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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
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$19.7M -$7.15M -32,099 -28%
JP Morgan Chase
27
JP Morgan Chase
New York
$19.1M +$1.84M +8,252 +11%
WCM Investment Management
28
WCM Investment Management
California
$18.1M -$294K -1,320 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$16.9M -$843K -3,783 -5%
SAM
30
Silvercrest Asset Management
New York
$16.1M +$21.4K +96 +0.1%
BFA
31
Bragg Financial Advisors
North Carolina
$14.8M -$5.62M -25,209 -29%
PAIM
32
Punch & Associates Investment Management
Minnesota
$14.4M -$5.78M -25,934 -30%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$14.3M -$3.52M -15,816 -13%
RA
34
Royce & Associates
New York
$12.7M
DDC
35
DF Dent & Co
Maryland
$12.3M +$11.7M +52,582 New
JSA
36
Jacobson & Schmitt Advisors
Wisconsin
$12.3M -$2.13M -9,549 -15%
SEI Investments
37
SEI Investments
Pennsylvania
$12.3M +$920K +4,126 +9%
EAM
38
Eagle Asset Management
Florida
$11.8M +$2.33M +10,438 +26%
Invesco
39
Invesco
Georgia
$10.9M +$13.4K +60 +0.1%
MAM
40
Montanaro Asset Management
United Kingdom
$10.6M
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$10.1M -$173K -776 -2%
Comerica Bank
42
Comerica Bank
Texas
$9.86M +$2.72M +12,226 +41%
Renaissance Technologies
43
Renaissance Technologies
New York
$8.45M +$1.03M +4,600 +15%
Ameriprise
44
Ameriprise
Minnesota
$7.7M +$2.1M +9,439 +40%
Goldman Sachs
45
Goldman Sachs
New York
$7.36M -$154K -689 -2%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$7.29M +$63.7K +286 +0.9%
Mawer Investment Management
47
Mawer Investment Management
Alberta, Canada
$7.29M +$3.47M +15,581 +100%
Swiss National Bank
48
Swiss National Bank
Switzerland
$7.19M
First Trust Advisors
49
First Trust Advisors
Illinois
$7.19M +$2.57M +11,539 +60%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$6.88M

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.