
New York
$746K +$256K +11,181 +52%
1
2
3 4 5