Capital Southwest
CSWC
101 hedge funds and large institutions have $145M invested in Capital Southwest in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 102 → 101 (-1)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
4.61% less ownership
Funds ownership: 28.26% → 23.65% (-4.6%)
6% less capital invested
Capital invested by funds: $154M → $145M (-$9.74M)
48% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $2.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.9M |
| 2 |
GG
Golden Green
Seneca,
South Carolina
|
+$1.81M |
| 3 |
VanEck Associates
New York
|
+$1.16M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$931K |
| 5 |
GA
GraniteShares Advisors
New York
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$9.63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.18M |
| 3 |
Two Sigma Investments
New York
|
-$3.42M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.28M |
| 5 |
Two Sigma Advisers
New York
|
-$2.6M |
CSWC Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2023, worth a combined $145M — down 6.3% from $154M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CSWC and 15 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 38 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $1.9M. The largest seller was Millennium Management, cutting an estimated $9.63M.
- 101 institutional investors held Capital Southwest (CSWC) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $145M of Capital Southwest stock for Q1 2023, down 6.3% quarter-over-quarter.
- 15 funds opened new Capital Southwest positions in Q1 2023 and 16 closed out, a net change of -1 holder.
- The largest Capital Southwest buyer in Q1 2023 was Punch & Associates Investment Management, an estimated $1.9M added.
- The largest Capital Southwest seller in Q1 2023 was Millennium Management, an estimated $9.63M sold.
Based on aggregated 13F filings for Q1 2023.