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Capital Southwest
CSWC

Overview Fund Activity

109 hedge funds and large institutions have $163M invested in Capital Southwest in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
35
Reduced
26
Closed
9
Calls
$5.14M
Puts
$2.23M
Net Calls
+$2.91M
Net Calls Change
+$4.22M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$4.34M
2
VanEck Associates
2
VanEck Associates
New York
$11.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.22M
4
QC
4
Quadrature Capital
United Kingdom
$1.58M
5
RWA
5
Redmont Wealth Advisors
Illinois
$897K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$419K
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.9M
3
Invesco
3
Invesco
Georgia
$9.76M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
SMH
5
Sanders Morris Harris
Texas
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$16.7M 846,709 -4,738 -0.6%
SMH
2
Sanders Morris Harris
Texas
$13.8M 700,099 -22,990 -3%
ZIG
3
Zuckerman Investment Group
Illinois
$12.7M 644,279 -13,297 -2%
VanEck Associates
4
VanEck Associates
New York
$11.7M 592,140 +89,932 +18%
SIS
5
Sound Income Strategies
Florida
$10.2M 515,618 +22,092 +4%
Invesco
6
Invesco
Georgia
$9.76M 495,111 -75,442 -13%
First Manhattan
7
First Manhattan
New York
$7.76M 393,378 -7,929 -2%
Legal & General Group
8
Legal & General Group
United Kingdom
$5M 253,608 +33,969 +15%
Two Sigma Investments
9
Two Sigma Investments
New York
$4.34M 220,191 +107,566 +96%
TA
10
Tectonic Advisors
Texas
$4.33M 219,572 +25,452 +13%
BlackRock
11
BlackRock
New York
$3.68M 186,684 +9,452 +5%
AAM
12
Advisors Asset Management
Colorado
$3.58M 181,731 -10,634 -6%
GWI
13
Grace & White Inc
New York
$3.5M 177,471 – –
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$3.13M 158,858 +4,201 +3%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$2.9M 147,300 -108,100 -42%
MCM
16
McKinley Capital Management
Alaska
$2.49M 126,231 +11,242 +10%
GG
17
Golden Green
South Carolina
$2.39M 121,164 +22,751 +23%
LPL Financial
18
LPL Financial
California
$2.33M 118,290 +3,780 +3%
MCM
19
Moerus Capital Management
New York
$2.1M 106,270 – –
CIM
20
Confluence Investment Management
Missouri
$1.9M 96,256 +693 +0.7%
Ameriprise
21
Ameriprise
Minnesota
$1.88M 95,096 +9,186 +11%
RJA
22
Raymond James & Associates
Florida
$1.83M 92,976 -6,402 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.79M 90,650 +5,119 +6%
GA
24
GraniteShares Advisors
New York
$1.62M 81,912 -871 -1%
QC
25
Quadrature Capital
United Kingdom
$1.58M 80,358 +53,750 +202%
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