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Capital Southwest
CSWC

Overview Fund Activity

89 hedge funds and large institutions have $149M invested in Capital Southwest in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
29
Reduced
25
Closed
15
Calls
$1.73M
Puts
$1.02M
Net Calls
+$716K
Net Calls Change
+$658K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$14.1M
2
Millennium Management
2
Millennium Management
New York
$3.45M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.15M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.09M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.2M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
AM
2
Ares Management
California
$0
3
QC
3
Quadrature Capital
United Kingdom
$749K
4
Bank of America
4
Bank of America
North Carolina
$152K
5
BlackRock
5
BlackRock
New York
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Elmwood Wealth Management
California
– -$15K -597 Closed
AIP
102
Ahrens Investment Partners
Louisiana
– -$13K -500 Closed
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -212 Closed
1 2 3 4
5