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Capital Southwest
CSWC

Overview Fund Activity

148 hedge funds and large institutions have $290M invested in Capital Southwest in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
54
Reduced
44
Closed
15
Calls
$2.68M
Puts
$3.18M
Net Calls
-$503K
Net Calls Change
+$1.53M

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$9.8M
2
DA
2
Denali Advisors
California
$3.15M
3
VanEck Associates
3
VanEck Associates
New York
$29.5M
4
BEI
4
Benjamin Edwards Inc
Missouri
$2.03M
5
HF
5
HRT Financial
New York
$1.82M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$16.7M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
First Manhattan
4
First Manhattan
New York
$7.76M
5
WI
5
Wintrust Investments
Illinois
$125K
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$29.5M 1,152,153 +92,936 +9%
PAIM
2
Punch & Associates Investment Management
Minnesota
$17.1M 675,583 +5,745 +0.9%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$16.7M 660,600 -87,700 -12%
ZIG
4
Zuckerman Investment Group
Illinois
$16.2M 641,459 +807 +0.1%
SMH
5
Sanders Morris Harris
Texas
$16.1M 636,164 -5,305 -0.8%
SIS
6
Sound Income Strategies
Florida
$14.2M 562,079 +6,692 +1%
Two Sigma Investments
7
Two Sigma Investments
New York
$12M 473,718 -87,960 -16%
Invesco
8
Invesco
Georgia
$10.1M 399,349 +54,506 +16%
MW
9
Melia Wealth
Oklahoma
$9.83M 388,750 +9,385 +2%
HCA
10
Harbor Capital Advisors
Illinois
$9.8M 387,647 +230,513 +147%
Legal & General Group
11
Legal & General Group
United Kingdom
$8.41M 332,423 -5,824 -2%
TA
12
Tectonic Advisors
Texas
$8.32M 328,834 +48,442 +17%
First Manhattan
13
First Manhattan
New York
$7.76M 306,850 -53,196 -15%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$5.31M 209,808 -23,411 -10%
BlackRock
15
BlackRock
New York
$5.03M 199,049 +35,103 +21%
LPL Financial
16
LPL Financial
California
$4.86M 191,996 +10,985 +6%
AAM
17
Advisors Asset Management
Colorado
$4.62M 182,606 +12,443 +7%
GWI
18
Grace & White Inc
New York
$4.47M 176,597 – –
Morgan Stanley
19
Morgan Stanley
New York
$4.16M 164,461 -713 -0.4%
Franklin Resources
20
Franklin Resources
California
$3.89M 154,038 +30,423 +25%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.25M 128,650 +14,025 +12%
DA
22
Denali Advisors
California
$3.15M 124,653 +124,653 New
MC
23
Muzinich & Co
New York
$2.68M 106,072 +4,117 +4%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$2.6M 102,879 +4,117 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.6M 102,730 +56,919 +124%
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