CSWC icon

Capital Southwest
CSWC

Overview Fund Activity

148 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
54
Reduced
44
Closed
15
Calls
$2.68M
Puts
$3.18M
Net Calls
-$503K
Net Calls Change
+$1.53M

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.8M
2
DA
2
Denali Advisors
California
$3.15M
3
VanEck Associates
3
VanEck Associates
New York
$29.5M
4
BEI
4
Benjamin Edwards Inc
Missouri
$2.03M
5
HF
5
HRT Financial
New York
$1.82M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$16.7M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
First Manhattan
4
First Manhattan
New York
$7.76M
5
WI
5
Wintrust Investments
Illinois
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$924K -$65.3K -2,584 -7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$865K -$42.3K -1,671 -5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$792K +$55.3K +2,185 +8%
BPA
54
Beacon Pointe Advisors
California
$784K -$1.57K -62 -0.2%
Wells Fargo
55
Wells Fargo
California
$707K -$149K -5,907 -17%
CSS
56
Cubist Systematic Strategies
Connecticut
$673K +$206K +8,137 +44%
Group One Trading
57
Group One Trading
Illinois
$673K +$652K +25,763 +3,104%
VEA
58
Virtus ETF Advisers
New York
$666K -$87.8K -3,472 -12%
SS
59
Sunbelt Securities
Texas
$617K +$303 +12 +0%
Northern Trust
60
Northern Trust
Illinois
$615K +$615K +24,327 New
Osaic Holdings
61
Osaic Holdings
Arizona
$583K +$17.5K +692 +3%
RJT
62
Raymond James Trust
Florida
$568K -$1.16K -46 -0.2%
GC
63
Guggenheim Capital
Illinois
$566K +$134K +5,303 +31%
ASFA
64
All Season Financial Advisors
Colorado
$546K +$4.2K +166 +0.8%
AWM
65
Apollon Wealth Management
South Carolina
$520K +$1.11K +44 +0.2%
SIC
66
Samalin Investment Counsel
New York
$518K +$55.3K +2,185 +12%
DP
67
Dearborn Partners
Illinois
$498K +$36.8K +1,457 +8%
Citadel Advisors
68
Citadel Advisors
Florida
$486K +$486K +19,225 New
1WM
69
1900 Wealth Management
Texas
$462K – – –
LIA
70
LBMC Investment Advisors
Tennessee
$462K – – –
BA
71
Bard Associates
Illinois
$460K – – –
PRS
72
Pinkerton Retirement Specialists
Idaho
$421K – – –
AAS
73
Avantax Advisory Services
Texas
$419K +$9.33K +369 +2%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$405K +$405K +16,000 New
SCA
75
SMH Capital Advisors
Texas
$403K -$4.98K -197 -1%
1 2
3
4 5