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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
WKWM
101
Walter & Keenan Wealth Management
Indiana
$1.88M
MIM
102
MetLife Investment Management
New Jersey
$1.86M -$41.7K -187 -2%
PC
103
Port Capital
Illinois
$1.83M
Brown Advisory
104
Brown Advisory
Maryland
$1.83M
SC
105
Saturna Capital
Washington
$1.79M
OAM
106
Oppenheimer Asset Management
New York
$1.78M -$159K -713 -9%
AIG
107
American International Group
New York
$1.78M -$14.5K -65 -0.8%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$1.75M +$1.66M +7,440 New
Canada Life
109
Canada Life
Manitoba, Canada
$1.72M +$1.2M +5,372 +272%
GWI
110
Grace & White Inc
New York
$1.55M
Connor, Clark & Lunn Investment Management (CC&L)
111
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M +$1.46M +6,567 New
Principal Financial Group
112
Principal Financial Group
Iowa
$1.53M +$152K +683 +12%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$1.48M -$1.78K -8 -0.1%
TC
114
TwinBeech Capital
New York
$1.44M +$1.37M +6,125 New
AQR Capital Management
115
AQR Capital Management
Connecticut
$1.42M -$30.8K -138 -2%
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.37M -$60.2K -270 -4%
American Century Companies
117
American Century Companies
Missouri
$1.31M -$1.72M -7,712 -58%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$1.26M
AC
119
Annandale Capital
Texas
$1.25M
CC
120
Cadinha & Co
Hawaii
$1.22M
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.18M -$255K -1,143 -19%
G
122
GenTrust
Florida
$1.17M
Select Equity Group
123
Select Equity Group
New York
$1.16M -$4.23K -19 -0.4%
SO
124
STRS Ohio
Ohio
$1.13M -$201K -900 -16%
TPI
125
Trust Point Inc
Wisconsin
$1.05M +$234K +1,048 +31%

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.