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Capital Southwest
CSWC

Overview Fund Activity

144 hedge funds and large institutions have $289M invested in Capital Southwest in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
52
Reduced
41
Closed
21
Calls
$2.27M
Puts
$4.3M
Net Calls
-$2.04M
Net Calls Change
-$5.05M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$19.5M
2
Invesco
2
Invesco
Georgia
$9M
3
VanEck Associates
3
VanEck Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
HCA
5
Harbor Capital Advisors
Illinois
$4.1M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
26
Total Clarity Wealth Management
Illinois
$2.17M -$361K -13,825 -14%
MCM
27
Moerus Capital Management
New York
$2.14M – – –
Ameriprise
28
Ameriprise
Minnesota
$2.07M -$541K -20,747 -21%
Hudson Bay Capital Management
29
Hudson Bay Capital Management
Connecticut
$1.96M +$1.96M +75,215 New
Barclays
30
Barclays
United Kingdom
$1.95M +$661K +25,318 +51%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.94M +$1.94M +74,253 New
HCM
32
Hodges Capital Management
Texas
$1.89M +$6.52K +250 +0.3%
ATC
33
Argent Trust Co
Tennessee
$1.89M -$173K -6,643 -8%
RWA
34
Redmont Wealth Advisors
Illinois
$1.86M -$190K -7,276 -9%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1.81M +$32.7K +1,253 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.78M -$49.7K -1,903 -3%
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$1.77M +$1.77M +68,019 New
FIA
38
Foundations Investment Advisors
Arizona
$1.76M +$50.9K +1,950 +3%
RJA
39
Raymond James & Associates
Florida
$1.69M -$492K -18,862 -23%
CAM
40
Cozad Asset Management
Illinois
$1.69M +$62.8K +2,408 +4%
UBS Group
41
UBS Group
Switzerland
$1.62M +$144K +5,528 +10%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.58M -$123K -4,696 -7%
FDS
43
First Dallas Securities
Texas
$1.41M +$20.2K +775 +1%
WI
44
Wintrust Investments
Illinois
$1.29M +$245K +9,400 +23%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.28M -$164K -6,271 -11%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.2M +$1.2M +45,811 New
MAA
47
Mraz Amerine & Associates
California
$1.19M -$38.9K -1,492 -3%
CSC
48
Caldwell Sutter Capital
California
$1.13M – – –
JF
49
Jump Financial
Illinois
$1.08M -$250K -9,599 -19%
KAS
50
Kestra Advisory Services
Texas
$1.07M -$73.2K -2,805 -6%
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