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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.

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 %
CA
176
CoreCap Advisors
Michigan
– -$740 -29 Closed
NB
177
NBT Bank
New York
– -$709 -28 Closed
SAM
178
Smartleaf Asset Management
Massachusetts
– -$510 -20 Closed
4 5 6 7
8