CSWC icon

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 %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$237K -$39.2K -1,798 -14%
GCP
102
GSA Capital Partners
United Kingdom
$237K +$237K +10,880 New
VA
103
Vident Advisory
Georgia
$227K -$90.4K -4,145 -28%
TWM
104
TCFG Wealth Management
California
$214K – – –
ECM
105
Evergreen Capital Management
Washington
$213K -$2.53K -116 -1%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$207K +$12.8K +585 +7%
HighTower Advisors
107
HighTower Advisors
Illinois
$203K -$53.7K -2,461 -21%
Wolverine Trading
108
Wolverine Trading
Illinois
$202K +$202K +9,265 New
Lido Advisors
109
Lido Advisors
California
$202K -$114K -5,208 -36%
HCM
110
Hollencrest Capital Management
California
$146K +$3.8K +174 +3%
Comerica Bank
111
Comerica Bank
Texas
$121K – – –
Creative Planning
112
Creative Planning
Kansas
$109K -$134K -6,161 -55%
WTA
113
Washington Trust Advisors
Massachusetts
$109K – – –
RWM
114
Rialto Wealth Management
New York
$105K +$105K +4,809 New
PA
115
Parallel Advisors
California
$101K -$5.22K -239 -5%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$87.3K – – –
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$58.9K -$32.7K -1,500 -36%
BBHC
118
Brown Brothers Harriman & Co
New York
$58.5K +$58.5K +2,683 New
MCM
119
MAI Capital Management
Ohio
$58.4K +$58.4K +2,676 New
BTI
120
Blue Trust Inc
Georgia
$58.3K -$97.6K -4,473 -63%
Citigroup
121
Citigroup
New York
$56.4K +$10.7K +492 +23%
CAL
122
Capital Analysts LLC
Pennsylvania
$56K +$14.7K +669 +36%
EWA
123
EverSource Wealth Advisors
Alabama
$51.6K +$545 +25 +1%
Nomura Asset Management
124
Nomura Asset Management
Japan
$48.4K +$34.3K +1,571 +243%
TH
125
TCTC Holdings
Texas
$46.6K – – –
3 4
5
6 7