Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Southwest Corp (CSWC)

171 + Investors. Track Smart Money conviction in CSWC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — CSWC

Based on 172 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CSWC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
172 hedge funds hold CSWC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CSWC is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

90 buying71 selling
Last quarter: 90 funds bought or added vs 71 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CSWC position: 31 → 26 → 26 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 23% new
94 out of 172 hedge funds have held CSWC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +25%, value +8%

Value
+8%
Shares
+24%
Last quarter: funds added +25% more shares while total portfolio value only changed +8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~33 new funds/quarter

36 → 31 → 26 → 26 → 33 new funds/Q
New funds entering each quarter: 31 → 26 → 26 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 30% new
Entry-cohort mix of 176 holders: 101 (57%) are 2+ year veterans, 23 entered 1–2 years ago, and 52 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
26 of 170 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSWC

In 2026 Q1, 90 hedge funds were net buyers of CSWC (33 opened a new position, 57 added to an existing one), while 71 reduced or exited (47 trimmed, 24 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 21% of total institutional value in CSWC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 172.

Hedge Fund Ownership: CSWC

How many hedge funds hold CSWC — quarterly history vs. share price
Quarterly hedge fund ownership of CSWC vs. share price

Market Analysis: CSWC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSWC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Capital Southwest Corp (CSWC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSWC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CSWC
+3.3%
XLF
+1220.3%

CSWC outperformed XLF by -1217.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CSWC
-3.1%
XLF
+4.8%

Since the filing became public, CSWC outperformed XLF by -7.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: CSWC
171 + Investors

Track Smart Money conviction in CSWC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 171 163 4.91%
13F Shares 19M 15M 24.25%
Total Value $395M $366M 7.83%
New Positions 33 26 +7
Increased Positions 54 46 +8
Closed Positions 25 28 -3
Reduced Positions 47 60 -13
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CSWC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

171 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSWC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CSWC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melia Wealth LLC 5.52% 515,478 $11.4M
2 Panoramic Investment Advisors, LLC 5.52% 515,525 $11.4M
3 Sanders Morris Harris LLC 3.90% 1,111,173 $24.6M
4 Womack Financial LLC 3.78% 232,275 $5.1M
5 Muzinich & Co., Inc. 3.30% 426,243 $9.4M
6 Epiq Partners, LLC 3.23% 312,326 $6.9M
7 GraniteShares Advisors LLC 1.75% 109,894 $2.4M
8 Sound Income Strategies, LLC 0.96% 903,329 $19.8M
9 Columbus Macro, LLC 0.85% 357,781 $7.9M
10 First Dallas Securities Inc. 0.73% 89,691 $2.0M
11 Closed-End Fund Advisors, Inc. 0.69% 30,588 $677K
12 Grace & White Inc /Ny 0.64% 164,697 $3.6M
13 Empirical Finance, LLC 0.64% 618,866 $13.7M
14 Moerus Capital Management LLC 0.50% 61,698 $1.4M
15 Fund Advisors of America Inc/FL 0.41% 18,426 $408K
16 Naviter Wealth, LLC 0.34% 124,570 $2.8M
17 Caldwell Sutter Capital, INC. 0.33% 37,018 $819K
18 Legacy Capital Wealth Partners, LLC 0.32% 71,174 $1.6M
19 Truvestments Capital LLC 0.29% 72,746 $1.6M
20 Arlington Capital Management, Inc. 0.27% 21,565 $477K
21 Hodges Capital Management Inc. 0.20% 110,275 $2.4M
22 Bayshore Capital Advisors, LLC 0.19% 20,500 $453K
23 Denali Advisors LLC 0.19% 75,847 $1.7M
24 Oxford Asset Management LLP 0.18% 19,172 $424K
25 Samalin Investment Counsel, LLC 0.18% 22,881 $506K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Capital Southwest Corp (CSWC)

What does the Smart Money Trend signal show for CSWC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CSWC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSWC?

Slight buying edge — 56% buying: Last quarter: 90 funds bought or added vs 71 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSWC holders?

Strong quality — 21% AUM from major funds: 26 of 170 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CSWC?

55% of holders stayed for 2+ years: 94 out of 172 hedge funds have held CSWC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Capital Southwest Corp (CSWC) following the 2026 Q1 hedge fund 13F filings?

As of today, CSWC has moved -3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -7.9%. Since the quarter end (March 31, 2026), CSWC has gained +3.3% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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