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Capital Southwest
CSWC

Overview Fund Activity

83 hedge funds and large institutions have $145M invested in Capital Southwest in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
27
Reduced
24
Closed
18
Calls
$2.01M
Puts
$3.5M
Net Calls
-$1.49M
Net Calls Change
-$418K

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$2.64M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$4.8M
3
MCM
3
McKinley Capital Management
Alaska
$1.46M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$628K
5
BlackRock
5
BlackRock
New York
$3.76M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$572K
3
Citadel Advisors
3
Citadel Advisors
Florida
$389K
4
Norges Bank
4
Norges Bank
Norway
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$338K -$38.7K -1,540 -10%
Mariner
52
Mariner
Kansas
$302K – – –
OC
53
Oppenheimer & Co
New York
$300K +$61.8K +2,456 +26%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$283K +$283K +11,251 New
Brown Advisory
55
Brown Advisory
Maryland
$269K – – –
SBH
56
Segall Bryant & Hamill
Illinois
$269K – – –
State Farm Mutual Automobile Insurance
57
State Farm Mutual Automobile Insurance
Illinois
$268K +$268K +10,000 New
WGA
58
Weather Gauge Advisory
Virginia
$227K -$13K -515 -5%
WKWM
59
Walter & Keenan Wealth Management
Indiana
$227K – – –
CG
60
Colony Group
Massachusetts
$201K +$201K +7,979 New
Simplex Trading
61
Simplex Trading
Illinois
$193K -$12.4K -500 -6%
Canada Life
62
Canada Life
Manitoba, Canada
$185K +$21.1K +831 +13%
WT
63
Washington Trust
Rhode Island
$143K – – –
GWM
64
Geneos Wealth Management
Colorado
$126K +$42.9K +1,673 +52%
Wells Fargo
65
Wells Fargo
California
$122K -$1.64K -65 -1%
PI
66
PEAK6 Investments
Illinois
$71K +$71K +2,801 New
TCWM
67
Total Clarity Wealth Management
Illinois
$69K +$69K +2,750 New
AF
68
Allworth Financial
California
$67K – – –
Deutsche Bank
69
Deutsche Bank
Germany
$66K +$40.6K +1,611 +160%
FIA
70
FNY Investment Advisers
New York
$62K -$37.2K -1,500 -38%
TH
71
TCTC Holdings
Texas
$54K – – –
TWA
72
TCI Wealth Advisors
Arizona
$50K +$50K +2,000 New
DOA
73
D'Orazio & Associates
Virginia
$33K +$7.77K +308 +31%
TRCT
74
Tower Research Capital (TRC)
New York
$28K +$5.46K +220 +24%
RIM
75
Rockbridge Investment Management
New York
$27K +$554 +22 +2%
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