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CSW

CSW Industrials

241 hedge funds and large institutions have $2.78B invested in CSW Industrials in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$554M)

11% more funds holding

Funds holding: 218241 (+23)

4.46% more ownership

Funds ownership: 81.64%86.1% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
79
Reduced
82
Closed
12
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Bragg Financial Advisors
North Carolina
$18.3M -$14.1K -78 -0.1%
PAIM
27
Punch & Associates Investment Management
Minnesota
$18.1M +$347K +1,912 +2%
ZIG
28
Zuckerman Investment Group
Illinois
$17.8M -$705K -3,889 -4%
WCM Investment Management
29
WCM Investment Management
California
$16.4M -$18.5K -102 -0.1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$15.7M -$717K -3,953 -5%
JP Morgan Chase
31
JP Morgan Chase
New York
$15.2M +$1.5M +8,268 +13%
SAM
32
Silvercrest Asset Management
New York
$14.2M -$1.32M -7,301 -10%
JSA
33
Jacobson & Schmitt Advisors
Wisconsin
$12.8M +$152K +838 +1%
Two Sigma Investments
34
Two Sigma Investments
New York
$11.5M +$2M +11,049 +25%
RA
35
Royce & Associates
New York
$11.2M -$1.03M -5,700 -10%
SEI Investments
36
SEI Investments
Pennsylvania
$9.98M +$947K +5,219 +12%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$9.69M +$1.49M +8,200 +21%
Invesco
38
Invesco
Georgia
$9.64M +$801K +4,414 +10%
MAM
39
Montanaro Asset Management
United Kingdom
$9.33M
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$9.1M +$3.43M +18,919 +76%
EAM
41
Eagle Asset Management
Florida
$8.4M +$7.35M +40,510 New
Capital World Investors
42
Capital World Investors
California
$7.39M +$6.46M +35,634 New
Goldman Sachs
43
Goldman Sachs
New York
$6.65M +$508K +2,802 +10%
Renaissance Technologies
44
Renaissance Technologies
New York
$6.51M -$1.2M -6,600 -17%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$6.39M +$98K +540 +2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$6.36M -$635K -3,500 -10%
Deutsche Bank
47
Deutsche Bank
Germany
$6.32M +$4.01M +22,087 +263%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$6.26M +$594K +3,272 +12%
Comerica Bank
49
Comerica Bank
Texas
$6.18M +$2.78M +15,301 +105%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$6.08M +$5.32M +29,309 New