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CSW

CSW Industrials

189 hedge funds and large institutions have $1.38B invested in CSW Industrials in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 188189 (+1)

1.78% less ownership

Funds ownership: 81.5%79.72% (-1.8%)

8% less capital invested

Capital invested by funds: $1.51B → $1.38B (-$123M)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $34K

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
54
Reduced
62
Closed
21
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$3K
BIA
177
Bell Investment Advisors
California
$1.85K +$1.91K +16 New
EWA
178
EverSource Wealth Advisors
Alabama
$1.74K
JWA
179
JFS Wealth Advisors
Pennsylvania
$1.27K -$239 -2 -15%
CFGS
180
Concourse Financial Group Securities
Alabama
$1.16K +$239 +2 +25%
IA
181
IFP Advisors
Florida
$1K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$1K
SC
183
Schubert & Co
Texas
$927 -$120 -1 -11%
EI
184
Ellevest Inc
New York
$464 -$2.03K -17 -81%
SIC
185
SJS Investment Consulting
Ohio
$348 +$120 +1 +50%
AF
186
Advisornet Financial
Minnesota
$348 +$359 +3 New
DI
187
Disciplined Investments
Oklahoma
$232
HNB
188
Huntington National Bank
Ohio
$116 -$1.44K -12 -92%
CCM
189
CAAS Capital Management
New York
-$4.05M -33,842 Closed
EGI
190
EAM Global Investors
California
-$1.75M -14,599 Closed
EI
191
EAM Investors
California
-$1.19M -9,958 Closed
SEI Investments
192
SEI Investments
Pennsylvania
-$980K -8,182 Closed
Jane Street
193
Jane Street
New York
-$639K -5,338 Closed
MAM
194
Martingale Asset Management
Massachusetts
-$516K -4,303 Closed
HF
195
HRT Financial
New York
-$358K -2,990 Closed
CAM
196
Congress Asset Management
Massachusetts
-$243K -2,028 Closed
CWM
197
Congress Wealth Management
Massachusetts
-$243K -2,028 Closed
ET
198
Equitable Trust
Tennessee
-$230K -1,921 Closed
EGM
199
Engineers Gate Manager
New York
-$227K -1,893 Closed
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
-$89K -740 Closed

CSW Hedge Fund Activity: Q4 2022 in Review

189 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q4 2022, worth a combined $1.38B — down 8.2% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CSW positions and 21 closed out — a net gain of 3 holders — while 54 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.1M. The largest seller was Janus Henderson Group, cutting an estimated $38.2M.

  • 189 institutional investors held CSW Industrials (CSW) as of Q4 2022, up from 188 in Q3 2022.
  • Funds reported $1.38B of CSW Industrials stock for Q4 2022, down 8.2% quarter-over-quarter.
  • 24 funds opened new CSW Industrials positions in Q4 2022 and 21 closed out, a net change of +3 holders.
  • The largest CSW Industrials buyer in Q4 2022 was Morgan Stanley, an estimated $52.1M added.
  • The largest CSW Industrials seller in Q4 2022 was Janus Henderson Group, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2022.