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CSW

CSW Industrials

188 hedge funds and large institutions have $1.51B invested in CSW Industrials in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $1.25B → $1.51B (+$259M)

12% more funds holding

Funds holding: 168188 (+20)

4.23% more ownership

Funds ownership: 77.27%81.5% (+4.2%)

11% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $35K

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
55
Reduced
62
Closed
10
Calls
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
126
Principal Financial Group
Iowa
$251K -$28.1K -230 -10%
CAM
127
Congress Asset Management
Massachusetts
$243K +$248K +2,028 New
CWM
128
Congress Wealth Management
Massachusetts
$243K +$248K +2,028 New
Marshall Wace
129
Marshall Wace
United Kingdom
$240K -$1.24M -10,148 -84%
KSWA
130
Kathleen S. Wright Associates
Pennsylvania
$240K
SAM
131
Shell Asset Management
Netherlands
$237K -$63.7K -521 -21%
AIM
132
Anchor Investment Management
South Carolina
$230K
MBTD
133
Mechanics Bank - Trust Department
California
$230K +$235K +1,920 New
ET
134
Equitable Trust
Tennessee
$230K +$235K +1,921 New
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$228K +$232K +1,900 New
EGM
136
Engineers Gate Manager
New York
$227K +$232K +1,893 New
GIA
137
GHP Investment Advisors
Colorado
$215K -$6.85K -56 -3%
AHC
138
Anderson Hoagland & Co
Missouri
$215K +$219K +1,791 New
B
139
Bailard
California
$209K +$214K +1,746 New
HWMA
140
Heritage Wealth Management (Arizona)
Arizona
$196K +$5.38K +44 +3%
US Bancorp
141
US Bancorp
Minnesota
$169K -$2.33K -19 -1%
Fidelity International
142
Fidelity International
Bermuda
$152K +$88.3K +722 +131%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$144K
AIP
144
Ameritas Investment Partners
Nebraska
$139K
TRCT
145
Tower Research Capital (TRC)
New York
$116K +$979 +8 +0.8%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$111K +$11.3K +92 +11%
TWA
147
TCI Wealth Advisors
Arizona
$103K +$122 +1 +0.1%
Barclays
148
Barclays
United Kingdom
$103K +$12.8K +105 +14%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$11.3K -92 -10%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$89K +$90.5K +740 New