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CSW

CSW Industrials
CSW

207 hedge funds and large institutions have $2.08B invested in CSW Industrials in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 51

20% more capital invested

Capital invested by funds: $1.74B → $2.08B (+$347M)

7% more funds holding

Funds holding: 194 → 207 (+13)

0.1% more ownership

Funds ownership: 80.7% → 80.8% (+0.1%)

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
85
Reduced
51
Closed
11
Calls
$764K
Puts
–
Net Calls
+$764K
Net Calls Change
+$764K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.8M
2
BlackRock
BlackRock
New York
+$7.23M
3
Millennium Management
Millennium Management
New York
+$2.57M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.49M
5
Invesco
Invesco
Georgia
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$25.3M
2
CIP
Champlain Investment Partners
Vermont
-$13.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.07M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$13.1M +$161K +1,116 +1%
WCM Investment Management
27
WCM Investment Management
California
$12.9M +$34.9K +242 +0.3%
BFA
28
Bragg Financial Advisors
North Carolina
$12.6M +$61.5K +426 +0.6%
SAM
29
Silvercrest Asset Management
New York
$12.3M +$648K +4,487 +6%
JP Morgan Chase
30
JP Morgan Chase
New York
$10.5M -$195K -1,350 -2%
JSA
31
Jacobson & Schmitt Advisors
Wisconsin
$10.2M +$61.1K +423 +0.7%
WA
32
Wasatch Advisors
Utah
$10.1M -$57K -395 -0.6%
RA
33
Royce & Associates
New York
$9.79M +$375K +2,600 +5%
Goldman Sachs
34
Goldman Sachs
New York
$9.16M +$1.93M +13,337 +32%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$8.43M +$1.91M +13,227 +35%
RHJA
36
Rice Hall James & Associates
California
$8.4M +$268K +1,858 +4%
Invesco
37
Invesco
Georgia
$8.16M +$2.26M +15,671 +47%
Two Sigma Investments
38
Two Sigma Investments
New York
$7.77M +$838K +5,806 +14%
MAM
39
Montanaro Asset Management
United Kingdom
$7.48M +$722K +5,000 +13%
Millennium Management
40
Millennium Management
New York
$6.25M +$2.57M +17,797 +90%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$5.92M +$477K +3,300 +10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.61M +$289K +2,000 +6%
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$5.3M +$617K +4,275 +15%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.22M +$1.09M +7,539 +32%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.02M -$2.89M -20,000 -40%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$4.9M +$97.6K +676 +2%
Fidelity International
47
Fidelity International
Bermuda
$4.89M +$1.87M +12,970 +79%
LIC
48
Laurus Investment Counsel
Canada
$4.84M +$1.41M +9,750 +80%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$3.89M +$6.21K +43 +0.2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.68M -$157K -1,087 -5%
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CSW Hedge Fund Activity: Q2 2023 in Review

207 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q2 2023, worth a combined $2.08B — up 20% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CSW positions and 11 closed out — a net gain of 13 holders — while 85 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Allspring Global Investments, cutting an estimated $25.3M.

  • 207 institutional investors held CSW Industrials (CSW) as of Q2 2023, up from 194 in Q1 2023.
  • Funds reported $2.08B of CSW Industrials stock for Q2 2023, up 20% quarter-over-quarter.
  • 24 funds opened new CSW Industrials positions in Q2 2023 and 11 closed out, a net change of +13 holders.
  • The largest CSW Industrials buyer in Q2 2023 was Morgan Stanley, an estimated $26.8M added.
  • The largest CSW Industrials seller in Q2 2023 was Allspring Global Investments, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2023.