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Capital Southwest
CSWC

Overview Fund Activity

91 hedge funds and large institutions have $148M invested in Capital Southwest in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
24
Reduced
26
Closed
10
Calls
$1.62M
Puts
$1.57M
Net Calls
+$58K
Net Calls Change
+$1.55M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$2.24M
2
VanEck Associates
2
VanEck Associates
New York
$9.58M
3
MCM
3
McKinley Capital Management
Alaska
$2.5M
4
Ameriprise
4
Ameriprise
Minnesota
$1.45M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.32M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.43M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.54M
3
Millennium Management
3
Millennium Management
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$449K
5
First Manhattan
5
First Manhattan
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
51
Nexpoint Asset Management
Texas
$306K +$306K +12,096 New
Mariner
52
Mariner
Kansas
$299K -$4.58K -181 -2%
PAG
53
Private Advisor Group
New Jersey
$288K +$288K +11,394 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$288K +$288K +11,411 New
Geode Capital Management
55
Geode Capital Management
Massachusetts
$284K – – –
SBH
56
Segall Bryant & Hamill
Illinois
$270K – – –
Brown Advisory
57
Brown Advisory
Maryland
$270K – – –
TI
58
Trexquant Investment
Connecticut
$268K +$268K +10,600 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$265K -$75.2K -2,969 -22%
State Farm Mutual Automobile Insurance
60
State Farm Mutual Automobile Insurance
Illinois
$253K – – –
CAAS
61
Capital Asset Advisory Services
Michigan
$244K +$244K +9,654 New
SS
62
Sunbelt Securities
Texas
$233K +$233K +9,057 New
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$231K +$231K +9,144 New
WKWM
64
Walter & Keenan Wealth Management
Indiana
$228K – – –
GC
65
Guggenheim Capital
Illinois
$211K +$211K +8,328 New
CG
66
Colony Group
Massachusetts
$202K – – –
Canada Life
67
Canada Life
Manitoba, Canada
$177K -$6.09K -242 -3%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$162K +$150K +5,951 +1,263%
WTA
69
Washington Trust Advisors
Massachusetts
$143K +$143K +5,676 New
Wells Fargo
70
Wells Fargo
California
$132K +$9.95K +394 +8%
GWM
71
Geneos Wealth Management
Colorado
$101K -$22.6K -900 -18%
Simplex Trading
72
Simplex Trading
Illinois
$94K -$102K -4,051 -52%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$88.5K +$88.5K +3,500 New
TCWM
74
Total Clarity Wealth Management
Illinois
$79K +$9.72K +386 +14%
TH
75
TCTC Holdings
Texas
$54K – – –
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