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CSW

CSW Industrials

268 hedge funds and large institutions have $3.04B invested in CSW Industrials in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

11% more funds holding

Funds holding: 241268 (+27)

10% more capital invested

Capital invested by funds: $2.78B → $3.04B (+$266M)

2.3% less ownership

Funds ownership: 86.1%83.8% (-2.3%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
+27
Holders Change %
+11.2%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
75
Reduced
93
Closed
21
Calls
$1.97M
Puts
Net Calls
+$1.97M
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
126
Washington Trust Advisors
Massachusetts
$1.01M -$78K -350 -8%
ASRS
127
Arizona State Retirement System
Arizona
$1M -$16K -72 -2%
Millennium Management
128
Millennium Management
New York
$994K +$494K +2,216 +110%
Citadel Advisors
129
Citadel Advisors
Florida
$957K -$620K -2,780 -41%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$922K +$564K +2,530 +181%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$915K +$1.78K +8 +0.2%
HCA
132
Harbor Capital Advisors
Illinois
$903K +$858K +3,851 New
AAM
133
Azzad Asset Management
Virginia
$898K +$13.1K +59 +2%
EGM
134
Engineers Gate Manager
New York
$881K +$837K +3,757 New
Citigroup
135
Citigroup
New York
$856K -$229K -1,029 -22%
Creative Planning
136
Creative Planning
Kansas
$849K +$363K +1,629 +82%
AA
137
ALPS Advisors
Colorado
$831K -$322K -1,445 -29%
ACM
138
Aquatic Capital Management
Illinois
$821K +$513K +2,300 +192%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$790K
GAM
140
Gotham Asset Management
New York
$787K +$52.4K +235 +8%
DTL
141
Dynamic Technology Lab
Singapore
$777K +$738K +3,312 New
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$759K +$392K +1,760 +119%
HVIA
143
Hudson Valley Investment Advisors
New York
$754K
PI
144
PFG Investments
New York
$727K +$691K +3,100 New
ECM
145
Evergreen Capital Management
Washington
$716K
KS
146
Karpas Strategies
Connecticut
$704K
ZIM
147
Zacks Investment Management
Illinois
$704K -$51.3K -230 -7%
BRWA
148
B. Riley Wealth Advisors
Florida
$701K
CL
149
CIM LLC
New York
$672K -$14.7K -66 -2%
GT
150
Glenmede Trust
Pennsylvania
$669K +$191K +858 +43%

CSW Hedge Fund Activity: Q1 2024 in Review

268 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2024, worth a combined $3.04B — up 9.6% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CSW positions and 21 closed out — a net gain of 27 holders — while 75 added to existing stakes and 93 trimmed.

The largest buyer was Capital World Investors, adding an estimated $76M. The largest seller was Morgan Stanley, cutting an estimated $133M.

  • 268 institutional investors held CSW Industrials (CSW) as of Q1 2024, up from 241 in Q4 2023.
  • Funds reported $3.04B of CSW Industrials stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 48 funds opened new CSW Industrials positions in Q1 2024 and 21 closed out, a net change of +27 holders.
  • The largest CSW Industrials buyer in Q1 2024 was Capital World Investors, an estimated $76M added.
  • The largest CSW Industrials seller in Q1 2024 was Morgan Stanley, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2024.