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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 %
IA
101
Inspire Advisors
Idaho
$200K -$13.2K -529 -6%
BEI
102
Benjamin Edwards Inc
Missouri
$194K +$194K +7,753 New
Comerica Bank
103
Comerica Bank
Texas
$178K
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$174K +$174K +6,975 New
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$162K +$54.6K +2,188 +51%
HCM
106
Hollencrest Capital Management
California
$147K +$6.64K +266 +5%
WTA
107
Washington Trust Advisors
Massachusetts
$125K
PA
108
Parallel Advisors
California
$124K +$3.22K +129 +3%
TRCT
109
Tower Research Capital (TRC)
New York
$89.7K +$62.4K +2,501 +229%
S
110
SignatureFD
Georgia
$65.8K +$1.85K +74 +3%
CAL
111
Capital Analysts LLC
Pennsylvania
$62K
TH
112
TCTC Holdings
Texas
$53.3K
CFGS
113
Concourse Financial Group Securities
Alabama
$51.2K
LFG
114
Larson Financial Group
Missouri
$50.3K +$25.4K +1,017 +102%
UFF
115
USA Financial Formulas
Michigan
$47.6K -$2.07K -83 -4%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$38.3K +$38.3K +1,550 New
EC
117
EntryPoint Capital
New York
$27.8K +$27.8K +1,112 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$27K +$1.52K +61 +6%
TFA
119
Toth Financial Advisory
Virginia
$15K
GWM
120
Geneos Wealth Management
Colorado
$15K +$15K +600 New
GRP
121
Global Retirement Partners
California
$13.3K -$12.7K -510 -49%
RCM
122
Raleigh Capital Management
North Carolina
$12.5K +$12.5K +500 New
QCG
123
Quadrant Capital Group
Ohio
$11.4K
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.91K +$9.91K +397 New
TF
125
Tompkins Financial
New York
$8.86K