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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.

New
Increased
Maintained
Reduced
Closed
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 %
WKWM
101
Walter & Keenan Wealth Management
Indiana
$209K +$209K +8,000 New
AWS
102
Atria Wealth Solutions
New York
$200K +$200K +7,668 New
BEI
103
Benjamin Edwards Inc
Missouri
$195K -$6.82K -262 -3%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$186K +$3.94K +151 +2%
Comerica Bank
105
Comerica Bank
Texas
$186K – – –
HCM
106
Hollencrest Capital Management
California
$157K +$3.34K +128 +2%
Bank of America
107
Bank of America
North Carolina
$151K -$186K -7,117 -55%
WTA
108
Washington Trust Advisors
Massachusetts
$130K – – –
PA
109
Parallel Advisors
California
$130K – – –
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$126K -$43.4K -1,665 -26%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$104K +$104K +4,000 New
S
112
SignatureFD
Georgia
$73.2K +$4.44K +170 +6%
TRCT
113
Tower Research Capital (TRC)
New York
$68.3K -$25.5K -978 -27%
CAL
114
Capital Analysts LLC
Pennsylvania
$65K – – –
EWA
115
EverSource Wealth Advisors
Alabama
$57.8K +$57.8K +2,250 New
TH
116
TCTC Holdings
Texas
$55.7K – – –
CFGS
117
Concourse Financial Group Securities
Alabama
$53.5K – – –
GWM
118
Geneos Wealth Management
Colorado
$34.7K +$19K +730 +122%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.58K -60 -6%
LFG
120
Larson Financial Group
Missouri
$26.1K -$26.5K -1,017 -50%
Group One Trading
121
Group One Trading
Illinois
$21.7K +$21.7K +830 New
TFA
122
Toth Financial Advisory
Virginia
$15.7K – – –
SWM
123
Spire Wealth Management
Virginia
$15.7K +$15.7K +600 New
RWMG
124
Redwood Wealth Management Group
New Jersey
$15.2K +$15.2K +581 New
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$14.8K -$27K -1,000 -65%
3 4
5
6 7