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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
RP
26
Riverbridge Partners
Minnesota
$42.2M +$46.5M +119,619 New
Invesco
27
Invesco
Georgia
$41.6M +$10.4M +26,770 +29%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$41.4M +$2.42M +6,213 +6%
UBS Group
29
UBS Group
Switzerland
$40.4M +$39.5M +101,545 +782%
Franklin Resources
30
Franklin Resources
California
$36.1M +$17.4M +44,841 +78%
MPIA
31
Mountain Pacific Investment Advisers
Idaho
$35.5M -$4.02M -10,342 -9%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$34.3M -$21.7M -55,840 -36%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$33.9M +$10.2M +26,189 +37%
Principal Financial Group
34
Principal Financial Group
Iowa
$31.4M +$1.58M +4,070 +5%
SAM
35
Silvercrest Asset Management
New York
$30.1M +$1.43M +3,676 +4%
N
36
Nuveen
North Carolina
$28.7M -$6.95M -17,861 -18%
Ameriprise
37
Ameriprise
Minnesota
$27M +$1.62M +4,157 +6%
ZIG
38
Zuckerman Investment Group
Illinois
$26.2M -$2.68M -6,888 -8%
JP Morgan Chase
39
JP Morgan Chase
New York
$25.3M +$3.4M +8,745 +14%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$23.7M +$4.44M +11,417 +21%
Bank of America
41
Bank of America
North Carolina
$23.6M -$7.08M -18,208 -21%
WCM Investment Management
42
WCM Investment Management
California
$23.6M -$5.04M -12,948 -16%
DDC
43
DF Dent & Co
Maryland
$23.5M -$8.12M -20,875 -24%
TCM
44
Tributary Capital Management
Nebraska
$23.4M -$11.2M -28,867 -30%
FAM
45
Fred Alger Management
New York
$20.1M +$11.2M +28,897 +103%
Citigroup
46
Citigroup
New York
$19.5M +$13.5M +34,591 +166%
SEI Investments
47
SEI Investments
Pennsylvania
$19.3M +$3.79M +9,752 +22%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$18.7M -$143K -368 -0.7%
Raymond James Financial
49
Raymond James Financial
Florida
$18.2M +$20.1M +51,579 New
UBS AM
50
UBS AM
Illinois
$18.1M +$10.5M +27,042 +111%