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CSW

CSW Industrials
CSW

172 hedge funds and large institutions have $1.26B invested in CSW Industrials in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

47% more capital invested

Capital invested by funds: $855M → $1.26B (+$403M)

10% more funds holding

Funds holding: 157 → 172 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.38% less ownership

Funds ownership: 75.24% → 71.86% (-3.4%)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
38
Reduced
71
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$34.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$22.2M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$9.9M
4
EVM
Eaton Vance Management
Massachusetts
+$5.7M
5
Morgan Stanley
Morgan Stanley
New York
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$15.3M
3
CIP
Champlain Investment Partners
Vermont
-$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.44M
5
Goldman Sachs
Goldman Sachs
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
126
Mraz Amerine & Associates
California
$313K – – –
EA
127
Ellsworth Advisors
Ohio
$289K +$258K +2,586 New
CL
128
CIM LLC
New York
$278K -$499 -5 -0.2%
VHAM
129
Van Hulzen Asset Management
California
$257K +$230K +2,300 New
AFS
130
Annapolis Financial Services
Maryland
$252K +$225K +2,250 New
Legal & General Group
131
Legal & General Group
United Kingdom
$247K -$4.99K -50 -2%
TH
132
TCTC Holdings
Texas
$239K – – –
AB
133
Amalgamated Bank
New York
$239K +$214K +2,140 New
SAM
134
Sawgrass Asset Management
Florida
$225K +$201K +2,010 New
MBTD
135
Mechanics Bank - Trust Department
California
$215K +$192K +1,920 New
GIA
136
GHP Investment Advisors
Colorado
$207K +$185K +1,850 New
US Bancorp
137
US Bancorp
Minnesota
$197K -$9.09K -91 -5%
WT
138
Washington Trust
Rhode Island
$191K +$170K +1,705 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$187K +$12K +120 +8%
PAM
140
Panagora Asset Management
Massachusetts
$171K -$629K -6,303 -80%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$135K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$131K – – –
VI
143
Vestcor Inc
New Brunswick, Canada
$112K +$99.8K +1,000 New
Canada Life
144
Canada Life
Manitoba, Canada
$111K – – –
SG Americas Securities
145
SG Americas Securities
New York
$101K +$89.8K +899 New
Macquarie Group
146
Macquarie Group
Australia
$98K – – –
TWA
147
TCI Wealth Advisors
Arizona
$91K – – –
PGAM
148
Princeton Global Asset Management
New Jersey
$90K – – –
MDCM
149
Morgan Dempsey Capital Management
Wisconsin
$72K -$4.99K -50 -7%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$65K +$58.4K +585 New
4 5
6
7 8

CSW Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q4 2020, worth a combined $1.26B — up 47% from $855M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CSW positions and 13 closed out — a net gain of 15 holders — while 38 added to existing stakes and 71 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $34.7M. The largest seller was Wells Fargo, cutting an estimated $16.8M.

  • 172 institutional investors held CSW Industrials (CSW) as of Q4 2020, up from 157 in Q3 2020.
  • Funds reported $1.26B of CSW Industrials stock for Q4 2020, up 47% quarter-over-quarter.
  • 28 funds opened new CSW Industrials positions in Q4 2020 and 13 closed out, a net change of +15 holders.
  • The largest CSW Industrials buyer in Q4 2020 was Mawer Investment Management, an estimated $34.7M added.
  • The largest CSW Industrials seller in Q4 2020 was Wells Fargo, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.