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Capital Southwest
CSWC

Overview Fund Activity

158 hedge funds and large institutions have $318M invested in Capital Southwest in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
59
Reduced
41
Closed
20
Calls
$3.08M
Puts
$4.76M
Net Calls
-$1.68M
Net Calls Change
-$1.17M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$21.8M
2
BPA
2
Beacon Pointe Advisors
California
$10.7M
3
Millennium Management
3
Millennium Management
New York
$5.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.31M

Top Sellers

1
Invesco
1
Invesco
Georgia
$687K
2
AAM
2
Advisors Asset Management
Colorado
$3.26M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Group One Trading
4
Group One Trading
Illinois
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.33M -$30.5K -1,400 -2%
ACM
52
Aquatic Capital Management
Illinois
$1.28M +$1.07M +48,864 +489%
TCWM
53
Total Clarity Wealth Management
Illinois
$1.23M -$560K -25,650 -31%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.17M +$422K +19,323 +56%
BRWA
55
B. Riley Wealth Advisors
Florida
$1.1M +$86K +3,941 +8%
SCA
56
SMH Capital Advisors
Texas
$1.03M +$679K +31,097 +195%
KAS
57
Kestra Advisory Services
Texas
$975K +$50.3K +2,306 +5%
MAA
58
Mraz Amerine & Associates
California
$950K -$37.6K -1,723 -4%
CSC
59
Caldwell Sutter Capital
California
$926K -$17.5K -800 -2%
CAM
60
Cozad Asset Management
Illinois
$913K -$415K -19,038 -31%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$857K +$774K +35,465 +935%
CWM
62
Cornerstone Wealth Management
Missouri
$855K +$34K +1,557 +4%
SS
63
Sunbelt Securities
Texas
$811K +$279K +12,802 +52%
QT
64
Quantbot Technologies
New York
$799K +$524K +24,006 +190%
VEA
65
Virtus ETF Advisers
New York
$784K +$209K +9,578 +36%
CCIA
66
Campbell & Co Investment Adviser
Maryland
$766K +$766K +35,100 New
Canada Life
67
Canada Life
Manitoba, Canada
$763K -$57.1K -2,618 -7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$727K +$43.8K +2,007 +6%
Invesco
69
Invesco
Georgia
$687K -$8.03M -367,856 -92%
Northern Trust
70
Northern Trust
Illinois
$641K +$110K +5,055 +21%
Wells Fargo
71
Wells Fargo
California
$611K +$1.05K +48 +0.2%
Osaic Holdings
72
Osaic Holdings
Arizona
$576K +$73.1K +3,349 +15%
GRP
73
Global Retirement Partners
California
$558K -$239K -10,948 -30%
GC
74
Guggenheim Capital
Illinois
$515K +$27.2K +1,246 +6%
SIC
75
Samalin Investment Counsel
New York
$495K +$48.6K +2,228 +11%
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