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Institutional Holders of CSWC

There is a long list of 143 institutional holders of CSWC within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CSWC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CSWC table below, the initial column indicates the name of each top institutional holder of CSWC, with a link to that fund's top holdings. The next columns indicate the amount of CSWC stock held by each of the institutional holders of CSWC, followed by the CSWC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $18,551,602 12/31/2023
     Call781,986$18,533,069 12/31/2023
     CSWC781,986$18,533 12/31/2023
Van ECK Associates Corp847,225$21,147 03/31/2024
     CSWC847,225$21,147 03/31/2024
Sanders Morris Harris LLC644,206$16,079 03/31/2024
     CSWC644,206$16,079 03/31/2024
Zuckerman Investment Group LLC613,137$14,531 12/31/2023
     CSWC613,137$14,531 12/31/2023
Sound Income Strategies LLC549,655$13,719 03/31/2024
     CSWC549,655$13,719 03/31/2024
Beacon Pointe Advisors LLC405,411$9,608 12/31/2023
     CSWC405,411$9,608 12/31/2023
Melia Wealth LLC372,073$9,287 03/31/2024
     CSWC372,073$9,287 03/31/2024
Invesco Ltd.380,951$9,029 12/31/2023
     CSWC380,951$9,029 12/31/2023
Two Sigma Investments LP378,964$8,981 12/31/2023
     CSWC378,964$8,981 12/31/2023
First Manhattan Co.376,494$8,923 12/31/2023
     CSWC376,494$8,923 12/31/2023
Two Sigma Advisers LP351,500$8,331 12/31/2023
     CSWC351,500$8,331 12/31/2023
Legal & General Group Plc308,987$7,326 12/31/2023
     CSWC308,987$7,326 12/31/2023
Tectonic Advisors LLC256,698$6,407 03/31/2024
     CSWC256,698$6,407 03/31/2024
Hennion & Walsh Asset Management Inc.239,376$5,975 03/31/2024
     CSWC239,376$5,975 03/31/2024
Grace & White Inc. NY176,597$4,408 03/31/2024
     CSWC176,597$4,408 03/31/2024
BlackRock Inc.158,635$3,960 03/31/2024
     CSWC158,635$3,960 03/31/2024
Advisors Asset Management Inc.163,232$3,869 12/31/2023
     CSWC163,232$3,869 12/31/2023
LPL Financial LLC153,500$3,831 03/31/2024
     CSWC153,500$3,831 03/31/2024
Ameriprise Financial Inc.159,015$3,770 12/31/2023
     CSWC159,015$3,770 12/31/2023
Hudson Bay Capital Management LP130,741$3,099 12/31/2023
     CSWC130,741$3,099 12/31/2023
Mckinley Capital Management LLC Delaware120,451$3,006 03/31/2024
     CSWC120,451$3,006 03/31/2024
Raymond James Financial Services Advisors Inc.117,920$2,943 03/31/2024
     CSWC117,920$2,943 03/31/2024
Total Clarity Wealth Management Inc.97,160$2,425 03/31/2024
     CSWC97,160$2,425 03/31/2024
Confluence Investment Management LLC95,774$2,391 03/31/2024
     CSWC95,774$2,391 03/31/2024
Sumitomo Mitsui Trust Holdings Inc.94,701$2,364 03/31/2024
     CSWC94,701$2,364 03/31/2024
Millennium Management LLC98,831$2,342 12/31/2023
     CSWC98,831$2,342 12/31/2023
Moerus Capital Management LLC95,730$2,269 12/31/2023
     CSWC95,730$2,269 12/31/2023
Marshall Wace LLP93,744$2,222 12/31/2023
     CSWC93,744$2,222 12/31/2023
Morgan Stanley89,398$2,119 12/31/2023
     CSWC89,398$2,119 12/31/2023
Raymond James & Associates83,736$2,090 03/31/2024
     CSWC83,736$2,090 03/31/2024
Susquehanna International Group LLP $2,032 03/31/2024
     Call132,000$3,295 03/31/2024
     Put64,800$1,617 03/31/2024
     CSWC14,167$354 03/31/2024
Argent Trust Co79,124$1,975 03/31/2024
     CSWC79,124$1,975 03/31/2024
Redmont Wealth Advisors LLC78,460$1,958 03/31/2024
     CSWC78,460$1,958 03/31/2024
Putnam Investments LLC81,291$1,927 12/31/2023
     CSWC81,291$1,927 12/31/2023
Hodges Capital Management Inc.72,376$1,806 03/31/2024
     CSWC72,376$1,806 03/31/2024
Muzinich & Co. Inc.74,979$1,777 12/31/2023
     CSWC74,979$1,777 12/31/2023
Commonwealth Equity Services LLC70,201$1,752 03/31/2024
     CSWC70,201$1,752 03/31/2024
Benjamin F. Edwards & Company Inc.67,965$1,696 03/31/2024
     CSWC67,965$1,696 03/31/2024
Goldman Sachs Group Inc.68,682$1,628 12/31/2023
     CSWC68,682$1,628 12/31/2023
Royal Bank of Canada66,468$1,576 12/31/2023
     CSWC66,468$1,576 12/31/2023
Cozad Asset Management Inc.62,370$1,557 03/31/2024
     CSWC62,370$1,557 03/31/2024
Citadel Advisors LLC $1,459 12/31/2023
     CSWC81,866$1,940 12/31/2023
     Put53,700$1,273 12/31/2023
     Call33,400$792 12/31/2023
Quadrature Capital Ltd57,646$1,366 12/31/2023
     CSWC57,646$1,366 12/31/2023
First Dallas Securities Inc.53,448$1,334 03/31/2024
     CSWC53,448$1,334 03/31/2024
Foundations Investment Advisors LLC54,558$1,326 12/31/2023
     CSWC54,558$1,326 12/31/2023
National Asset Management Inc.54,331$1,288 12/31/2023
     CSWC54,331$1,288 12/31/2023
Mraz Amerine & Associates Inc.49,930$1,183 12/31/2023
     CSWC49,930$1,183 12/31/2023
Jump Financial LLC49,700$1,178 12/31/2023
     CSWC49,700$1,178 12/31/2023
UBS Group AG47,180$1,118 12/31/2023
     CSWC47,180$1,118 12/31/2023
Caldwell Sutter Capital Inc.43,228$1,079 03/31/2024
     CSWC43,228$1,079 03/31/2024

See All: Funds Holding CSWC
See Details: Top 10 Hedge Funds Holding CSWC
Also See: CSWC Insider Buying
Also See: CSWC Holdings Changes

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