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Capital Southwest

89 hedge funds and large institutions have $132M invested in Capital Southwest in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 17 closing their positions.

Holders
89
Holders Change
-12
Holders Change %
-11.88%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
32
Reduced
29
Closed
17
Calls
$1.41M
Puts
$1.58M
Net Calls
-$168K
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Shares
Change %
HKAM
51
Horizon Kinetics Asset Management
New York
$288K
ASFA
52
All Season Financial Advisors
Colorado
$285K +$12.9K +759 +5%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$282K +$526 +31 +0.2%
Osaic Holdings
54
Osaic Holdings
Arizona
$280K -$85.7K -5,065 -23%
CWM
55
Cornerstone Wealth Management
Missouri
$277K +$25.4K +1,499 +10%
SS
56
Sunbelt Securities
Texas
$275K +$88.9K +5,249 +48%
US Bancorp
57
US Bancorp
Minnesota
$253K +$18.5K +1,093 +8%
Goldman Sachs
58
Goldman Sachs
New York
$212K -$1.39M -82,131 -87%
GLA
59
Good Life Advisors
Pennsylvania
$209K -$4.89K -289 -2%
SSA
60
Schonfeld Strategic Advisors
New York
$203K +$203K +12,000 New
Mariner
61
Mariner
Kansas
$201K +$712 +42 +0.4%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$199K -$203K -11,967 -50%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$197K +$2.29K +135 +1%
Geode Capital Management
64
Geode Capital Management
Massachusetts
$190K
PAG
65
Private Advisor Group
New Jersey
$189K +$4.23K +249 +2%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$185K -$288 -17 -0.2%
Brown Advisory
67
Brown Advisory
Maryland
$181K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$180K -$373K -22,075 -67%
SBH
69
Segall Bryant & Hamill
Illinois
$180K
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$169K
PI
71
PEAK6 Investments
Illinois
$141K -$120K -7,061 -46%
Wells Fargo
72
Wells Fargo
California
$95K -$8.86K -524 -9%
Bank of America
73
Bank of America
North Carolina
$82K -$3.45K -204 -4%
WTA
74
Washington Trust Advisors
Massachusetts
$71K
ACM
75
Aquatic Capital Management
Illinois
$69K