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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
VHAM
101
Van Hulzen Asset Management
California
$974K +$136K +943 +19%
TI
102
Trexquant Investment
Connecticut
$957K +$456K +3,159 +121%
CG
103
Colony Group
Massachusetts
$902K – – –
CC
104
Cadinha & Co
Hawaii
$900K – – –
AC
105
Annandale Capital
Texas
$886K – – –
FNBOO
106
First National Bank of Omaha
Nebraska
$854K – – –
AAM
107
Azzad Asset Management
Virginia
$849K +$13.1K +91 +2%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$843K +$732K +5,071 New
G
109
GenTrust
Florida
$831K – – –
Marshall Wace
110
Marshall Wace
United Kingdom
$831K +$722K +5,000 New
LPL Financial
111
LPL Financial
California
$736K +$11.8K +82 +2%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$728K +$632K +4,380 New
ASRS
113
Arizona State Retirement System
Arizona
$722K +$12.6K +87 +2%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$688K +$866 +6 +0.1%
EA
115
Ellsworth Advisors
Ohio
$681K +$9.53K +66 +2%
DT
116
Diversified Trust
Tennessee
$673K -$65K -450 -10%
FWM
117
Fairhaven Wealth Management
Illinois
$651K +$566K +3,920 New
Jane Street
118
Jane Street
New York
$634K +$148K +1,025 +37%
ZIM
119
Zacks Investment Management
Illinois
$629K -$3.9K -27 -0.7%
Victory Capital Management
120
Victory Capital Management
Texas
$622K -$243K -1,683 -31%
CAM
121
Congress Asset Management
Massachusetts
$610K -$578 -4 -0.1%
CWM
122
Congress Wealth Management
Massachusetts
$610K -$578 -4 -0.1%
Principal Financial Group
123
Principal Financial Group
Iowa
$605K +$293K +2,028 +126%
Bessemer Group
124
Bessemer Group
New Jersey
$585K +$508K +3,520 New
RJA
125
Raymond James & Associates
Florida
$546K +$264K +1,825 +125%
3 4
5
6 7

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.