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Capital Southwest
CSWC

Overview Fund Activity

114 hedge funds and large institutions have $196M invested in Capital Southwest in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
46
Reduced
25
Closed
13
Calls
$3.22M
Puts
$2.15M
Net Calls
+$1.07M
Net Calls Change
-$1.84M

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$1.69M
2
VanEck Associates
2
VanEck Associates
New York
$15.1M
3
HCM
3
Hodges Capital Management
Texas
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.43M
5
BPA
5
Beacon Pointe Advisors
California
$972K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$17.7M
2
Invesco
2
Invesco
Georgia
$10.1M
3
QC
3
Quadrature Capital
United Kingdom
$769K
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$726K +$60.3K +2,634 +9%
OC
52
Oppenheimer & Co
New York
$723K +$332K +14,483 +85%
ASFA
53
All Season Financial Advisors
Colorado
$673K +$33.7K +1,470 +5%
VEA
54
Virtus ETF Advisers
New York
$636K +$217K +9,461 +52%
Corient Private Wealth
55
Corient Private Wealth
Florida
$534K -$31.5K -1,375 -6%
QT
56
Quantbot Technologies
New York
$519K +$144K +6,296 +38%
SS
57
Sunbelt Securities
Texas
$445K +$252 +11 +0.1%
AWM
58
Apollon Wealth Management
South Carolina
$442K +$7.12K +311 +2%
BA
59
Bard Associates
Illinois
$431K -$2.29K -100 -0.5%
1WM
60
1900 Wealth Management
Texas
$418K – – –
SCA
61
SMH Capital Advisors
Texas
$390K +$13.6K +592 +4%
WG
62
Winton Group
United Kingdom
$389K +$389K +16,990 New
HKAM
63
Horizon Kinetics Asset Management
New York
$376K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$366K – – –
RJT
65
Raymond James Trust
Florida
$361K +$52.1K +2,275 +17%
AWS
66
Atria Wealth Solutions
New York
$346K -$45.9K -2,004 -12%
Northern Trust
67
Northern Trust
Illinois
$320K +$320K +13,975 New
US Bancorp
68
US Bancorp
Minnesota
$318K +$916 +40 +0.3%
HighTower Advisors
69
HighTower Advisors
Illinois
$298K +$298K +13,023 New
GLA
70
Good Life Advisors
Pennsylvania
$284K +$3.16K +138 +1%
Mariner
71
Mariner
Kansas
$283K -$7.26K -317 -3%
Bank of America
72
Bank of America
North Carolina
$276K -$114K -4,990 -29%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$269K – – –
CWP
74
Core Wealth Partners
California
$264K – – –
CW
75
CreativeOne Wealth
Kansas
$260K +$664 +29 +0.3%
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3
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