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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$1.4K -$27.3K -1,252 -95%
AIC
152
Archer Investment Corporation
Indiana
$1.18K +$44 +2 +4%
MCM
153
Mainstream Capital Management
California
$764 +$764 +35 New
FFA
154
Farther Finance Advisors
California
$415 – – –
LC
155
Lindbrook Capital
California
$284 – – –
SWA
156
SOA Wealth Advisors
New York
$240 +$240 +11 New
DFA
157
DHJJ Financial Advisors
Illinois
$110 +$110 +5 New
HNB
158
Huntington National Bank
Ohio
$44 – – –
CSS
159
Cubist Systematic Strategies
Connecticut
– -$673K -26,598 Closed
Group One Trading
160
Group One Trading
Illinois
– -$673K -26,593 Closed
PRS
161
Pinkerton Retirement Specialists
Idaho
– -$421K -16,649 Closed
TI
162
Trexquant Investment
Connecticut
– -$401K -15,857 Closed
GLA
163
Good Life Advisors
Pennsylvania
– -$364K -14,400 Closed
PAG
164
Private Advisor Group
New Jersey
– -$310K -12,273 Closed
HA
165
HFG Advisors
Ohio
– -$281K -11,100 Closed
SF
166
Summit Financial
New Jersey
– -$273K -10,801 Closed
JF
167
Jump Financial
Illinois
– -$238K -9,402 Closed
GCM
168
Greenland Capital Management
New York
– -$207K -8,200 Closed
WKWM
169
Walter & Keenan Wealth Management
Indiana
– -$202K -8,000 Closed
DM
170
Delphi Management
Massachusetts
– -$183K -7,220 Closed
WI
171
Wintrust Investments
Illinois
– -$125K -4,955 Closed
DWM
172
Darwin Wealth Management
Florida
– -$10.1K -400 Closed
GM
173
GeoWealth Management
Illinois
– -$5.06K -200 Closed
GWP
174
Gen-Wealth Partners
Michigan
– -$4.64K -190 Closed
HI
175
Harbour Investments
Wisconsin
– -$3.85K -152 Closed
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