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Capital Southwest
CSWC

Overview Fund Activity

136 hedge funds and large institutions have $244M invested in Capital Southwest in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
136
Holders Change
+22
Holders Change %
+19.3%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
48
Reduced
29
Closed
12
Calls
$3.83M
Puts
$2.23M
Net Calls
+$1.6M
Net Calls Change
+$530K

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$16.2M
2
BPA
2
Beacon Pointe Advisors
California
$9.61M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.33M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.98M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$3.1M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$0
2
GA
2
GraniteShares Advisors
New York
$0
3
Invesco
3
Invesco
Georgia
$9.03M
4
AAM
4
Advisors Asset Management
Colorado
$3.87M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$291K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$18.5M 781,986 +8,425 +1%
VanEck Associates
2
VanEck Associates
New York
$17.3M 731,498 +70,093 +11%
MW
3
Melia Wealth
Oklahoma
$16.2M 682,337 +682,337 New
ZIG
4
Zuckerman Investment Group
Illinois
$14.5M 613,137 -30,692 -5%
SIS
5
Sound Income Strategies
Florida
$12.6M 532,307 +7,913 +2%
BPA
6
Beacon Pointe Advisors
California
$9.61M 405,411 +362,981 +855%
Invesco
7
Invesco
Georgia
$9.03M 380,951 -58,434 -13%
Two Sigma Investments
8
Two Sigma Investments
New York
$8.98M 378,964 +173,496 +84%
First Manhattan
9
First Manhattan
New York
$8.92M 376,494 -9,864 -3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$8.33M 351,500 +181,000 +106%
Legal & General Group
11
Legal & General Group
United Kingdom
$7.33M 308,987 +32,832 +12%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$5.86M 247,300 +62,602 +34%
TA
13
Tectonic Advisors
Texas
$5.73M 241,935 +12,497 +5%
BlackRock
14
BlackRock
New York
$4.53M 191,052 +10,676 +6%
Morgan Stanley
15
Morgan Stanley
New York
$4.24M 178,796 +90,984 +104%
GWI
16
Grace & White Inc
New York
$4.19M 176,597 – –
AAM
17
Advisors Asset Management
Colorado
$3.87M 163,232 -31,890 -16%
Ameriprise
18
Ameriprise
Minnesota
$3.77M 159,015 +71,264 +81%
LPL Financial
19
LPL Financial
California
$3.45M 145,396 +16,290 +13%
Hudson Bay Capital Management
20
Hudson Bay Capital Management
Connecticut
$3.1M 130,741 +130,741 New
MCM
21
McKinley Capital Management
Alaska
$2.9M 122,548 +86 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.73M 115,094 +11,359 +11%
RJA
23
Raymond James & Associates
Florida
$2.46M 103,744 +13,667 +15%
Millennium Management
24
Millennium Management
New York
$2.34M 98,831 +98,831 New
CIM
25
Confluence Investment Management
Missouri
$2.28M 96,099 -296 -0.3%
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