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Capital Southwest
CSWC

Overview Fund Activity

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.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
56
Reduced
33
Closed
23
Calls
$5.49M
Puts
$2.48M
Net Calls
+$3.01M
Net Calls Change
+$1.41M

Top Buyers

1
SMH
1
Sanders Morris Harris
Texas
$16.1M
2
VanEck Associates
2
VanEck Associates
New York
$21.1M
3
Franklin Resources
3
Franklin Resources
California
$2.71M
4
FCM
4
FJ Capital Management
Virginia
$2.05M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$823K
2
MW
2
Melia Wealth
Oklahoma
$9.29M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$21.1M 847,225 +115,727 +16%
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.7M 669,313 -112,673 -14%
SMH
3
Sanders Morris Harris
Texas
$16.1M 644,206 +644,206 New
ZIG
4
Zuckerman Investment Group
Illinois
$16.1M 643,120 +29,983 +5%
SIS
5
Sound Income Strategies
Florida
$13.7M 549,655 +17,348 +3%
BPA
6
Beacon Pointe Advisors
California
$10.9M 437,389 +31,978 +8%
Two Sigma Investments
7
Two Sigma Investments
New York
$9.95M 398,721 +19,757 +5%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$9.63M 385,800 +34,300 +10%
First Manhattan
9
First Manhattan
New York
$9.32M 373,325 -3,169 -0.8%
MW
10
Melia Wealth
Oklahoma
$9.29M 372,073 -310,264 -45%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.21M 329,008 +20,021 +6%
TA
12
Tectonic Advisors
Texas
$6.41M 256,698 +14,763 +6%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$5.97M 239,376 -7,924 -3%
Morgan Stanley
14
Morgan Stanley
New York
$4.8M 192,118 +13,322 +7%
GWI
15
Grace & White Inc
New York
$4.41M 176,597 – –
AAM
16
Advisors Asset Management
Colorado
$4.27M 171,087 +7,855 +5%
BlackRock
17
BlackRock
New York
$3.96M 158,635 -32,417 -17%
LPL Financial
18
LPL Financial
California
$3.83M 153,500 +8,104 +6%
MCM
19
McKinley Capital Management
Alaska
$3.01M 120,451 -2,097 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.94M 117,920 +2,826 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$2.94M 117,745 +35,879 +44%
Franklin Resources
22
Franklin Resources
California
$2.71M 108,560 +108,560 New
Ameriprise
23
Ameriprise
Minnesota
$2.5M 100,278 -58,737 -37%
TCWM
24
Total Clarity Wealth Management
Illinois
$2.43M 97,160 +3,100 +3%
CIM
25
Confluence Investment Management
Missouri
$2.39M 95,774 -325 -0.3%
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