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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
Citadel Advisors
76
Citadel Advisors
Florida
$1.78M -$4.35M -30,107 -74%
SBH
77
Segall Bryant & Hamill
Illinois
$1.77M – – –
UBS AM
78
UBS AM
Illinois
$1.71M – – –
Canada Life
79
Canada Life
Manitoba, Canada
$1.58M +$653K +4,519 +91%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.54M -$5.92K -41 -0.4%
CSC
81
Caldwell Sutter Capital
California
$1.52M – – –
SAG
82
SageView Advisory Group
California
$1.35M +$6.79K +47 +0.6%
MIM
83
MetLife Investment Management
New Jersey
$1.35M +$61.1K +423 +5%
WKWM
84
Walter & Keenan Wealth Management
Indiana
$1.33M – – –
BRWA
85
B. Riley Wealth Advisors
Florida
$1.33M +$578K +4,000 +100%
American Century Companies
86
American Century Companies
Missouri
$1.31M +$480K +3,322 +73%
Brown Advisory
87
Brown Advisory
Maryland
$1.3M – – –
PC
88
Port Capital
Illinois
$1.3M – – –
SC
89
Saturna Capital
Washington
$1.28M – – –
Citigroup
90
Citigroup
New York
$1.27M +$966K +6,690 +707%
Deutsche Bank
91
Deutsche Bank
Germany
$1.24M -$443K -3,067 -29%
AIG
92
American International Group
New York
$1.23M +$52.9K +366 +5%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$1.17M +$734K +5,083 +258%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.17M +$182K +1,259 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M +$1.01M +7,000 New
GWI
96
Grace & White Inc
New York
$1.14M -$144K -1,000 -13%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$1.13M -$132K -911 -12%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$44.6K +309 +5%
JF
99
Jump Financial
Illinois
$981K -$534K -3,700 -39%
Barclays
100
Barclays
United Kingdom
$975K -$221K -1,532 -21%
2 3
4
5 6

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.