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Capital Southwest
CSWC

Overview Fund Activity

158 hedge funds and large institutions have $318M invested in Capital Southwest in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
59
Reduced
41
Closed
20
Calls
$3.08M
Puts
$4.76M
Net Calls
-$1.68M
Net Calls Change
-$1.17M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$21.8M
2
BPA
2
Beacon Pointe Advisors
California
$10.7M
3
Millennium Management
3
Millennium Management
New York
$5.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.31M

Top Sellers

1
Invesco
1
Invesco
Georgia
$687K
2
AAM
2
Advisors Asset Management
Colorado
$3.26M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Group One Trading
4
Group One Trading
Illinois
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$475K +$475K +21,748 New
AWM
77
Apollon Wealth Management
South Carolina
$451K +$2.77K +127 +0.6%
AGP
78
Autumn Glory Partners
Texas
$436K +$153K +7,000 +54%
CCA
79
Catalyst Capital Advisors
New York
$436K +$436K +20,000 New
NA
80
NewEdge Advisors
Louisiana
$417K +$417K +19,129 New
DP
81
Dearborn Partners
Illinois
$414K -$15.8K -726 -4%
1WM
82
1900 Wealth Management
Texas
$399K – – –
LIA
83
LBMC Investment Advisors
Tennessee
$398K – – –
Bank of America
84
Bank of America
North Carolina
$386K +$222K +10,182 +135%
BA
85
Bard Associates
Illinois
$377K -$20.2K -924 -5%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$376K +$376K +17,223 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$362K +$120K +5,494 +50%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$358K +$358K +16,407 New
AAS
89
Avantax Advisory Services
Texas
$352K -$9.97K -457 -3%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$349K – – –
PCM
91
Palisade Capital Management
New Jersey
$341K +$341K +15,647 New
OC
92
Oppenheimer & Co
New York
$326K +$326K +14,955 New
Mariner
93
Mariner
Kansas
$325K -$12.5K -573 -4%
CIA
94
Concurrent Investment Advisors
Florida
$302K -$43.4K -1,990 -13%
US Bancorp
95
US Bancorp
Minnesota
$299K -$982 -45 -0.3%
UBP
96
Union Bancaire Privee
Switzerland
$298K +$298K +13,655 New
YIH
97
Y-Intercept (HK)
Hong Kong
$296K +$296K +13,559 New
CCG
98
Catalina Capital Group
California
$289K +$289K +13,240 New
CWP
99
Core Wealth Partners
California
$251K – – –
Geode Capital Management
100
Geode Capital Management
Massachusetts
$245K – – –
2 3
4
5 6