Empfehlung
46,6
Halten
Composite Score (0–100)
Insider (25%)
58.4
2 Insider, 73K $ Volumen
Institutionell (22,5%)
56.5
26 neu, 37 erhöht, -6152K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
Stammdaten
Unternehmen
| Name | CAPITAL SOUTHWEST CORP |
|---|---|
| Ticker | CSWC |
| CIK | 0000017313 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | 140501107 |
|---|---|
| ISIN | US1405011073 |
| Typ | Common Stock |
| Titel | CAPITAL SOUTHWEST CORP |
Status
| Zuletzt geprüft | 2026-03-23 20:32:12.389884 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 22,039,168 | 11,830,052 | 10,209,116 | 26,101,641 | Aufgestockt | +86,3% | |
| Union Bancaire Privee, UBP SA | 7,265 | 9,349 | -2,084 | 24,800,861 | Reduziert | -22,3% | |
| UBS Group AG | 817,148 | 778,161 | 38,987 | 18,099,828 | Aufgestockt | +5,0% | |
| WOLVERINE ASSET MANAGEMENT LLC | 14,834,000 | 14,868,600 | -34,600 | 14,758,056 | Reduziert | -0,2% | |
| SMH CAPITAL ADVISORS INC | 12,274,404 | 12,362,509 | -88,105 | 13,780,188 | Reduziert | -0,7% | |
| VICTORY CAPITAL MANAGEMENT INC | 13,235,000 | 13,235,000 | 0 | 13,143,190 | Unverändert | 0,0% | |
| Melia Wealth LLC | 490,451 | 464,973 | 25,478 | 10,721,261 | Aufgestockt | +5,5% | |
| Cetera Investment Advisers | 440,631 | 0 | 440,631 | 9,421,371 | Neu | +100,0% | |
| Muzinich & Co., Inc. | 425,322 | 273,265 | 152,057 | 9,420,882 | Aufgestockt | +55,6% | |
| BlackRock, Inc. | 422,257 | 424,388 | -2,131 | 9,352,996 | Reduziert | -0,5% | |
| Legal & General Group Plc | 389,580 | 331,901 | 57,679 | 8,638,936 | Aufgestockt | +17,4% | |
| Columbus Macro, LLC | 345,520 | 318,887 | 26,633 | 7,653,274 | Aufgestockt | +8,4% | |
| EPIQ PARTNERS, LLC | 310,965 | 295,429 | 15,536 | 6,887,875 | Aufgestockt | +5,3% | |
| RAYMOND JAMES FINANCIAL INC | 281,013 | 302,853 | -21,840 | 6,224,438 | Reduziert | -7,2% | |
| FRANKLIN RESOURCES INC | 262,299 | 311,230 | -48,931 | 5,809,923 | Reduziert | -15,7% | |
| MARSHALL WACE, LLP | 252,245 | 147,162 | 105,083 | 5,514,075 | Aufgestockt | +71,4% | |
| MORGAN STANLEY | 238,264 | 233,743 | 4,521 | 5,277,569 | Aufgestockt | +1,9% | |
| GOLDMAN SACHS GROUP INC | 229,086 | 231,105 | -2,019 | 5,074,255 | Reduziert | -0,9% | |
| LPL Financial LLC | 214,780 | 194,735 | 20,045 | 4,757,386 | Aufgestockt | +10,3% | |
| AQR Arbitrage LLC | 4,626,000 | 0 | 4,626,000 | 4,591,305 | Neu | +100,0% | |
| FIRST MANHATTAN CO. LLC. | 206,002 | 218,905 | -12,903 | 4,562,944 | Reduziert | -5,9% | |
| Wellesley Asset Management | 4,462,000 | 18,409,000 | -13,947,000 | 4,424,519 | Reduziert | -75,8% | |
| Connor, Clark & Lunn Investment Management Ltd. | 188,921 | 0 | 188,921 | 4,184,600 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 177,300 | 184,900 | -7,600 | 3,927,195 | Reduziert | -4,1% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 169,858 | 220,367 | -50,509 | 3,762,355 | Reduziert | -22,9% | |
| GRACE & WHITE INC /NY | 164,697 | 167,897 | -3,200 | 3,648,039 | Reduziert | -1,9% | |
| JANE STREET GROUP, LLC | 139,137 | 126,839 | 12,298 | 3,081,885 | Aufgestockt | +9,7% | |
| Walleye Capital LLC | 3,000,000 | 0 | 3,000,000 | 2,977,500 | Neu | +100,0% | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 130,384 | 0 | 130,384 | 2,850,184 | Neu | +100,0% | |
| GraniteShares Advisors LLC | 122,472 | 0 | 122,472 | 2,712,755 | Neu | +100,0% | |
| Fort Baker Capital Management LP | 2,630,000 | 2,630,000 | 0 | 2,635,253 | Unverändert | 0,0% | |
| KIM, LLC | 2,500,000 | 9,000,000 | -6,500,000 | 2,481,250 | Reduziert | -72,2% | |
| Hodges Capital Management Inc. | 108,462 | 101,641 | 6,821 | 2,402,423 | Aufgestockt | +6,7% | |
