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Capital Southwest
CSWC

Overview Fund Activity

158 hedge funds and large institutions have $318M invested in Capital Southwest in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
59
Reduced
41
Closed
20
Calls
$3.08M
Puts
$4.76M
Net Calls
-$1.68M
Net Calls Change
-$1.17M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$21.8M
2
BPA
2
Beacon Pointe Advisors
California
$10.7M
3
Millennium Management
3
Millennium Management
New York
$5.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$4.31M

Top Sellers

1
Invesco
1
Invesco
Georgia
$687K
2
AAM
2
Advisors Asset Management
Colorado
$3.26M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Group One Trading
4
Group One Trading
Illinois
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$26M 1,190,204 +38,051 +3%
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$21.8M 1,001,199 +1,001,199 New
SMH
3
Sanders Morris Harris
Texas
$17.6M 814,584 +178,420 +28%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$16.9M 774,600 +114,000 +17%
ZIG
5
Zuckerman Investment Group
Illinois
$15M 672,468 +31,009 +5%
Two Sigma Investments
6
Two Sigma Investments
New York
$14.7M 673,778 +200,060 +42%
PAIM
7
Punch & Associates Investment Management
Minnesota
$14.7M 672,367 -3,216 -0.5%
SIS
8
Sound Income Strategies
Florida
$12.6M 578,541 +16,462 +3%
BPA
9
Beacon Pointe Advisors
California
$10.7M 490,291 +459,291 +1,482%
MW
10
Melia Wealth
Oklahoma
$8.76M 401,581 +12,831 +3%
HCA
11
Harbor Capital Advisors
Illinois
$8.7M 398,887 +11,240 +3%
TA
12
Tectonic Advisors
Texas
$8.68M 398,008 +69,174 +21%
Legal & General Group
13
Legal & General Group
United Kingdom
$6.77M 310,285 -22,138 -7%
First Manhattan
14
First Manhattan
New York
$6.59M 301,950 -4,900 -2%
Millennium Management
15
Millennium Management
New York
$5.62M 257,378 +257,378 New
BlackRock
16
BlackRock
New York
$5.1M 233,520 +34,471 +17%
Morgan Stanley
17
Morgan Stanley
New York
$4.66M 213,448 +48,987 +30%
Franklin Resources
18
Franklin Resources
California
$4.52M 207,330 +53,292 +35%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$4.31M 197,629 +197,629 New
Raymond James Financial
20
Raymond James Financial
Florida
$4.25M 194,755 +194,755 New
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$3.92M 179,426 -30,382 -14%
GWI
22
Grace & White Inc
New York
$3.85M 176,597 – –
LPL Financial
23
LPL Financial
California
$3.69M 169,054 -22,942 -12%
AAM
24
Advisors Asset Management
Colorado
$3.26M 149,543 -33,063 -18%
HF
25
HRT Financial
New York
$2.76M 126,700 +54,914 +76%
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