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Capital Southwest
CSWC

Overview Fund Activity

109 hedge funds and large institutions have $163M invested in Capital Southwest in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
35
Reduced
26
Closed
9
Calls
$5.14M
Puts
$2.23M
Net Calls
+$2.91M
Net Calls Change
+$4.22M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$4.34M
2
VanEck Associates
2
VanEck Associates
New York
$11.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.22M
4
QC
4
Quadrature Capital
United Kingdom
$1.58M
5
RWA
5
Redmont Wealth Advisors
Illinois
$897K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$419K
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.9M
3
Invesco
3
Invesco
Georgia
$9.76M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
SMH
5
Sanders Morris Harris
Texas
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Muzinich & Co
New York
$422K +$422K +21,386 New
Millennium Management
52
Millennium Management
New York
$419K -$6.52M -330,696 -94%
HCM
53
Hodges Capital Management
Texas
$401K -$356K -20,371 Closed
SS
54
Sunbelt Securities
Texas
$383K +$35.2K +1,786 +10%
AWM
55
Apollon Wealth Management
South Carolina
$374K +$374K +18,979 New
BA
56
Bard Associates
Illinois
$373K – – –
VEA
57
Virtus ETF Advisers
New York
$361K -$141K -7,132 -28%
1WM
58
1900 Wealth Management
Texas
$360K – – –
AWS
59
Atria Wealth Solutions
New York
$337K +$35.2K +1,784 +12%
OC
60
Oppenheimer & Co
New York
$337K +$337K +17,105 New
Bank of America
61
Bank of America
North Carolina
$336K -$45.4K -2,301 -12%
SCA
62
SMH Capital Advisors
Texas
$324K -$15.5K -786 -5%
HKAM
63
Horizon Kinetics Asset Management
New York
$323K -$3.94K -200 -1%
QT
64
Quantbot Technologies
New York
$323K +$323K +16,359 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$315K – – –
JF
66
Jump Financial
Illinois
$296K +$296K +15,000 New
Squarepoint
67
Squarepoint
New York
$290K +$290K +14,708 New
US Bancorp
68
US Bancorp
Minnesota
$273K +$2.7K +137 +1%
RJT
69
Raymond James Trust
Florida
$266K +$29.2K +1,479 +12%
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$265K -$69.6K -3,528 -21%
Stifel Financial
71
Stifel Financial
Missouri
$264K +$60.9K +3,088 +30%
Mariner
72
Mariner
Kansas
$250K -$1.87K -95 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
73
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$244K +$244K +12,375 New
GLA
74
Good Life Advisors
Pennsylvania
$242K -$17.8K -902 -7%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$231K – – –
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