| PALISADE CAPITAL MANAGEMENT, LP | 2,250,000 | 4,000,000 | -1,750,000 | 2,233,125 | Reduziert | -43,8% | |
| BARCLAYS PLC | 97,739 | 76,083 | 21,656 | 2,164,919 | Aufgestockt | +28,5% | |
| Neuberger Berman Group LLC | 94,785 | 105,692 | -10,907 | 2,099,488 | Reduziert | -10,3% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 92,347 | 93,701 | -1,354 | 2,045,480 | Reduziert | -1,4% | |
| First Dallas Securities Inc. | 89,911 | 84,031 | 5,880 | 1,991,529 | Aufgestockt | +7,0% | |
| BENJAMIN EDWARDS INC | 89,709 | 89,430 | 279 | 1,986,854 | Aufgestockt | +0,3% | |
| CAPSTONE INVESTMENT ADVISORS, LLC | 2,000,000 | 2,000,000 | 0 | 1,980,000 | Unverändert | 0,0% | |
| Catalyst Capital Advisors LLC | 936,000 | 907,000 | 29,000 | 1,965,698 | Aufgestockt | +3,2% | |
| Verition Fund Management LLC | 88,378 | 32,962 | 55,416 | 1,957,573 | Aufgestockt | +168,1% | |
| Engineers Gate Manager LP | 88,930 | 0 | 88,930 | 1,944,010 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 83,810 | 86,665 | -2,855 | 1,856,391 | Reduziert | -3,3% | |
| B. Riley Wealth Advisors, Inc. | 69,675 | 90,512 | -20,837 | 1,543,309 | Reduziert | -23,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 1,517,000 | 5,763 | 1,511,237 | 1,498,038 | Aufgestockt | +26223,1% | |
| Weiss Asset Management LP | 1,466,044 | 0 | 1,466,044 | 1,460,303 | Neu | +100,0% | |
| STATE STREET CORP | 62,507 | 50,598 | 11,909 | 1,384,530 | Aufgestockt | +23,5% | |
| COZAD ASSET MANAGEMENT INC | 52,380 | 49,676 | 2,704 | 1,160,217 | Aufgestockt | +5,4% | |
| CreativeOne Wealth, LLC | 50,840 | 97,033 | -46,193 | 1,126,106 | Reduziert | -47,6% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-02-27 | Sarner Michael Scott | Director, Officer, President and CEO | Open Market Purchase | 2,695 | 21.90 | 59,012.51 | +300,6% | |
| 2026-02-09 | BATTIST CHRISTINE | Director | Open Market Purchase | 600 | 23.16 | 13,895.22 | +70,8% | |
| 2025-10-01 | Rogers-Windsor Ramona Lynn | Director | Open Market Purchase | 463 | 21.55 | 9,978.76 | +50,8% | |
| 2025-08-20 | BATTIST CHRISTINE | Director | Open Market Purchase | 667 | 22.45 | 14,972.15 | +76,3% | |
| 2025-06-23 | Rogers-Windsor Ramona Lynn | Director | Open Market Purchase | 471 | 21.19 | 9,980.49 | +50,8% | |
| 2025-05-27 | BATTIST CHRISTINE | Director | Open Market Purchase | 476 | 20.87 | 9,934.79 | +50,6% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-26 | 489 | 22,97 | 11.232 |
| 2026-02-18 | 2.711 | 22,97 | 62.272 |
| 2026-02-17 | 5.737 | 22,81 | 130.861 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 22,039,168 | 26,101,641 | 9.28 |
| Union Bancaire Privee, UBP SA | 7,265 | 24,800,861 | 8.81 |
| UBS Group AG | 817,148 | 18,099,828 | 6.43 |
| WOLVERINE ASSET MANAGEMENT LLC | 14,834,000 | 14,758,056 | 5.24 |
| SMH CAPITAL ADVISORS INC | 12,274,404 | 13,780,188 | 4.90 |
| VICTORY CAPITAL MANAGEMENT INC | 13,235,000 | 13,143,190 | 4.67 |
| Cetera Investment Advisers | 440,631 | 9,421,371 | 3.35 |
| Muzinich & Co., Inc. | 425,322 | 9,420,882 | 3.35 |
| BlackRock, Inc. | 422,257 | 9,352,996 | 3.32 |
| Legal & General Group Plc | 389,580 | 8,638,936 | 3.07 |
| Columbus Macro, LLC | 345,520 | 7,653,274 | 2.72 |
| EPIQ PARTNERS, LLC | 310,965 | 6,887,875 | 2.45 |
| RAYMOND JAMES FINANCIAL INC | 281,013 | 6,224,438 | 2.21 |
| FRANKLIN RESOURCES INC | 262,299 | 5,809,923 | 2.06 |
| MORGAN STANLEY | 238,264 | 5,277,569 | 1.88 |
| GOLDMAN SACHS GROUP INC | 229,086 | 5,074,255 | 1.80 |
| LPL Financial LLC | 214,780 | 4,757,386 | 1.69 |
| AQR Arbitrage LLC | 4,626,000 | 4,591,305 | 1.63 |
| FIRST MANHATTAN CO. LLC. | 206,002 | 4,562,944 | 1.62 |
| Wellesley Asset Management | 4,462,000 | 4,424,519 | 1.57 |