We are live on ! Find out more
CSW

CSW Industrials
CSW

123 hedge funds and large institutions have $537M invested in CSW Industrials in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

16% more funds holding

Funds holding: 106 → 123 (+17)

1% more ownership

Funds ownership: 71.65% → 72.65% (+1%)

11% less capital invested

Capital invested by funds: $605M → $537M (-$68.2M)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

Holders
123
Holders Change
+17
Holders Change %
+16.04%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
28
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$3.47M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.58M
3
BlackRock
BlackRock
New York
+$2.26M
4
OAM
Oxford Asset Management
United Kingdom
+$1.11M
5
Wells Fargo
Wells Fargo
California
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$9.49M
2
TAM
Third Avenue Management
New York
-$7.55M
3
Morgan Stanley
Morgan Stanley
New York
-$4.02M
4
American Century Companies
American Century Companies
Missouri
-$2.59M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
76
Walter & Keenan Wealth Management
Indiana
$387K +$398K +8,000 New
SGAM
77
Steinberg Global Asset Management
Florida
$380K – – –
PC
78
Port Capital
Illinois
$377K – – –
CS
79
Credit Suisse
Switzerland
$369K -$85.9K -1,729 -18%
Principal Financial Group
80
Principal Financial Group
Iowa
$357K +$367K +7,374 New
MIM
81
MetLife Investment Management
New Jersey
$357K – – –
EGM
82
Engineers Gate Manager
New York
$345K +$354K +7,127 New
SRAM
83
Stone Ridge Asset Management
New York
$339K -$26.3K -530 -7%
Goldman Sachs
84
Goldman Sachs
New York
$338K -$182K -3,670 -34%
AIM
85
Assured Investment Management
New York
$335K +$344K +6,921 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$322K +$331K +6,653 New
Squarepoint
87
Squarepoint
New York
$272K -$8.55K -172 -3%
US Bancorp
88
US Bancorp
Minnesota
$272K +$1.09K +22 +0.4%
DTL
89
Dynamic Technology Lab
Singapore
$267K +$275K +5,528 New
B
90
Bailard
California
$263K +$271K +5,444 New
AWM
91
AE Wealth Management
Kansas
$258K +$265K +5,336 New
SS
92
Simplicity Solutions
Minnesota
$258K +$265K +5,336 New
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$251K – – –
MF
94
Magnetar Financial
Illinois
$233K +$240K +4,826 New
Man Group
95
Man Group
United Kingdom
$232K +$239K +4,800 New
Citigroup
96
Citigroup
New York
$223K +$43K +866 +23%
Jacobs Levy Equity Management
97
Jacobs Levy Equity Management
New Jersey
$218K – – –
ZCM
98
Zebra Capital Management
Connecticut
$209K +$215K +4,318 New
SGAM
99
Smith Group Asset Management
Texas
$161K +$166K +3,330 New
Legal & General Group
100
Legal & General Group
United Kingdom
$144K +$16.9K +339 +13%
2 3
4
5 6

CSW Hedge Fund Activity: Q4 2018 in Review

123 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q4 2018, worth a combined $537M — down 11% from $605M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSW positions and 9 closed out — a net gain of 17 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $3.47M. The largest seller was Lazard Asset Management, cutting an estimated $9.49M.

  • 123 institutional investors held CSW Industrials (CSW) as of Q4 2018, up from 106 in Q3 2018.
  • Funds reported $537M of CSW Industrials stock for Q4 2018, down 11% quarter-over-quarter.
  • 26 funds opened new CSW Industrials positions in Q4 2018 and 9 closed out, a net change of +17 holders.
  • The largest CSW Industrials buyer in Q4 2018 was AJO LP, an estimated $3.47M added.
  • The largest CSW Industrials seller in Q4 2018 was Lazard Asset Management, an estimated $9.49M sold.

Based on aggregated 13F filings for Q4 2018.