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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.

New
Increased
Maintained
Reduced
Closed
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 %
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$225K – – –
GCM
102
Greenland Capital Management
New York
$207K +$207K +8,200 New
WKWM
103
Walter & Keenan Wealth Management
Indiana
$202K – – –
Bank of America
104
Bank of America
North Carolina
$190K +$44.4K +1,756 +30%
BTI
105
Blue Trust Inc
Georgia
$186K +$175K +6,711 +1,539%
DM
106
Delphi Management
Massachusetts
$183K +$183K +7,220 New
HCM
107
Hollencrest Capital Management
California
$165K +$13.1K +518 +9%
Comerica Bank
108
Comerica Bank
Texas
$141K -$39.4K -1,559 -22%
WTA
109
Washington Trust Advisors
Massachusetts
$126K – – –
WI
110
Wintrust Investments
Illinois
$125K -$1.13M -44,595 -90%
PA
111
Parallel Advisors
California
$123K -$3.26K -129 -3%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$106K +$106K +4,200 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$101K – – –
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$96K -$26.3K -1,041 -22%
S
115
SignatureFD
Georgia
$69K -$1.95K -77 -3%
EWA
116
EverSource Wealth Advisors
Alabama
$59.2K +$2.28K +90 +4%
TH
117
TCTC Holdings
Texas
$54K – – –
Citigroup
118
Citigroup
New York
$53K +$53K +2,095 New
GWM
119
Geneos Wealth Management
Colorado
$52.9K +$19.2K +760 +57%
CFGS
120
Concourse Financial Group Securities
Alabama
$51.8K – – –
CAL
121
Capital Analysts LLC
Pennsylvania
$48K -$15.4K -603 -24%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$37K +$23.1K +913 +166%
QL
123
Quarry LP
New York
$35.3K +$35.3K +1,394 New
TRCT
124
Tower Research Capital (TRC)
New York
$33.3K -$32.9K -1,300 -50%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$26K +$25 +1 +0.1%
3 4
5
6 7