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CSW

CSW Industrials

169 hedge funds and large institutions have $1.55B invested in CSW Industrials in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.26B → $1.55B (+$293M)

1.74% more ownership

Funds ownership: 71.86%73.59% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 172169 (-3)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$12M -$1.01M -7,952 -8%
RHJA
27
Rice Hall James & Associates
California
$10.7M +$3.17K +25 +0%
PI
28
Putnam Investments
Massachusetts
$10.6M -$3.77M -29,703 -27%
MAM
29
Montanaro Asset Management
United Kingdom
$10.1M +$2.49M +19,600 +35%
RA
30
Royce & Associates
New York
$8.73M +$254K +2,000 +3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.7M -$170K -1,341 -2%
Morgan Stanley
32
Morgan Stanley
New York
$7.69M -$1,000K -7,879 -12%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$6.74M +$3.18M +25,084 +101%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$6.62M -$3.11M -24,509 -33%
First Trust Advisors
35
First Trust Advisors
Illinois
$5.04M +$1.88M +14,808 +66%
SEI Investments
36
SEI Investments
Pennsylvania
$4.71M -$470K -3,702 -9%
Swiss National Bank
37
Swiss National Bank
Switzerland
$4.57M +$76.1K +600 +2%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$4.43M -$6.32M -49,837 -60%
WT
39
Whittier Trust
California
$4.32M
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$4.19M -$115K -910 -3%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$3.84M -$2.78M -21,914 -43%
AACP
42
Advantage Alpha Capital Partners
California
$3.82M -$542K -4,273 -13%
MCM
43
Moerus Capital Management
New York
$3.31M +$48.6K +383 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$3.27M -$673K -5,305 -18%
Invesco
45
Invesco
Georgia
$3.25M +$34.1K +269 +1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.79M -$9.39K -74 -0.4%
AAMU
47
AEGON Asset Management (UK)
United Kingdom
$2.77M -$963K -7,587 -27%
EHC
48
Everett Harris & Co
California
$2.73M +$12.7K +100 +0.5%
Citadel Advisors
49
Citadel Advisors
Florida
$2.73M +$1.53M +12,020 +146%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.57M -$1.25M -9,868 -35%

CSW Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2021, worth a combined $1.55B — up 23% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSW and 22 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $30.5M. The largest seller was Mawer Investment Management, cutting an estimated $18.1M.

  • 169 institutional investors held CSW Industrials (CSW) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $1.55B of CSW Industrials stock for Q1 2021, up 23% quarter-over-quarter.
  • 22 funds opened new CSW Industrials positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest CSW Industrials buyer in Q1 2021 was Capital International Investors, an estimated $30.5M added.
  • The largest CSW Industrials seller in Q1 2021 was Mawer Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2021.