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CSW

CSW Industrials

371 hedge funds and large institutions have $5.4B invested in CSW Industrials in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $2.51M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

7% more funds holding

Funds holding: 346371 (+25)

10% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 125

3.76% less ownership

Funds ownership: 94.73%90.98% (-3.8%)

7% less capital invested

Capital invested by funds: $5.78B → $5.4B (-$381M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
64
Increased
137
Reduced
125
Closed
35
Calls
$12.5M
Puts
$2.51M
Net Calls
+$9.95M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
326
V-Square Quantitative Management
Illinois
$28.9K
Bessemer Group
327
Bessemer Group
New Jersey
$28K +$9.33K +24 +44%
OC
328
Oarsman Capital
Wisconsin
$22.9K +$25.3K +65 New
AF
329
Allworth Financial
California
$21K -$1.17K -3 -5%
UFF
330
USA Financial Formulas
Michigan
$20.1K -$105K -269 -83%
AAP
331
Arax Advisory Partners
Colorado
$19.4K
MTC
332
Matrix Trust Company
Colorado
$15K +$778 +2 +5%
PPC
333
Park Place Capital
Alabama
$13.8K +$15.2K +39 New
SAM
334
Smartleaf Asset Management
Massachusetts
$13.5K +$1.56K +4 +12%
EWA
335
EverSource Wealth Advisors
Alabama
$13.1K +$1.56K +4 +12%
PS
336
Principal Securities
Iowa
$12.3K -$2.72K -7 -17%
PTC
337
Private Trust Company
Ohio
$12.3K +$389 +1 +3%
PWA
338
Physician Wealth Advisors
Utah
$10.6K +$11.7K +30 New
AssetMark Inc
339
AssetMark Inc
California
$8.47K +$9.33K +24 New
VWM
340
Venturi Wealth Management
Texas
$8.12K +$5.83K +15 +188%
CIA
341
Cape Investment Advisory
Georgia
$7.76K +$389 +1 +5%
BBHC
342
Brown Brothers Harriman & Co
New York
$7.41K
HIM
343
Hillsdale Investment Management
Ontario, Canada
$7.06K
HCM
344
Hollencrest Capital Management
California
$7.06K
RS
345
R Squared
Hong Kong
$7.06K +$7.78K +20 New
RIL
346
Rothschild Investment LLC
Illinois
$6.7K +$1.17K +3 +19%
VCM
347
Versant Capital Management
Arizona
$6.7K +$7.39K +19 New
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$6.09K
BIA
349
Bell Investment Advisors
California
$6K
QL
350
Quarry LP
New York
$6K +$6.61K +17 New