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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.

New
Increased
Maintained
Reduced
Closed
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
Balyasny Asset Management
Illinois
$21.8M
2
BPA
Beacon Pointe Advisors
California
$10.7M
3
Millennium Management
Millennium Management
New York
$5.62M
4
Two Sigma Investments
Two Sigma Investments
New York
$14.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.31M

Top Sellers

1
Invesco
Invesco
Georgia
$687K
2
AAM
Advisors Asset Management
Colorado
$3.26M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
Group One Trading
Group One Trading
Illinois
$0
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
126
Quarry LP
New York
$46.4K +$16K +732 +53%
GWM
127
Geneos Wealth Management
Colorado
$45.6K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$45K +$22.7K +1,040 +101%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$41.5K +$9.37K +427 +29%
S
130
SignatureFD
Georgia
$38.9K -$20.6K -945 -35%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$34.2K -$180K -8,228 -84%
AG
132
AmeriFlex Group
Nevada
$32.9K +$32.9K +1,462 New
PC
133
Promus Capital
Illinois
$30.2K +$30.2K +1,384 New
LFG
134
Larson Financial Group
Missouri
$21.8K – – –
WWP
135
WR Wealth Planners
Missouri
$21.8K +$21.8K +1,000 New
TFA
136
Toth Financial Advisory
Virginia
$14.6K +$1.53K +70 +12%
IA
137
IFP Advisors
Florida
$14.2K – – –
SWM
138
Spire Wealth Management
Virginia
$13.1K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$11.2K -$34.8K -1,550 -76%
RI
140
Ridgewood Investments
New Jersey
$10.9K – – –
HWA
141
HHM Wealth Advisors
Tennessee
$10.9K – – –
RCM
142
Raleigh Capital Management
North Carolina
$9.27K -$2.73K -125 -23%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$7.09K +$7.09K +325 New
SWC
144
Spectrum Wealth Counsel
Indiana
$5.02K – – –
WWA
145
Wingate Wealth Advisors
Massachusetts
$4.58K +$4.58K +210 New
AEPWM
146
Atlantic Edge Private Wealth Management
Florida
$4.36K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$3.27K +$3.27K +150 New
QCG
148
Quadrant Capital Group
Ohio
$2.29K -$4.72K -216 -67%
CIAM
149
Caitong International Asset Management
Hong Kong
$2.16K +$2.16K +99 New
DAM
150
Delta Asset Management
Tennessee
$1.53K – – –
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6
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