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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
IA
251
IFP Advisors
Florida
$4.46K -$4.23K -19 -50%
CA
252
Crewe Advisors
Utah
$4.22K +$4.01K +18 New
FFC
253
First Financial Corp
Indiana
$4.22K +$4.01K +18 New
BIA
254
Bell Investment Advisors
California
$3.99K +$669 +3 +21%
Mitsubishi UFJ Asset Management
255
Mitsubishi UFJ Asset Management
Japan
$3.99K
EWA
256
EverSource Wealth Advisors
Alabama
$3.8K +$223 +1 +7%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$3K -$446 -2 -13%
JWA
258
JFS Wealth Advisors
Pennsylvania
$2.35K -$223 -1 -9%
AWM
259
Avior Wealth Management
Nebraska
$2.11K +$2.01K +9 New
CFGS
260
Concourse Financial Group Securities
Alabama
$1.88K -$223 -1 -11%
GI
261
GAMMA Investing
California
$1.64K +$669 +3 +75%
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$939 +$223 +1 +33%
CIA
263
Cape Investment Advisory
Georgia
$938 +$891 +4 New
HCP
264
Hexagon Capital Partners
Arkansas
$938 +$891 +4 New
SIC
265
SJS Investment Consulting
Ohio
$704
CA
266
Continuum Advisory
Idaho
$493 +$446 +2 New
RIL
267
Rothschild Investment LLC
Illinois
$469 +$446 +2 New
LC
268
Lindbrook Capital
California
$235
CIP
269
Champlain Investment Partners
Vermont
-$86.8M -418,670 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
270
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.05M -9,896 Closed
OMC
271
Old Mission Capital
Illinois
-$1.48M -7,155 Closed
BA
272
Bridgewater Associates
Connecticut
-$1.32M -6,374 Closed
State Board of Administration of Florida Retirement System
273
State Board of Administration of Florida Retirement System
Florida
-$1.19M -5,715 Closed
Bessemer Group
274
Bessemer Group
New Jersey
-$1.12M -5,410 Closed
Canada Pension Plan Investment Board
275
Canada Pension Plan Investment Board
Ontario, Canada
-$752K -3,627 Closed

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.