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CSW

CSW Industrials

241 hedge funds and large institutions have $2.78B invested in CSW Industrials in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$554M)

11% more funds holding

Funds holding: 218241 (+23)

4.46% more ownership

Funds ownership: 81.64%86.1% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
79
Reduced
82
Closed
12
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$970K +$771K +4,248 +986%
WTA
127
Washington Trust Advisors
Massachusetts
$964K -$45.3K -250 -5%
ASRS
128
Arizona State Retirement System
Arizona
$901K -$14.3K -79 -2%
FNBOO
129
First National Bank of Omaha
Nebraska
$879K -$146K -803 -16%
BRWA
130
B. Riley Wealth Advisors
Florida
$830K
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$807K -$219K -1,206 -24%
AAM
132
Azzad Asset Management
Virginia
$781K -$264K -1,453 -28%
CWM
133
Congress Wealth Management
Massachusetts
$758K
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$752K +$658K +3,627 New
TPI
135
Trust Point Inc
Wisconsin
$711K +$622K +3,430 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$699K
ZIM
137
Zacks Investment Management
Illinois
$670K -$51.5K -284 -8%
CL
138
CIM LLC
New York
$668K +$17.4K +96 +3%
TRCT
139
Tower Research Capital (TRC)
New York
$665K +$523K +2,882 +892%
HVIA
140
Hudson Valley Investment Advisors
New York
$659K
Osaic Holdings
141
Osaic Holdings
Arizona
$651K -$364K -2,006 -39%
GAM
142
Gotham Asset Management
New York
$647K -$120K -662 -18%
ECM
143
Evergreen Capital Management
Washington
$633K -$363 -2 -0.1%
KS
144
Karpas Strategies
Connecticut
$622K
FNC
145
First National Corp
Massachusetts
$590K
P
146
Pitcairn
Pennsylvania
$582K -$8.89K -49 -2%
DT
147
Diversified Trust
Tennessee
$560K -$132K -725 -21%
CAM
148
Cresset Asset Management
Illinois
$555K -$5.8K -32 -1%
KLC
149
Knowledge Leaders Capital
Colorado
$549K -$43.2K -238 -8%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$548K +$136K +752 +40%