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Capital Southwest

89 hedge funds and large institutions have $132M invested in Capital Southwest in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 17 closing their positions.

Holders
89
Holders Change
-12
Holders Change %
-11.88%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
32
Reduced
29
Closed
17
Calls
$1.41M
Puts
$1.58M
Net Calls
-$168K
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
76
Capital Analysts LLC
Pennsylvania
$44K
TH
77
TCTC Holdings
Texas
$36K
CWM
78
Castle Wealth Management
Florida
$11K +$11K +635 New
CT
79
Cambridge Trust
Massachusetts
$10K
S
80
SignatureFD
Georgia
$10K +$2.11K +124 +27%
TFA
81
Toth Financial Advisory
Virginia
$10K +$10K +600 New
Group One Trading
82
Group One Trading
Illinois
$7K +$1.75K +100 +33%
TF
83
Tompkins Financial
New York
$6K
TWM
84
Tradition Wealth Management
Minnesota
$5K
JFGIW
85
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +107 New
QT
86
Quantbot Technologies
New York
$1K -$119K -11,854 -99%
FSWA
87
Financial Synergies Wealth Advisors
Texas
$339
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
-$622 -32,265 Closed
Jane Street
89
Jane Street
New York
-$418K -22,716 Closed
GCP
90
GSA Capital Partners
United Kingdom
-$311K -16,866 Closed
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
-$285K -15,448 Closed
CSS
92
Cubist Systematic Strategies
Connecticut
-$264K -14,341 Closed
VF
93
Virtu Financial
New York
-$251K -13,653 Closed
Squarepoint
94
Squarepoint
New York
-$248K -13,475 Closed
DTL
95
Dynamic Technology Lab
Singapore
-$233K -12,650 Closed
GWM
96
Geneos Wealth Management
Colorado
-$60K -3,210 Closed
TRCT
97
Tower Research Capital (TRC)
New York
-$31K -1,708 Closed
TAM
98
Tucker Asset Management
Colorado
-$23.9K -1,300 Closed
PHK
99
Point72 Hong Kong
Hong Kong
-$20K -1,098 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
-$17K -900 Closed