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CSW

CSW Industrials

169 hedge funds and large institutions have $1.55B invested in CSW Industrials in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.26B → $1.55B (+$293M)

1.74% more ownership

Funds ownership: 71.86%73.59% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 172169 (-3)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
151
Old Second National Bank of Aurora
Illinois
$62K
HWMA
152
Heritage Wealth Management (Arizona)
Arizona
$57K +$53.7K +423 New
BWP
153
Baldwin Wealth Partners
Massachusetts
$49K
VI
154
Vestcor Inc
New Brunswick, Canada
$45K -$84.8K -668 -67%
FHA
155
First Horizon Advisors
Tennessee
$42K
PA
156
Parallel Advisors
California
$25K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$24K +$22.2K +175 New
LWM
158
Liberty Wealth Management
California
$9K
QCG
159
Quadrant Capital Group
Ohio
$9K +$761 +6 +10%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$8.38K +66 New
S
161
SignatureFD
Georgia
$7K
IA
162
IFP Advisors
Florida
$6K -$5.96K -47 -52%
AF
163
Allworth Financial
California
$6K
PCG
164
Private Capital Group
Connecticut
$5K -$30.3K -239 -87%
WCM
165
Wealthcare Capital Management
Virginia
$5K +$4.7K +37 New
1WM
166
1900 Wealth Management
Texas
$2.47K +$2.32M +18,272 New
AIG
167
American International Group
New York
$1.08K +$2.67K +21 +0.3%
LC
168
Lindbrook Capital
California
$1K +$635 +5 New
HIM
169
Hillsdale Investment Management
Ontario, Canada
-$4.72M -42,200 Closed
FPA
170
First Pacific Advisors
California
-$4.67M -41,717 Closed
Renaissance Technologies
171
Renaissance Technologies
New York
-$2.62M -23,400 Closed
Norges Bank
172
Norges Bank
Norway
-$2.48M -22,200 Closed
Capital Fund Management (CFM)
173
Capital Fund Management (CFM)
France
-$1.32M -11,832 Closed
ZIM
174
Zacks Investment Management
Illinois
-$964K -8,617 Closed
SO
175
STRS Ohio
Ohio
-$962K -8,600 Closed

CSW Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2021, worth a combined $1.55B — up 23% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSW and 22 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $30.5M. The largest seller was Mawer Investment Management, cutting an estimated $18.1M.

  • 169 institutional investors held CSW Industrials (CSW) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $1.55B of CSW Industrials stock for Q1 2021, up 23% quarter-over-quarter.
  • 22 funds opened new CSW Industrials positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest CSW Industrials buyer in Q1 2021 was Capital International Investors, an estimated $30.5M added.
  • The largest CSW Industrials seller in Q1 2021 was Mawer Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2021.