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Capital Southwest
CSWC

Overview Fund Activity

101 hedge funds and large institutions have $145M invested in Capital Southwest in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
38
Reduced
22
Closed
16
Calls
$1.4M
Puts
$2.71M
Net Calls
-$1.31M
Net Calls Change
-$891K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$15.1M
2
GG
2
Golden Green
South Carolina
$1.75M
3
VanEck Associates
3
VanEck Associates
New York
$8.93M
4
PI
4
Putnam Investments
Massachusetts
$900K
5
GA
5
GraniteShares Advisors
New York
$1.47M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.7K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$15.1M 851,447 +103,390 +14%
SMH
2
Sanders Morris Harris
Texas
$12.9M 723,089 +5,175 +0.7%
ZIG
3
Zuckerman Investment Group
Illinois
$11.7M 657,576 +25,056 +4%
Invesco
4
Invesco
Georgia
$10.1M 570,553 -3,173 -0.6%
VanEck Associates
5
VanEck Associates
New York
$8.93M 502,208 +62,981 +14%
SIS
6
Sound Income Strategies
Florida
$8.77M 493,526 +26,159 +6%
First Manhattan
7
First Manhattan
New York
$7.14M 401,307 -15,033 -4%
Millennium Management
8
Millennium Management
New York
$6.26M 351,928 -523,398 -60%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$4.54M 255,400 -141,300 -36%
Legal & General Group
10
Legal & General Group
United Kingdom
$3.91M 219,639 +37,839 +21%
TA
11
Tectonic Advisors
Texas
$3.45M 194,120 +44,411 +30%
AAM
12
Advisors Asset Management
Colorado
$3.42M 192,365 +10,202 +6%
GWI
13
Grace & White Inc
New York
$3.16M 177,471 – –
BlackRock
14
BlackRock
New York
$3.15M 177,232 -31,728 -15%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.75M 154,657 +15,499 +11%
MCM
16
McKinley Capital Management
Alaska
$2.04M 114,989 +723 +0.6%
LPL Financial
17
LPL Financial
California
$2.04M 114,510 +10,292 +10%
Two Sigma Investments
18
Two Sigma Investments
New York
$2M 112,625 -185,992 -62%
MCM
19
Moerus Capital Management
New York
$1.89M 106,270 – –
RJA
20
Raymond James & Associates
Florida
$1.77M 99,378 -71,283 -42%
GG
21
Golden Green
South Carolina
$1.75M 98,413 +98,413 New
CIM
22
Confluence Investment Management
Missouri
$1.7M 95,563 -17,054 -15%
Ameriprise
23
Ameriprise
Minnesota
$1.52M 85,910 +2,525 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.52M 85,531 -2,800 -3%
GA
25
GraniteShares Advisors
New York
$1.47M 82,783 +47,101 +132%
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