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CSW

CSW Industrials

169 hedge funds and large institutions have $1.55B invested in CSW Industrials in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.26B → $1.55B (+$293M)

1.74% more ownership

Funds ownership: 71.86%73.59% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 172169 (-3)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
GHP Investment Advisors
Colorado
$250K
TRCT
127
Tower Research Capital (TRC)
New York
$237K +$186K +1,465 +507%
DT
128
Diversified Trust
Tennessee
$236K +$221K +1,745 New
B
129
Bailard
California
$236K +$222K +1,746 New
Prudential Financial
130
Prudential Financial
New Jersey
$236K +$222K +1,748 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$232K +$218K +1,716 New
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$225K +$211K +1,664 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$222K +$209K +1,648 New
MAA
134
Mraz Amerine & Associates
California
$216K -$152K -1,200 -43%
PAM
135
Panagora Asset Management
Massachusetts
$207K
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$204K +$174K +1,374 +968%
US Bancorp
137
US Bancorp
Minnesota
$194K -$40.5K -319 -18%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$190K -$33.9K -267 -16%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$163K
AIP
140
Ameritas Investment Partners
Nebraska
$158K
Citigroup
141
Citigroup
New York
$146K -$776K -6,114 -85%
Canada Life
142
Canada Life
Manitoba, Canada
$133K
AIM
143
Anchor Investment Management
South Carolina
$124K +$103K +815 +815%
TWA
144
TCI Wealth Advisors
Arizona
$113K +$2.54K +20 +2%
PGAM
145
Princeton Global Asset Management
New Jersey
$108K
MDCM
146
Morgan Dempsey Capital Management
Wisconsin
$94K +$6.34K +50 +8%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$79K
Macquarie Group
148
Macquarie Group
Australia
$74K -$41.5K -327 -37%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$72K +$2.92K +23 +4%
EI
150
Ellevest Inc
New York
$65K +$49.7K +392 +422%

CSW Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2021, worth a combined $1.55B — up 23% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSW and 22 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $30.5M. The largest seller was Mawer Investment Management, cutting an estimated $18.1M.

  • 169 institutional investors held CSW Industrials (CSW) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $1.55B of CSW Industrials stock for Q1 2021, up 23% quarter-over-quarter.
  • 22 funds opened new CSW Industrials positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest CSW Industrials buyer in Q1 2021 was Capital International Investors, an estimated $30.5M added.
  • The largest CSW Industrials seller in Q1 2021 was Mawer Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2021.