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CSW

CSW Industrials

165 hedge funds and large institutions have $762M invested in CSW Industrials in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $709M → $762M (+$53.1M)

2.84% more ownership

Funds ownership: 72.29%75.13% (+2.8%)

2% more funds holding

Funds holding: 162165 (+3)

41% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 70

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
151
Baldwin Wealth Partners
Massachusetts
$25K -$60.7K -900 -71%
FHA
152
First Horizon Advisors
Tennessee
$24K
PCG
153
Private Capital Group
Connecticut
$22K +$1.96K +29 +10%
PCM
154
Prelude Capital Management
New York
$15K -$13.5K -200 -49%
CSC
155
Cove Street Capital
California
$14K -$4.84M -71,700 -100%
VAIA
156
Virtus Alternative Investment Advisers
Connecticut
$12K -$11.3K -167 -48%
PA
157
Parallel Advisors
California
$12K
QI
158
QS Investors
New York
$7K
IA
159
IFP Advisors
Florida
$6K -$135 -2 -2%
LWM
160
Liberty Wealth Management
California
$5K
AF
161
Allworth Financial
California
$3K
QCG
162
Quadrant Capital Group
Ohio
$3K
S
163
SignatureFD
Georgia
$2K
ABC
164
Associated Banc-Corp
Wisconsin
$1K +$1.42K +21 New
WT
165
Whittier Trust
California
-$2.08M -32,000 Closed
MSL
166
Mackay Shields LLC
New York
-$1.89M -29,100 Closed
PG
167
Pendal Group
Australia
-$760K -11,714 Closed
Principal Financial Group
168
Principal Financial Group
Iowa
-$628K -9,691 Closed
MERSOM
169
Municipal Employees' Retirement System of Michigan
Michigan
-$509K -7,850 Closed
SRAM
170
Stone Ridge Asset Management
New York
-$409K -6,308 Closed
G
171
GenTrust
Florida
-$324K -5,000 Closed
Prudential Financial
172
Prudential Financial
New Jersey
-$306K -4,720 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
-$300K -4,623 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
174
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$279K -4,300 Closed
AA
175
ALPS Advisors
Colorado
-$204K -3,153 Closed