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Capital Southwest
CSWC

Overview Fund Activity

144 hedge funds and large institutions have $289M invested in Capital Southwest in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 21 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
52
Reduced
41
Closed
21
Calls
$2.27M
Puts
$4.3M
Net Calls
-$2.04M
Net Calls Change
-$5.05M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$19.5M
2
Invesco
2
Invesco
Georgia
$9M
3
VanEck Associates
3
VanEck Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
HCA
5
Harbor Capital Advisors
Illinois
$4.1M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
76
Pinkerton Retirement Specialists
Idaho
$434K +$434K +16,649 New
Mariner
77
Mariner
Kansas
$433K +$12.3K +471 +3%
AAS
78
Avantax Advisory Services
Texas
$423K +$134K +5,147 +47%
SCA
79
SMH Capital Advisors
Texas
$421K -$31.4K -1,205 -7%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$402K -$14.5K -556 -3%
PAG
81
Private Advisor Group
New Jersey
$384K +$68.5K +2,625 +22%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$381K -$282K -10,811 -43%
US Bancorp
83
US Bancorp
Minnesota
$378K -$4.23K -162 -1%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$329K +$329K +12,680 New
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$324K +$324K +12,428 New
PFS
86
Prospera Financial Services
Texas
$323K +$323K +12,368 New
HighTower Advisors
87
HighTower Advisors
Illinois
$319K +$4.51K +173 +1%
Jane Street
88
Jane Street
New York
$316K -$1.25M -47,951 -80%
CWP
89
Core Wealth Partners
California
$301K – – –
Geode Capital Management
90
Geode Capital Management
Massachusetts
$294K – – –
Creative Planning
91
Creative Planning
Kansas
$279K +$12.1K +464 +5%
Brown Advisory
92
Brown Advisory
Maryland
$279K – – –
VA
93
Vident Advisory
Georgia
$271K +$271K +10,388 New
Goldman Sachs
94
Goldman Sachs
New York
$271K +$271K +10,388 New
ECM
95
Evergreen Capital Management
Washington
$257K – – –
MSAM
96
Moloney Securities Asset Management
Missouri
$248K +$248K +9,515 New
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$232K – – –
IA
98
Inspire Advisors
Idaho
$218K +$8.82K +338 +4%
PI
99
PFG Investments
New York
$212K +$1.57K +60 +0.7%
AGP
100
Autumn Glory Partners
Texas
$209K +$209K +8,000 New
2 3
4
5 6