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CSW

CSW Industrials

168 hedge funds and large institutions have $1.25B invested in CSW Industrials in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more funds holding

Funds holding: 160168 (+8)

0.14% less ownership

Funds ownership: 77.4%77.27% (-0.14%)

13% less capital invested

Capital invested by funds: $1.44B → $1.25B (-$189M)

25% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 57

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
151
Edmond de Rothschild Holding
Switzerland
$6K -$2.88K -27 -30%
S
152
SignatureFD
Georgia
$5K +$320 +3 +6%
Bessemer Group
153
Bessemer Group
New Jersey
$5K +$4.8K +45 New
AF
154
Allworth Financial
California
$4K
PTC
155
Private Trust Company
Ohio
$4K +$4.48K +42 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$3K -$7.46K -70 -70%
PCG
157
Private Capital Group
Connecticut
$3K
BCWM
158
Bartlett & Co Wealth Management
Ohio
$2.47K +$2.56K +24 New
EWA
159
EverSource Wealth Advisors
Alabama
$2K +$1.6K +15 New
BC
160
Bartlett & Co
Ohio
$2K +$2.56K +24 New
IA
161
IFP Advisors
Florida
$1K
SC
162
Schubert & Co
Texas
$1K +$213 +2 +50%
JWA
163
JFS Wealth Advisors
Pennsylvania
$1K +$533 +5 +63%
BRWM
164
B. Riley Wealth Management
Tennessee
$412
AWA
165
Aaron Wealth Advisors
Illinois
-$251K -29,515 Closed
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
-$991K -8,429 Closed
PAM
167
Paradigm Asset Management
New York
-$459K -3,900 Closed
ProShare Advisors
168
ProShare Advisors
Maryland
-$331K -2,814 Closed
DTL
169
Dynamic Technology Lab
Singapore
-$300K -2,553 Closed
Squarepoint
170
Squarepoint
New York
-$269K -2,287 Closed
AFS
171
Annapolis Financial Services
Maryland
-$265K -2,250 Closed
Prudential Financial
172
Prudential Financial
New Jersey
-$262K -2,226 Closed
WHG
173
Westwood Holdings Group
Texas
-$239K -2,034 Closed
MBTD
174
Mechanics Bank - Trust Department
California
-$226K -1,920 Closed
AWM
175
AE Wealth Management
Kansas
-$226K -1,918 Closed