Capital Southwest
CSWC
160 hedge funds and large institutions have $322M invested in Capital Southwest in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
75% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 20
46% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 41
11% more capital invested
Capital invested by funds: $290M → $322M (+$32.3M)
7% more funds holding
Funds holding: 149 → 160 (+11)
6.53% more ownership
Funds ownership: 24.44% → 30.97% (+6.5%)
35% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $4.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.6M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$10.8M |
| 3 |
Millennium Management
New York
|
+$6.06M |
| 4 |
Two Sigma Investments
New York
|
+$4.71M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.66M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$778K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$715K |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$673K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$626K |
CSWC Hedge Fund Activity: Q4 2024 in Review
160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Southwest (CSWC) for Q4 2024, worth a combined $322M — up 11% from $290M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CSWC positions and 20 closed out — a net gain of 15 holders — while 60 added to existing stakes and 41 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $23.6M. The largest seller was Invesco, cutting an estimated $8.66M.
- 160 institutional investors held Capital Southwest (CSWC) as of Q4 2024, up from 149 in Q3 2024.
- Funds reported $322M of Capital Southwest stock for Q4 2024, up 11% quarter-over-quarter.
- 35 funds opened new Capital Southwest positions in Q4 2024 and 20 closed out, a net change of +15 holders.
- The largest Capital Southwest buyer in Q4 2024 was Balyasny Asset Management, an estimated $23.6M added.
- The largest Capital Southwest seller in Q4 2024 was Invesco, an estimated $8.66M sold.
Based on aggregated 13F filings for Q4 2024.