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Capital Southwest
CSWC

Overview Fund Activity

114 hedge funds and large institutions have $196M invested in Capital Southwest in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
46
Reduced
25
Closed
13
Calls
$3.22M
Puts
$2.15M
Net Calls
+$1.07M
Net Calls Change
-$1.84M

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$1.69M
2
VanEck Associates
2
VanEck Associates
New York
$15.1M
3
HCM
3
Hodges Capital Management
Texas
$1.45M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.43M
5
BPA
5
Beacon Pointe Advisors
California
$972K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$17.7M
2
Invesco
2
Invesco
Georgia
$10.1M
3
QC
3
Quadrature Capital
United Kingdom
$769K
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
76
Geode Capital Management
Massachusetts
$258K – – –
CA
77
Cetera Advisors
Colorado
$253K +$253K +11,052 New
SIC
78
Samalin Investment Counsel
New York
$248K +$248K +10,848 New
Brown Advisory
79
Brown Advisory
Maryland
$245K – – –
SBH
80
Segall Bryant & Hamill
Illinois
$244K – – –
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$242K +$242K +10,573 New
GC
82
Guggenheim Capital
Illinois
$241K +$241K +10,508 New
CG
83
Colony Group
Massachusetts
$222K +$222K +9,679 New
PI
84
PEAK6 Investments
Illinois
$209K +$40.6K +1,775 +24%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$202K -$106K -4,645 -35%
Comerica Bank
86
Comerica Bank
Texas
$163K +$163K +7,115 New
HCM
87
Hollencrest Capital Management
California
$126K +$3.32K +145 +3%
PA
88
Parallel Advisors
California
$117K +$6.87K +300 +6%
WTA
89
Washington Trust Advisors
Massachusetts
$115K +$30.4K +1,326 +36%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$98.7K -$12.6K -550 -11%
CAL
91
Capital Analysts LLC
Pennsylvania
$62K – – –
TH
92
TCTC Holdings
Texas
$48.9K – – –
Group One Trading
93
Group One Trading
Illinois
$47.4K +$42.9K +1,872 +936%
TRCT
94
Tower Research Capital (TRC)
New York
$43.2K -$18.1K -789 -29%
ACM
95
Aquatic Capital Management
Illinois
$30K -$138K -6,000 -82%
Simplex Trading
96
Simplex Trading
Illinois
$30K +$30K +1,342 New
CFGS
97
Concourse Financial Group Securities
Alabama
$29.8K – – –
S
98
SignatureFD
Georgia
$26.5K +$5.61K +245 +27%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NA
100
NewEdge Advisors
Louisiana
$18.3K – – –
2 3
4
5 6