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Capital Southwest
CSWC

Overview Fund Activity

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.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
38
Reduced
22
Closed
16
Calls
$1.4M
Puts
$2.71M
Net Calls
-$1.31M
Net Calls Change
-$891K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$15.1M
2
GG
2
Golden Green
South Carolina
$1.75M
3
VanEck Associates
3
VanEck Associates
New York
$8.93M
4
PI
4
Putnam Investments
Massachusetts
$900K
5
GA
5
GraniteShares Advisors
New York
$1.47M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.7K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Bard Associates
Illinois
$336K – – –
1WM
52
1900 Wealth Management
Texas
$312K – – –
SCA
53
SMH Capital Advisors
Texas
$312K -$13K -718 -4%
SS
54
Sunbelt Securities
Texas
$308K -$16.4K -939 -5%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$302K – – –
HKAM
56
Horizon Kinetics Asset Management
New York
$295K -$7.11K -400 -2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$284K – – –
AWS
58
Atria Wealth Solutions
New York
$272K +$272K +15,324 New
US Bancorp
59
US Bancorp
Minnesota
$244K – – –
GLA
60
Good Life Advisors
Pennsylvania
$234K +$4.87K +274 +2%
Mariner
61
Mariner
Kansas
$227K +$16.7K +940 +8%
RJT
62
Raymond James Trust
Florida
$213K +$213K +12,007 New
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$209K – – –
CWP
64
Core Wealth Partners
California
$205K – – –
Geode Capital Management
65
Geode Capital Management
Massachusetts
$200K – – –
Brown Advisory
66
Brown Advisory
Maryland
$190K – – –
SBH
67
Segall Bryant & Hamill
Illinois
$189K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$188K -$513K -28,863 -73%
Stifel Financial
69
Stifel Financial
Missouri
$183K +$183K +10,316 New
GCP
70
GSA Capital Partners
United Kingdom
$181K -$401K -22,576 -69%
State Farm Mutual Automobile Insurance
71
State Farm Mutual Automobile Insurance
Illinois
$178K – – –
PI
72
PEAK6 Investments
Illinois
$134K +$134K +7,564 New
Simplex Trading
73
Simplex Trading
Illinois
$99K +$6.95K +394 +8%
HCM
74
Hollencrest Capital Management
California
$92.2K +$2.69K +151 +3%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$86K -$102K -5,762 -54%
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