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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
ProShare Advisors
151
ProShare Advisors
Maryland
$650K +$48.6K +218 +9%
Osaic Holdings
152
Osaic Holdings
Arizona
$642K -$89.6K -402 -13%
P
153
Pitcairn
Pennsylvania
$638K -$18.5K -83 -3%
CAM
154
Cresset Asset Management
Illinois
$620K -$7.36K -33 -1%
CG
155
Cynosure Group
Utah
$619K +$588K +2,640 New
Franklin Resources
156
Franklin Resources
California
$602K -$6.46K -29 -1%
FNC
157
First National Corp
Massachusetts
$590K
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$588K -$30.8K -138 -5%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$566K +$6.02K +27 +1%
VA
160
Vident Advisory
Georgia
$561K +$111K +500 +26%
US Bancorp
161
US Bancorp
Minnesota
$547K +$38.3K +172 +8%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$543K -$583K -2,615 -53%
FNBOO
163
First National Bank of Omaha
Nebraska
$522K -$546K -2,448 -58%
FWM
164
Fairhaven Wealth Management
Illinois
$516K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$504K +$89.6K +402 +23%
TH
166
TCTC Holdings
Texas
$501K
PAS
167
Park Avenue Securities
New York
$478K +$114K +512 +34%
Mariner
168
Mariner
Kansas
$473K +$35.9K +161 +9%
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$471K
MBTD
170
Mechanics Bank - Trust Department
California
$450K
Aviva
171
Aviva
United Kingdom
$425K +$404K +1,812 New
NA
172
Navellier & Associates
Nevada
$416K +$395K +1,772 New
NRD
173
Nebula Research & Development
New York
$412K +$392K +1,758 New
B
174
Bailard
California
$410K
GIA
175
GHP Investment Advisors
Colorado
$408K

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.