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Capital Southwest
CSWC

Overview Fund Activity

148 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
54
Reduced
44
Closed
15
Calls
$2.68M
Puts
$3.18M
Net Calls
-$503K
Net Calls Change
+$1.53M

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.8M
2
DA
2
Denali Advisors
California
$3.15M
3
VanEck Associates
3
VanEck Associates
New York
$29.5M
4
BEI
4
Benjamin Edwards Inc
Missouri
$2.03M
5
HF
5
HRT Financial
New York
$1.82M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$16.7M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
First Manhattan
4
First Manhattan
New York
$7.76M
5
WI
5
Wintrust Investments
Illinois
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$2.49M +$31.6K +1,251 +1%
Ameriprise
27
Ameriprise
Minnesota
$2.14M +$125K +4,925 +6%
ATC
28
Argent Trust Co
Tennessee
$2.13M +$300K +11,875 +16%
MCM
29
Moerus Capital Management
New York
$2.08M – – –
TCWM
30
Total Clarity Wealth Management
Illinois
$2.07M -$34.9K -1,380 -2%
FIA
31
Foundations Investment Advisors
Arizona
$2.05M +$347K +13,726 +20%
BEI
32
Benjamin Edwards Inc
Missouri
$2.03M +$1.84M +72,710 +971%
HCM
33
Hodges Capital Management
Texas
$1.98M +$144K +5,679 +8%
Barclays
34
Barclays
United Kingdom
$1.92M +$31.9K +1,263 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.89M +$164K +6,488 +9%
Marshall Wace
36
Marshall Wace
United Kingdom
$1.83M -$47.8K -1,892 -3%
HF
37
HRT Financial
New York
$1.82M +$1.82M +71,786 New
RWA
38
Redmont Wealth Advisors
Illinois
$1.74M -$63.9K -2,526 -4%
LCWP
39
Legacy Capital Wealth Partners
Arkansas
$1.65M -$72.2K -2,855 -4%
RJA
40
Raymond James & Associates
Florida
$1.61M -$28.2K -1,117 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.58M +$48.3K +1,909 +3%
CAM
42
Cozad Asset Management
Illinois
$1.54M -$98.8K -3,906 -6%
UBS Group
43
UBS Group
Switzerland
$1.44M -$127K -5,040 -8%
FDS
44
First Dallas Securities
Texas
$1.43M +$57.9K +2,289 +4%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.18M -$58.1K -2,298 -5%
MAA
46
Mraz Amerine & Associates
California
$1.14M -$7.79K -308 -0.7%
CSC
47
Caldwell Sutter Capital
California
$1.09M – – –
KAS
48
Kestra Advisory Services
Texas
$1.07M +$33.5K +1,326 +3%
Canada Life
49
Canada Life
Manitoba, Canada
$954K +$239K +9,441 +34%
CWM
50
Cornerstone Wealth Management
Missouri
$951K -$3.69K -146 -0.4%
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