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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
Two Sigma Advisers
New York
$19.5M
2
Invesco
Invesco
Georgia
$9M
3
VanEck Associates
VanEck Associates
New York
$27.6M
4
Two Sigma Investments
Two Sigma Investments
New York
$14.7M
5
HCA
Harbor Capital Advisors
Illinois
$4.1M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$810K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
FCM
FJ Capital Management
Virginia
$0
4
Millennium Management
Millennium Management
New York
$0
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$13.1K +$1.23K +47 +10%
RCM
127
Raleigh Capital Management
North Carolina
$13K – – –
RI
128
Ridgewood Investments
New Jersey
$13K +$13K +500 New
HWA
129
HHM Wealth Advisors
Tennessee
$13K +$13K +500 New
BTI
130
Blue Trust Inc
Georgia
$10.9K +$9.29K +372 +581%
Nomura Asset Management
131
Nomura Asset Management
Japan
$7.93K – – –
SWC
132
Spectrum Wealth Counsel
Indiana
$6K – – –
HI
133
Harbour Investments
Wisconsin
$5.45K +$104 +4 +2%
AEPWM
134
Atlantic Edge Private Wealth Management
Florida
$5.22K +$5.22K +200 New
GWP
135
Gen-Wealth Partners
Michigan
$4.96K – – –
DAM
136
Delta Asset Management
Tennessee
$1.83K – – –
AWM
137
Abound Wealth Management
Tennessee
$1.49K – – –
VWM
138
Venturi Wealth Management
Texas
$1.44K +$287 +11 +25%
MG
139
Mather Group
Illinois
$1.4K +$1.4K +56 New
AIC
140
Archer Investment Corporation
Indiana
$1.34K +$1.34K +51 New
IFAM
141
Institutional & Family Asset Management
Colorado
$722 +$26 +1 +4%
NB
142
NBT Bank
New York
$715 – – –
LC
143
Lindbrook Capital
California
$339 – – –
HNB
144
Huntington National Bank
Ohio
$52 – – –
Citadel Advisors
145
Citadel Advisors
Florida
– -$2.94M -117,745 Closed
FCM
146
FJ Capital Management
Virginia
– -$2.05M -82,205 Closed
Millennium Management
147
Millennium Management
New York
– -$1.91M -76,666 Closed
SSA
148
Schonfeld Strategic Advisors
New York
– -$1.58M -63,500 Closed
HF
149
HRT Financial
New York
– -$1.13M -45,145 Closed
TI
150
Trexquant Investment
Connecticut
– -$845K -33,855 Closed
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