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CSW

CSW Industrials

268 hedge funds and large institutions have $3.04B invested in CSW Industrials in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

11% more funds holding

Funds holding: 241268 (+27)

10% more capital invested

Capital invested by funds: $2.78B → $3.04B (+$266M)

2.3% less ownership

Funds ownership: 86.1%83.8% (-2.3%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
+27
Holders Change %
+11.2%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
75
Reduced
93
Closed
21
Calls
$1.97M
Puts
Net Calls
+$1.97M
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
226
Old Second National Bank of Aurora
Illinois
$108K
HNB
227
Huntington National Bank
Ohio
$108K +$12K +54 +13%
C
228
Covestor
United Kingdom
$86K -$9.81K -44 -11%
HNB
229
Hilltop National Bank
Wyoming
$85.6K +$81.3K +365 New
BWP
230
Baldwin Wealth Partners
Massachusetts
$84.9K
NA
231
NewEdge Advisors
Louisiana
$84.8K +$4.68K +21 +6%
KBC Group
232
KBC Group
Belgium
$83K +$18.1K +81 +30%
CFB
233
Cullen/Frost Bankers
Texas
$71.1K -$65.1K -292 -49%
HIA
234
Harbor Investment Advisory
Maryland
$58.2K +$55.3K +248 New
FHA
235
First Horizon Advisors
Tennessee
$57.9K -$4.9K -22 -8%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$52.5K +$16.9K +76 +51%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$47.5K +$45.7K +205 New
UB
238
UMB Bank
Missouri
$34.5K
PA
239
Parallel Advisors
California
$32.6K +$2.67K +12 +9%
QCG
240
Quadrant Capital Group
Ohio
$23.7K
CIM
241
Contravisory Investment Management
Massachusetts
$18.5K
AF
242
Allworth Financial
California
$12K +$223 +1 +2%
FFA
243
Farther Finance Advisors
California
$9.04K
PTC
244
Private Trust Company
Ohio
$8.91K -$1.78K -8 -17%
HIM
245
Hillsdale Investment Management
Ontario, Canada
$7.04K
QL
246
Quarry LP
New York
$7.04K +$6.69K +30 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$7K +$223 +1 +3%
PS
248
Principal Securities
Iowa
$6.33K -$446 -2 -7%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$5.4K +$2.9K +13 +130%
TRCT
250
Tower Research Capital (TRC)
New York
$4.46K -$710K -3,186 -99%

CSW Hedge Fund Activity: Q1 2024 in Review

268 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2024, worth a combined $3.04B — up 9.6% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CSW positions and 21 closed out — a net gain of 27 holders — while 75 added to existing stakes and 93 trimmed.

The largest buyer was Capital World Investors, adding an estimated $76M. The largest seller was Morgan Stanley, cutting an estimated $133M.

  • 268 institutional investors held CSW Industrials (CSW) as of Q1 2024, up from 241 in Q4 2023.
  • Funds reported $3.04B of CSW Industrials stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 48 funds opened new CSW Industrials positions in Q1 2024 and 21 closed out, a net change of +27 holders.
  • The largest CSW Industrials buyer in Q1 2024 was Capital World Investors, an estimated $76M added.
  • The largest CSW Industrials seller in Q1 2024 was Morgan Stanley, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2024.