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CSW

CSW Industrials

218 hedge funds and large institutions have $2.22B invested in CSW Industrials in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

7% more capital invested

Capital invested by funds: $2.08B → $2.22B (+$141M)

5% more funds holding

Funds holding: 207218 (+11)

0.83% more ownership

Funds ownership: 80.8%81.64% (+0.83%)

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
73
Reduced
62
Closed
18
Calls
$613K
Puts
Net Calls
+$613K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Congress Wealth Management
Massachusetts
$641K -$2.65K -15 -0.4%
ZIM
127
Zacks Investment Management
Illinois
$616K -$47.6K -269 -7%
DT
128
Diversified Trust
Tennessee
$600K -$111K -625 -15%
RJA
129
Raymond James & Associates
Florida
$596K +$20.7K +117 +4%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$590K +$118K +669 +25%
HVIA
131
Hudson Valley Investment Advisors
New York
$563K
ECM
132
Evergreen Capital Management
Washington
$536K
KS
133
Karpas Strategies
Connecticut
$526K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$515K -$30.3K -171 -5%
KLC
135
Knowledge Leaders Capital
Colorado
$505K +$510K +2,884 New
P
136
Pitcairn
Pennsylvania
$500K +$24.9K +141 +5%
FNC
137
First National Corp
Massachusetts
$499K
CL
138
CIM LLC
New York
$497K -$177 -1 -0%
CAM
139
Cresset Asset Management
Illinois
$474K +$479K +2,707 New
NYLIM
140
New York Life Investment Management
New York
$449K -$71.5K -404 -14%
Franklin Resources
141
Franklin Resources
California
$427K +$32.7K +185 +8%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$418K +$209K +1,180 +98%
HF
143
HRT Financial
New York
$416K +$420K +2,375 New
AB
144
Amalgamated Bank
New York
$410K +$4.95K +28 +1%
EGM
145
Engineers Gate Manager
New York
$396K -$70.9K -401 -15%
DFCM
146
Dark Forest Capital Management
Puerto Rico
$395K +$399K +2,253 New
Jane Street
147
Jane Street
New York
$393K -$278K -1,570 -41%
PTC
148
Petrus Trust Company
Texas
$390K +$394K +2,225 New
HI
149
Hendershot Investments
Virginia
$381K
Millennium Management
150
Millennium Management
New York
$381K -$6.27M -35,446 -94%