Capital Southwest
CSWC
149 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, 55 increasing their positions, 44 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
25% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 44
3% more funds holding
Funds holding: 145 → 149 (+4)
0.23% more ownership
Funds ownership: 24.21% → 24.44% (+0.23%)
0% more capital invested
Capital invested by funds: $290M → $290M (+$428K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less call options, than puts
Call options by funds: $2.68M | Put options by funds: $3.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$5.84M |
| 2 |
DA
Denali Advisors
San Diego,
California
|
+$3.16M |
| 3 |
VanEck Associates
New York
|
+$2.35M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.84M |
| 5 |
HF
HRT Financial
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$2.23M |
| 2 |
Two Sigma Advisers
New York
|
-$2.22M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$1.96M |
| 4 |
First Manhattan
New York
|
-$1.35M |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$1.13M |
CSWC Hedge Fund Activity: Q3 2024 in Review
149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q3 2024, worth a combined $290M — up 0.15% from $290M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CSWC positions and 15 closed out — a net gain of 7 holders — while 55 added to existing stakes and 44 trimmed.
The largest buyer was Harbor Capital Advisors, adding an estimated $5.84M. The largest seller was Two Sigma Investments, cutting an estimated $2.23M.
- 149 institutional investors held Capital Southwest (CSWC) as of Q3 2024, up from 145 in Q2 2024.
- Funds reported $290M of Capital Southwest stock for Q3 2024, up 0.15% quarter-over-quarter.
- 22 funds opened new Capital Southwest positions in Q3 2024 and 15 closed out, a net change of +7 holders.
- The largest Capital Southwest buyer in Q3 2024 was Harbor Capital Advisors, an estimated $5.84M added.
- The largest Capital Southwest seller in Q3 2024 was Two Sigma Investments, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2024.