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Capital Southwest
CSWC

Overview Fund Activity

91 hedge funds and large institutions have $140M invested in Capital Southwest in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
37
Reduced
14
Closed
11
Calls
$1.3M
Puts
$2.37M
Net Calls
-$1.08M
Net Calls Change
-$2.13M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$4.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.83M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.86M
4
Norges Bank
4
Norges Bank
Norway
$1.32M
5
Invesco
5
Invesco
Georgia
$1.03M

Top Sellers

1
ZIG
1
Zuckerman Investment Group
Illinois
$14.4M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$11.8M
3
Creative Planning
3
Creative Planning
Kansas
$0
4
SMH
4
Sanders Morris Harris
Texas
$17.5M
5
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
76
TCTC Holdings
Texas
$50K – – –
RIM
77
Rockbridge Investment Management
New York
$24K +$10K +438 +72%
Deutsche Bank
78
Deutsche Bank
Germany
$23K +$20.3K +889 +766%
DOA
79
D'Orazio & Associates
Virginia
$23K +$23K +1,000 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$21K +$18.9K +819 +920%
Group One Trading
82
Group One Trading
Illinois
$19K +$19K +800 New
TWM
83
Tradition Wealth Management
Minnesota
$7K +$7K +308 New
RDWM
84
Red Door Wealth Management
Tennessee
$4K +$4K +182 New
S
85
SignatureFD
Georgia
$3K +$925 +41 +45%
LPWM
86
Lake Point Wealth Management
Texas
$2K +$2K +100 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$1K – – –
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Creative Planning
89
Creative Planning
Kansas
– -$1.85M -83,350 Closed
LCWP
90
Legacy Capital Wealth Partners
Arkansas
– -$1.2M -54,138 Closed
California Public Employees Retirement System
91
California Public Employees Retirement System
California
– -$802K -36,200 Closed
CWM
92
Centric Wealth Management
Illinois
– -$798K -36,000 Closed
AI
93
Ariel Investments
Illinois
– -$685K -30,928 Closed
DM
94
Delphi Management
Massachusetts
– -$641K -28,921 Closed
Geode Capital Management
95
Geode Capital Management
Massachusetts
– -$271K -12,254 Closed
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
– -$270 -12,200 Closed
SSA
97
Schonfeld Strategic Advisors
New York
– -$235K -10,600 Closed
CF
98
Centaurus Financial
California
– -$163K -7,374 Closed
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– -$5K -218 Closed
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