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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.

New
Increased
Maintained
Reduced
Closed
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 %
Nomura Asset Management
126
Nomura Asset Management
Japan
$7.59K
SWC
127
Spectrum Wealth Counsel
Indiana
$5.74K
HI
128
Harbour Investments
Wisconsin
$5.11K +$5.11K +205 New
NC
129
nVerses Capital
Florida
$4.99K +$4.99K +200 New
GWP
130
Gen-Wealth Partners
Michigan
$4.74K +$4.74K +190 New
CA
131
CoreCap Advisors
Michigan
$2.04K +$2.04K +82 New
DAM
132
Delta Asset Management
Tennessee
$1.75K
BTI
133
Blue Trust Inc
Georgia
$1.6K +$1.5K +60 +1,500%
AWM
134
Abound Wealth Management
Tennessee
$1.42K
VWM
135
Venturi Wealth Management
Texas
$1.1K -$550 -22 -33%
IFAM
136
Institutional & Family Asset Management
Colorado
$675 +$25 +1 +4%
NB
137
NBT Bank
New York
$670 +$25 +1 +4%
FSWA
138
Financial Synergies Wealth Advisors
Texas
$500
PS
139
Principal Securities
Iowa
$349 +$349 +14 New
LC
140
Lindbrook Capital
California
$324 +$324 +13 New
HNB
141
Huntington National Bank
Ohio
$50
Fidelity Investments
142
Fidelity Investments
Massachusetts
$25 -$25 -1 -50%
Hudson Bay Capital Management
143
Hudson Bay Capital Management
Connecticut
-$3.1M -130,741 Closed
Marshall Wace
144
Marshall Wace
United Kingdom
-$2.22M -93,744 Closed
Goldman Sachs
145
Goldman Sachs
New York
-$1.63M -68,682 Closed
LCWP
146
Legacy Capital Wealth Partners
Arkansas
-$1.62M -68,284 Closed
QC
147
Quadrature Capital
United Kingdom
-$1.37M -57,646 Closed
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
-$908K -38,298 Closed
Simplex Trading
149
Simplex Trading
Illinois
-$636K -26,844 Closed
WG
150
Winton Group
United Kingdom
-$538K -22,704 Closed