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Capital Southwest
CSWC

Overview Fund Activity

102 hedge funds and large institutions have $154M invested in Capital Southwest in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
41
Reduced
17
Closed
10
Calls
$1.4M
Puts
$1.82M
Net Calls
-$420K
Net Calls Change
-$252K

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.81M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$12.8M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$6.78M
4
Millennium Management
4
Millennium Management
New York
$15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.89M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$3.28M
3
JF
3
Jump Financial
Illinois
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$89K +$89K +5,222 New
HCM
77
Hollencrest Capital Management
California
$86.1K +$86.1K +5,032 New
Wells Fargo
78
Wells Fargo
California
$84.4K -$11.7K -684 -12%
WTA
79
Washington Trust Advisors
Massachusetts
$71.4K – – –
CAL
80
Capital Analysts LLC
Pennsylvania
$46K +$1.3K +76 +3%
TH
81
TCTC Holdings
Texas
$36.5K – – –
PA
82
Parallel Advisors
California
$35.7K +$35.7K +2,086 New
USCWA
83
U.S. Capital Wealth Advisors
Texas
$34.2K +$34.2K +2,000 New
BAM
84
Belpointe Asset Management
Nevada
$33.8K +$33.8K +1,977 New
QL
85
Quarry LP
New York
$32.3K +$32.3K +1,891 New
MPCL
86
My Personal CFO LLC
Washington
$13.7K +$13.7K +800 New
MS
87
Madden Securities
Texas
$11.1K +$11.1K +650 New
TFA
88
Toth Financial Advisory
Virginia
$10.3K – – –
TF
89
Tompkins Financial
New York
$6K – – –
S
90
SignatureFD
Georgia
$5.64K -$4.41K -258 -44%
Group One Trading
91
Group One Trading
Illinois
$5.13K -$1.71K -100 -25%
FWM
92
Focused Wealth Management
New York
$4.28K +$4.28K +250 New
TWM
93
Tradition Wealth Management
Minnesota
$4K -$1.22K -72 -23%
QCG
94
Quadrant Capital Group
Ohio
$2.39K +$2.39K +140 New
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83K – – –
DAM
96
Delta Asset Management
Tennessee
$1.2K +$1.2K +70 New
FFA
97
Farther Finance Advisors
California
$428 +$428 +25 New
FSWA
98
Financial Synergies Wealth Advisors
Texas
$342 – – –
PAG
99
Private Advisor Group
New Jersey
$199 +$9 +502 +5%
HNB
100
Huntington National Bank
Ohio
$34 – – –
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