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Capital Southwest
CSWC

Overview Fund Activity

158 hedge funds and large institutions have $318M invested in Capital Southwest in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
59
Reduced
41
Closed
20
Calls
$3.08M
Puts
$4.76M
Net Calls
-$1.68M
Net Calls Change
-$1.17M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$21.8M
2
BPA
2
Beacon Pointe Advisors
California
$10.7M
3
Millennium Management
3
Millennium Management
New York
$5.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.31M

Top Sellers

1
Invesco
1
Invesco
Georgia
$687K
2
AAM
2
Advisors Asset Management
Colorado
$3.26M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Group One Trading
4
Group One Trading
Illinois
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.63M +$2.21M +101,092 +526%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.61M +$371K +16,991 +17%
MC
28
Muzinich & Co
New York
$2.41M +$94.9K +4,350 +4%
DA
29
Denali Advisors
California
$2.28M -$440K -20,157 -16%
SSA
30
Schonfeld Strategic Advisors
New York
$2.25M +$2.25M +103,043 New
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$2.24M – – –
Marshall Wace
32
Marshall Wace
United Kingdom
$2.24M +$657K +30,124 +42%
UBS Group
33
UBS Group
Switzerland
$2.23M +$989K +45,327 +79%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$2.22M +$2.22M +101,638 New
FIA
35
Foundations Investment Advisors
Arizona
$2.21M +$439K +20,105 +25%
CIM
36
Confluence Investment Management
Missouri
$2.19M +$38.8K +1,779 +2%
HCM
37
Hodges Capital Management
Texas
$2M +$293K +13,448 +17%
Ameriprise
38
Ameriprise
Minnesota
$1.99M +$148K +6,781 +8%
NW
39
Naviter Wealth
Arkansas
$1.82M +$1.82M +83,531 New
BEI
40
Benjamin Edwards Inc
Missouri
$1.8M +$47.4K +2,174 +3%
ATC
41
Argent Trust Co
Tennessee
$1.7M -$139K -6,358 -8%
Barclays
42
Barclays
United Kingdom
$1.69M +$29.5K +1,353 +2%
Goldman Sachs
43
Goldman Sachs
New York
$1.62M +$1.34M +61,546 +480%
MCM
44
Moerus Capital Management
New York
$1.61M -$177K -8,114 -10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.55M -$80.2K -3,674 -5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.53M +$1.26M +57,695 +457%
SSCM
47
Sovereign's Capital Management
Georgia
$1.47M +$1.47M +67,575 New
FDS
48
First Dallas Securities
Texas
$1.46M +$231K +10,596 +19%
RWA
49
Redmont Wealth Advisors
Illinois
$1.46M -$37.5K -1,719 -3%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$1.36M -$62.4K -2,862 -4%
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