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Capital Southwest
CSWC

Overview Fund Activity

142 hedge funds and large institutions have $262M invested in Capital Southwest in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 23 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
56
Reduced
33
Closed
23
Calls
$5.49M
Puts
$2.48M
Net Calls
+$3.01M
Net Calls Change
+$1.41M

Top Buyers

1
SMH
1
Sanders Morris Harris
Texas
$16.1M
2
VanEck Associates
2
VanEck Associates
New York
$21.1M
3
Franklin Resources
3
Franklin Resources
California
$2.71M
4
FCM
4
FJ Capital Management
Virginia
$2.05M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$823K
2
MW
2
Melia Wealth
Oklahoma
$9.29M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$2.36M +$572K +22,915 +32%
RJA
27
Raymond James & Associates
Florida
$2.09M -$499K -20,008 -19%
FCM
28
FJ Capital Management
Virginia
$2.05M +$2.05M +82,205 New
MCM
29
Moerus Capital Management
New York
$2.05M -$340K -13,633 -14%
ATC
30
Argent Trust Co
Tennessee
$1.97M +$264K +10,569 +15%
RWA
31
Redmont Wealth Advisors
Illinois
$1.96M -$36.6K -1,465 -2%
Millennium Management
32
Millennium Management
New York
$1.91M -$553K -22,165 -22%
HCM
33
Hodges Capital Management
Texas
$1.81M +$120K +4,813 +7%
MC
34
Muzinich & Co
New York
$1.78M – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.75M +$623K +24,968 +55%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.7M +$1.7M +67,965 New
FIA
37
Foundations Investment Advisors
Arizona
$1.63M +$272K +10,895 +20%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.63M -$33.2K -1,330 -2%
SSA
39
Schonfeld Strategic Advisors
New York
$1.58M +$1.58M +63,500 New
CAM
40
Cozad Asset Management
Illinois
$1.56M +$1.56M +62,370 New
Jane Street
41
Jane Street
New York
$1.5M +$1.5M +60,059 New
UBS Group
42
UBS Group
Switzerland
$1.41M +$235K +9,411 +20%
FDS
43
First Dallas Securities
Texas
$1.33M +$90.4K +3,621 +7%
JF
44
Jump Financial
Illinois
$1.27M +$31.5K +1,263 +3%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.27M +$21.1K +923 +2%
Barclays
46
Barclays
United Kingdom
$1.24M +$1.22M +48,859 +7,599%
MAA
47
Mraz Amerine & Associates
California
$1.17M -$72K -2,886 -6%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.13M +$255K +10,216 +29%
HF
49
HRT Financial
New York
$1.13M +$727K +29,156 +182%
KAS
50
Kestra Advisory Services
Texas
$1.09M +$6.99K +280 +0.6%
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