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Capital Southwest
CSWC

Overview Fund Activity

101 hedge funds and large institutions have $145M invested in Capital Southwest in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
38
Reduced
22
Closed
16
Calls
$1.4M
Puts
$2.71M
Net Calls
-$1.31M
Net Calls Change
-$891K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$15.1M
2
GG
2
Golden Green
South Carolina
$1.75M
3
VanEck Associates
3
VanEck Associates
New York
$8.93M
4
PI
4
Putnam Investments
Massachusetts
$900K
5
GA
5
GraniteShares Advisors
New York
$1.47M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.7K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$78K +$78K +4,372 New
Group One Trading
77
Group One Trading
Illinois
$69.4K +$64.1K +3,603 +1,201%
WTA
78
Washington Trust Advisors
Massachusetts
$65.3K -$8.89K -500 -12%
CAL
79
Capital Analysts LLC
Pennsylvania
$48K – – –
PA
80
Parallel Advisors
California
$43.2K +$6.15K +346 +17%
TH
81
TCTC Holdings
Texas
$38K – – –
BAM
82
Belpointe Asset Management
Nevada
$27.3K -$7.87K -443 -22%
CFGS
83
Concourse Financial Group Securities
Alabama
$23.1K +$23.1K +1,300 New
NA
84
NewEdge Advisors
Louisiana
$14.2K – – –
AIP
85
Ahrens Investment Partners
Louisiana
$14.2K +$14.2K +800 New
S
86
SignatureFD
Georgia
$11.1K +$5.26K +296 +90%
TFA
87
Toth Financial Advisory
Virginia
$10.7K – – –
RI
88
Ridgewood Investments
New Jersey
$8.89K +$8.89K +500 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$8.15K +$8.15K +458 New
CIA
90
Cape Investment Advisory
Georgia
$7.11K +$7.11K +400 New
TF
91
Tompkins Financial
New York
$6.31K – – –
FWM
92
Focused Wealth Management
New York
$4.45K – – –
TWM
93
Tradition Wealth Management
Minnesota
$4K – – –
Citadel Advisors
94
Citadel Advisors
Florida
$2.7K -$4.04M -227,166 -100%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9K – – –
DAM
96
Delta Asset Management
Tennessee
$1.25K – – –
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$588 +$44 +2,496 +8%
FSWA
98
Financial Synergies Wealth Advisors
Texas
$356 – – –
HNB
99
Huntington National Bank
Ohio
$36 – – –
Marshall Wace
100
Marshall Wace
United Kingdom
– -$3.28M -191,577 Closed
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4
5