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CSW

CSW Industrials
CSW

172 hedge funds and large institutions have $1.26B invested in CSW Industrials in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

47% more capital invested

Capital invested by funds: $855M → $1.26B (+$403M)

10% more funds holding

Funds holding: 157 → 172 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.38% less ownership

Funds ownership: 75.24% → 71.86% (-3.4%)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
38
Reduced
71
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$34.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$22.2M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$9.9M
4
EVM
Eaton Vance Management
Massachusetts
+$5.7M
5
Morgan Stanley
Morgan Stanley
New York
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$15.3M
3
CIP
Champlain Investment Partners
Vermont
-$10.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.44M
5
Goldman Sachs
Goldman Sachs
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$57K – – –
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$51K – – –
BWP
153
Baldwin Wealth Partners
Massachusetts
$41K – – –
Lazard Asset Management
154
Lazard Asset Management
New York
$37K +$33.8K +339 New
FHA
155
First Horizon Advisors
Tennessee
$35K -$4.09K -41 -12%
TRCT
156
Tower Research Capital (TRC)
New York
$32K -$1.32M -13,206 -98%
PCG
157
Private Capital Group
Connecticut
$31K +$3.89K +39 +16%
QT
158
Quantbot Technologies
New York
$21K -$21.1K -211 -52%
PA
159
Parallel Advisors
California
$21K – – –
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$19K +$17.2K +172 New
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$16K -$91.1K -912 -87%
AIM
162
Anchor Investment Management
South Carolina
$11.2K – – –
IA
163
IFP Advisors
Florida
$10K – – –
EI
164
Ellevest Inc
New York
$10K +$9.29K +93 New
LWM
165
Liberty Wealth Management
California
$9K – – –
VAIA
166
Virtus Alternative Investment Advisers
Connecticut
$8K -$7.29K -73 -49%
QCG
167
Quadrant Capital Group
Ohio
$7K – – –
S
168
SignatureFD
Georgia
$6K +$998 +10 +22%
AF
169
Allworth Financial
California
$5K – – –
ABC
170
Associated Banc-Corp
Wisconsin
$2K – – –
PFO
171
Pathstone Family Office
New Jersey
$1K – – –
AIG
172
American International Group
New York
$891 -$22.9K -229 -3%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.71M -35,100 Closed
American Century Companies
174
American Century Companies
Missouri
– -$2.35M -30,421 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$1.42M -18,361 Closed
4 5 6
7
8

CSW Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q4 2020, worth a combined $1.26B — up 47% from $855M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CSW positions and 13 closed out — a net gain of 15 holders — while 38 added to existing stakes and 71 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $34.7M. The largest seller was Wells Fargo, cutting an estimated $16.8M.

  • 172 institutional investors held CSW Industrials (CSW) as of Q4 2020, up from 157 in Q3 2020.
  • Funds reported $1.26B of CSW Industrials stock for Q4 2020, up 47% quarter-over-quarter.
  • 28 funds opened new CSW Industrials positions in Q4 2020 and 13 closed out, a net change of +15 holders.
  • The largest CSW Industrials buyer in Q4 2020 was Mawer Investment Management, an estimated $34.7M added.
  • The largest CSW Industrials seller in Q4 2020 was Wells Fargo, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.