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Capital Southwest
CSWC

Overview Fund Activity

83 hedge funds and large institutions have $145M invested in Capital Southwest in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
27
Reduced
24
Closed
18
Calls
$2.01M
Puts
$3.5M
Net Calls
-$1.49M
Net Calls Change
-$418K

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$2.64M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$4.8M
3
MCM
3
McKinley Capital Management
Alaska
$1.46M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$628K
5
BlackRock
5
BlackRock
New York
$3.76M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$572K
3
Citadel Advisors
3
Citadel Advisors
Florida
$389K
4
Norges Bank
4
Norges Bank
Norway
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
Group One Trading
77
Group One Trading
Illinois
$23K +$2.56K +100 +13%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$12K +$12K +471 New
TWM
79
Tradition Wealth Management
Minnesota
$8K – – –
S
80
SignatureFD
Georgia
$5K +$1.61K +63 +47%
LPWM
81
Lake Point Wealth Management
Texas
$3K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$1K – – –
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
– -$2.64M -113,439 Closed
Norges Bank
84
Norges Bank
Norway
– -$1.32M -56,934 Closed
Invesco
85
Invesco
Georgia
– -$1.03M -44,272 Closed
ECM
86
ExodusPoint Capital Management
New York
– -$850K -36,589 Closed
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
– -$669K -28,789 Closed
VF
88
Virtu Financial
New York
– -$617K -26,572 Closed
MWNA
89
Marshall Wace North America
New York
– -$591K -25,436 Closed
ASN
90
Advisory Services Network
Georgia
– -$522K -22,465 Closed
Jane Street
91
Jane Street
New York
– -$410K -17,659 Closed
DTL
92
Dynamic Technology Lab
Singapore
– -$305K -13,150 Closed
GCP
93
GSA Capital Partners
United Kingdom
– -$259K -11,144 Closed
Goldman Sachs
94
Goldman Sachs
New York
– -$211K -9,097 Closed
JF
95
Jump Financial
Illinois
– -$202K -8,700 Closed
Citigroup
96
Citigroup
New York
– -$70K -3,000 Closed
RDWM
97
Red Door Wealth Management
Tennessee
– -$4K -182 Closed
EFSCE
98
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1K -61 Closed
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