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Capital Southwest
CSWC

Overview Fund Activity

102 hedge funds and large institutions have $154M invested in Capital Southwest in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
41
Reduced
17
Closed
10
Calls
$1.4M
Puts
$1.82M
Net Calls
-$420K
Net Calls Change
-$252K

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.81M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$12.8M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$6.78M
4
Millennium Management
4
Millennium Management
New York
$15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.89M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$3.28M
3
JF
3
Jump Financial
Illinois
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
51
Sunbelt Securities
Texas
$317K +$39.8K +2,325 +14%
1WM
52
1900 Wealth Management
Texas
$312K – – –
SCA
53
SMH Capital Advisors
Texas
$307K +$307K +17,935 New
ASFA
54
All Season Financial Advisors
Colorado
$296K +$8.35K +488 +3%
QT
55
Quantbot Technologies
New York
$293K +$291K +17,035 +17,035%
HKAM
56
Horizon Kinetics Asset Management
New York
$291K – – –
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$290K -$178K -10,412 -38%
FDS
58
First Dallas Securities
Texas
$282K +$282K +16,500 New
Osaic Holdings
59
Osaic Holdings
Arizona
$280K -$3.04K -178 -1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$273K -$11K -642 -4%
HCM
61
Hodges Capital Management
Texas
$267K +$267K +15,620 New
US Bancorp
62
US Bancorp
Minnesota
$234K -$21K -1,226 -8%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$231K +$32.3K +1,886 +16%
GLA
64
Good Life Advisors
Pennsylvania
$221K +$9.32K +545 +4%
Mariner
65
Mariner
Kansas
$202K -$701 -41 -0.3%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$201K – – –
CWP
67
Core Wealth Partners
California
$197K +$197K +11,520 New
Geode Capital Management
68
Geode Capital Management
Massachusetts
$192K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$191K +$4.41K +258 +2%
Brown Advisory
70
Brown Advisory
Maryland
$183K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$182K -$184K -10,734 -50%
SBH
72
Segall Bryant & Hamill
Illinois
$182K – – –
DTL
73
Dynamic Technology Lab
Singapore
$179K +$179K +10,451 New
State Farm Mutual Automobile Insurance
74
State Farm Mutual Automobile Insurance
Illinois
$171K – – –
Bank of America
75
Bank of America
North Carolina
$105K +$22.2K +1,298 +27%
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