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Capital Southwest
CSWC

Overview Fund Activity

148 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
54
Reduced
44
Closed
15
Calls
$2.68M
Puts
$3.18M
Net Calls
-$503K
Net Calls Change
+$1.53M

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.8M
2
DA
2
Denali Advisors
California
$3.15M
3
VanEck Associates
3
VanEck Associates
New York
$29.5M
4
BEI
4
Benjamin Edwards Inc
Missouri
$2.03M
5
HF
5
HRT Financial
New York
$1.82M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$16.7M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
First Manhattan
4
First Manhattan
New York
$7.76M
5
WI
5
Wintrust Investments
Illinois
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$401K +$401K +15,857 New
CIA
77
Concurrent Investment Advisors
Florida
$400K -$39.1K -1,545 -9%
Mariner
78
Mariner
Kansas
$392K -$28.2K -1,115 -7%
VA
79
Vident Advisory
Georgia
$368K +$106K +4,178 +40%
Lido Advisors
80
Lido Advisors
California
$366K +$366K +14,452 New
GLA
81
Good Life Advisors
Pennsylvania
$364K +$364K +14,400 New
US Bancorp
82
US Bancorp
Minnesota
$348K -$19.1K -757 -5%
AGP
83
Autumn Glory Partners
Texas
$329K +$126K +5,000 +63%
Goldman Sachs
84
Goldman Sachs
New York
$324K +$61.3K +2,425 +23%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$323K – – –
QT
86
Quantbot Technologies
New York
$319K -$462K -18,255 -59%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$319K -$50.4K -1,993 -14%
PAG
88
Private Advisor Group
New Jersey
$310K -$61.4K -2,427 -17%
HighTower Advisors
89
HighTower Advisors
Illinois
$297K -$11.3K -449 -4%
CWP
90
Core Wealth Partners
California
$291K – – –
Geode Capital Management
91
Geode Capital Management
Massachusetts
$285K – – –
Creative Planning
92
Creative Planning
Kansas
$282K +$11.4K +452 +4%
HA
93
HFG Advisors
Ohio
$281K +$281K +11,100 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$280K -$146K -5,764 -34%
SF
95
Summit Financial
New Jersey
$273K +$273K +10,801 New
ACM
96
Aquatic Capital Management
Illinois
$253K -$314K -12,400 -55%
ECM
97
Evergreen Capital Management
Washington
$250K – – –
TWM
98
TCFG Wealth Management
California
$248K +$248K +9,800 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$248K -$142K -5,622 -36%
JF
100
Jump Financial
Illinois
$238K -$808K -31,962 -77%
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