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Capital Southwest
CSWC

Overview Fund Activity

144 hedge funds and large institutions have $289M invested in Capital Southwest in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
52
Reduced
41
Closed
21
Calls
$2.27M
Puts
$4.3M
Net Calls
-$2.04M
Net Calls Change
-$5.05M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$19.5M
2
Invesco
2
Invesco
Georgia
$9M
3
VanEck Associates
3
VanEck Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
HCA
5
Harbor Capital Advisors
Illinois
$4.1M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$1.02M +$1.01M +38,582 +7,266%
OC
52
Oppenheimer & Co
New York
$998K -$42.8K -1,640 -4%
CWM
53
Cornerstone Wealth Management
Missouri
$985K +$30.1K +1,155 +3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$936K -$248K -9,524 -21%
Wells Fargo
55
Wells Fargo
California
$884K -$96.2K -3,689 -10%
BPA
56
Beacon Pointe Advisors
California
$810K -$10.6M -406,327 -93%
QT
57
Quantbot Technologies
New York
$806K +$360K +13,790 +81%
VEA
58
Virtus ETF Advisers
New York
$778K +$118K +4,506 +18%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$760K -$106K -4,045 -12%
Canada Life
60
Canada Life
Manitoba, Canada
$736K +$14.8K +565 +2%
SS
61
Sunbelt Securities
Texas
$637K +$313 +12 +0%
RJT
62
Raymond James Trust
Florida
$587K -$1.49K -57 -0.3%
ACM
63
Aquatic Capital Management
Illinois
$584K +$102K +3,900 +21%
Osaic Holdings
64
Osaic Holdings
Arizona
$584K -$538K -20,607 -48%
ASFA
65
All Season Financial Advisors
Colorado
$559K -$35.1K -1,346 -6%
AWM
66
Apollon Wealth Management
South Carolina
$535K +$965 +37 +0.2%
CSS
67
Cubist Systematic Strategies
Connecticut
$482K -$501K -19,186 -51%
SIC
68
Samalin Investment Counsel
New York
$477K -$3.76K -144 -0.8%
1WM
69
1900 Wealth Management
Texas
$477K – – –
LIA
70
LBMC Investment Advisors
Tennessee
$476K +$476K +18,250 New
DP
71
Dearborn Partners
Illinois
$475K +$45.4K +1,741 +11%
BA
72
Bard Associates
Illinois
$474K – – –
CIA
73
Concurrent Investment Advisors
Florida
$453K +$225K +8,631 +99%
GC
74
Guggenheim Capital
Illinois
$445K +$28.6K +1,098 +7%
Corient Private Wealth
75
Corient Private Wealth
Florida
$440K -$91.1K -3,491 -17%
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