Capital Southwest
CSWC
142 hedge funds and large institutions have $262M invested in Capital Southwest in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 23 closing their positions.
121% more call options, than puts
Call options by funds: $5.49M | Put options by funds: $2.48M
70% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 33
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
8% more capital invested
Capital invested by funds: $244M → $262M (+$18.3M)
4% more funds holding
Funds holding: 136 → 142 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.29% less ownership
Funds ownership: 25.73% → 24.44% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$15.7M |
| 2 |
VanEck Associates
New York
|
+$2.82M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$2.65M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.49M |
| 2 |
MW
Melia Wealth
Tulsa,
Oklahoma
|
-$7.57M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$3.1M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.75M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.22M |
CSWC Hedge Fund Activity: Q1 2024 in Review
142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q1 2024, worth a combined $262M — up 7.5% from $244M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CSWC positions and 23 closed out — a net gain of 7 holders — while 56 added to existing stakes and 33 trimmed.
The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $15.7M. The largest seller was Invesco, cutting an estimated $8.49M.
- 142 institutional investors held Capital Southwest (CSWC) as of Q1 2024, up from 136 in Q4 2023.
- Funds reported $262M of Capital Southwest stock for Q1 2024, up 7.5% quarter-over-quarter.
- 30 funds opened new Capital Southwest positions in Q1 2024 and 23 closed out, a net change of +7 holders.
- The largest Capital Southwest buyer in Q1 2024 was Sanders Morris Harris, an estimated $15.7M added.
- The largest Capital Southwest seller in Q1 2024 was Invesco, an estimated $8.49M sold.
Based on aggregated 13F filings for Q1 2024.