Capital Southwest
CSWC
145 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 21 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 41
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
11% more capital invested
Capital invested by funds: $262M → $290M (+$27.7M)
2% more funds holding
Funds holding: 142 → 145 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.23% less ownership
Funds ownership: 24.44% → 24.21% (-0.23%)
47% less call options, than puts
Call options by funds: $2.27M | Put options by funds: $4.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$9.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8M |
| 3 |
VanEck Associates
New York
|
+$5.44M |
| 4 |
Two Sigma Investments
New York
|
+$4.18M |
| 5 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$10.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.02M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$2.05M |
| 4 |
Millennium Management
New York
|
-$1.91M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$1.58M |
CSWC Hedge Fund Activity: Q2 2024 in Review
145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q2 2024, worth a combined $290M — up 11% from $262M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CSWC positions and 21 closed out — a net gain of 5 holders — while 52 added to existing stakes and 41 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $9.3M. The largest seller was Beacon Pointe Advisors, cutting an estimated $10.4M.
- 145 institutional investors held Capital Southwest (CSWC) as of Q2 2024, up from 142 in Q1 2024.
- Funds reported $290M of Capital Southwest stock for Q2 2024, up 11% quarter-over-quarter.
- 26 funds opened new Capital Southwest positions in Q2 2024 and 21 closed out, a net change of +5 holders.
- The largest Capital Southwest buyer in Q2 2024 was Two Sigma Advisers, an estimated $9.3M added.
- The largest Capital Southwest seller in Q2 2024 was Beacon Pointe Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2024.