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Capital Southwest
CSWC

Overview Fund Activity

109 hedge funds and large institutions have $163M invested in Capital Southwest in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
35
Reduced
26
Closed
9
Calls
$5.14M
Puts
$2.23M
Net Calls
+$2.91M
Net Calls Change
+$4.22M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$4.34M
2
VanEck Associates
2
VanEck Associates
New York
$11.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.22M
4
QC
4
Quadrature Capital
United Kingdom
$1.58M
5
RWA
5
Redmont Wealth Advisors
Illinois
$897K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$419K
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.9M
3
Invesco
3
Invesco
Georgia
$9.76M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
SMH
5
Sanders Morris Harris
Texas
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
76
Core Wealth Partners
California
$227K – – –
CW
77
CreativeOne Wealth
Kansas
$223K +$223K +11,318 New
Geode Capital Management
78
Geode Capital Management
Massachusetts
$222K – – –
Brown Advisory
79
Brown Advisory
Maryland
$211K – – –
SBH
80
Segall Bryant & Hamill
Illinois
$210K – – –
State Farm Mutual Automobile Insurance
81
State Farm Mutual Automobile Insurance
Illinois
$197K – – –
PI
82
PEAK6 Investments
Illinois
$145K -$4.24K -215 -3%
ACM
83
Aquatic Capital Management
Illinois
$144K +$144K +7,300 New
HCM
84
Hollencrest Capital Management
California
$105K +$3.02K +153 +3%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$95.9K – – –
PA
86
Parallel Advisors
California
$95K +$47K +2,383 +98%
WTA
87
Washington Trust Advisors
Massachusetts
$72.5K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$52.8K -$33.5K -1,697 -39%
CAL
89
Capital Analysts LLC
Pennsylvania
$51K – – –
TH
90
TCTC Holdings
Texas
$42.1K – – –
CFGS
91
Concourse Financial Group Securities
Alabama
$25.6K – – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$21.3K +$21.3K +1,081 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.6K +1,000 +4,545%
S
94
SignatureFD
Georgia
$18K +$5.68K +288 +46%
NA
95
NewEdge Advisors
Louisiana
$15.8K – – –
TAM
96
Tucker Asset Management
Colorado
$13.1K +$13.1K +665 New
TFA
97
Toth Financial Advisory
Virginia
$11.8K – – –
RI
98
Ridgewood Investments
New Jersey
$9.86K – – –
TF
99
Tompkins Financial
New York
$7K – – –
TWM
100
Tradition Wealth Management
Minnesota
$5K – – –
1 2 3
4
5