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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
HVIA
126
Hudson Valley Investment Advisors
New York
$534K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$517K -$7.51K -52 -2%
ECM
128
Evergreen Capital Management
Washington
$508K +$289 +2 +0.1%
KS
129
Karpas Strategies
Connecticut
$499K – – –
NYLIM
130
New York Life Investment Management
New York
$493K -$72.9K -505 -15%
NRD
131
Nebula Research & Development
New York
$488K +$424K +2,937 New
FNC
132
First National Corp
Massachusetts
$473K – – –
CL
133
CIM LLC
New York
$471K -$2.6K -18 -0.6%
QT
134
Quantbot Technologies
New York
$461K +$400K +2,771 New
P
135
Pitcairn
Pennsylvania
$451K +$433 +3 +0.1%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$449K – – –
EGM
137
Engineers Gate Manager
New York
$442K +$384K +2,658 New
AA
138
ALPS Advisors
Colorado
$386K +$2.17K +15 +0.6%
AB
139
Amalgamated Bank
New York
$384K +$34.7K +240 +12%
Franklin Resources
140
Franklin Resources
California
$374K +$11.1K +77 +4%
HI
141
Hendershot Investments
Virginia
$361K – – –
TH
142
TCTC Holdings
Texas
$355K – – –
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$349K +$31.2K +216 +11%
ProShare Advisors
144
ProShare Advisors
Maryland
$333K +$41.2K +285 +17%
GIA
145
GHP Investment Advisors
Colorado
$326K -$7.8K -54 -3%
MBTD
146
Mechanics Bank - Trust Department
California
$319K – – –
PAMS
147
Pictet Asset Management (Switzerland)
Switzerland
$300K -$3.9K -27 -1%
AHC
148
Anderson Hoagland & Co
Missouri
$298K – – –
VF
149
Virtu Financial
New York
$296K +$257K +1,781 New
VI
150
Versor Investments
New York
$294K +$256K +1,771 New
4 5
6
7 8

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.