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Capital Southwest

142 hedge funds and large institutions have $262M invested in Capital Southwest in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 23 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
56
Reduced
33
Closed
23
Calls
$5.49M
Puts
$2.48M
Net Calls
+$3.01M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
76
SMH Capital Advisors
Texas
$433K +$10.1K +404 +2%
QT
77
Quantbot Technologies
New York
$427K -$231K -9,242 -35%
DP
78
Dearborn Partners
Illinois
$411K +$411K +16,483 New
Mariner
79
Mariner
Kansas
$403K +$7.74K +310 +2%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$399K
GC
81
Guggenheim Capital
Illinois
$398K +$109K +4,378 +38%
US Bancorp
82
US Bancorp
Minnesota
$366K -$4.09K -164 -1%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$354K +$354K +14,167 New
SG Americas Securities
84
SG Americas Securities
New York
$351K +$351K +14,079 New
CAN
85
Cetera Advisor Networks
California
$335K +$335K +13,419 New
Bank of America
86
Bank of America
North Carolina
$322K +$162K +6,483 +101%
PAG
87
Private Advisor Group
New Jersey
$301K +$55K +2,205 +22%
HighTower Advisors
88
HighTower Advisors
Illinois
$300K -$504K -20,234 -63%
CWP
89
Core Wealth Partners
California
$288K
Geode Capital Management
90
Geode Capital Management
Massachusetts
$281K
AAS
91
Avantax Advisory Services
Texas
$276K +$39.7K +1,591 +17%
Squarepoint
92
Squarepoint
New York
$274K -$13.9K -556 -5%
Brown Advisory
93
Brown Advisory
Maryland
$267K
CCIA
94
Campbell & Co Investment Adviser
Maryland
$267K +$6.19K +248 +2%
GLA
95
Good Life Advisors
Pennsylvania
$263K -$18.1K -726 -6%
Creative Planning
96
Creative Planning
Kansas
$256K +$8.74K +350 +4%
ECM
97
Evergreen Capital Management
Washington
$246K
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$222K -$6.25K -250 -3%
CIA
99
Concurrent Investment Advisors
Florida
$218K +$218K +8,746 New
PI
100
PFG Investments
New York
$202K +$202K +8,078 New