Question 1

Which hedge funds and institutional investors hold CSWC?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CSWC shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CSWC whale holdings?

Accepted Answer

Conviction level reflects how significant CSWC is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CSWC, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CSWC?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CSWC?

Accepted Answer

QoQ changes for CSWC show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Two Sigma	2.3M	$52.0M	0.0%	$123.9B
Franklin Templeton	329.1K	$7.3M	0.0%	$408.3B
Millennium	204.5K	$4.5M	0.0%	$240.3B
Neuberger Berman (Eisman)	92.5K	$2.0M	0.0%	$131.4B
Balyasny	90.9K	$2.0M	0.0%	$77.1B
State Street	69.1K	$1.5M	0.0%	$2896.4B
Citadel	53.9K	$1.2M	0.0%	$618.5B
Brevan Howard	21.6K	$478K	0.0%	$11.3B
Citadel	21.5K	$476K	0.0%	$618.5B
Geode Capital	11.3K	$249K	—	$1607.5B
Northern Trust	2.3K	$51K	—	$756.6B
BlackRock	12	$265	—	$5723.5B

CSWC

Who Holds CSWC

Changes This Quarter