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CSW

CSW Industrials

207 hedge funds and large institutions have $2.08B invested in CSW Industrials in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 51

20% more capital invested

Capital invested by funds: $1.74B → $2.08B (+$347M)

7% more funds holding

Funds holding: 194207 (+13)

0.1% more ownership

Funds ownership: 80.7%80.8% (+0.1%)

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
85
Reduced
51
Closed
11
Calls
$764K
Puts
Net Calls
+$764K
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Aquatic Capital Management
Illinois
$66K +$57.8K +400 New
HDIM
177
Hanson & Doremus Investment Management
Vermont
$65K +$56.2K +389 New
BWP
178
Baldwin Wealth Partners
Massachusetts
$60.2K
NA
179
NewEdge Advisors
Louisiana
$57.7K +$3.61K +25 +8%
SOW
180
State of Wyoming
Wyoming
$53.8K +$15.6K +108 +50%
UB
181
UMB Bank
Missouri
$53.3K
FHA
182
First Horizon Advisors
Tennessee
$52.3K
TRCT
183
Tower Research Capital (TRC)
New York
$43.4K -$28.4K -197 -43%
WTA
184
Washington Trust Advisors
Massachusetts
$33.2K -$51.3K -355 -64%
SO
185
STRS Ohio
Ohio
$33K +$28.9K +200 New
PA
186
Parallel Advisors
California
$30.9K
CIM
187
Contravisory Investment Management
Massachusetts
$17.6K +$15.3K +106 New
S
188
SignatureFD
Georgia
$14.1K
QCG
189
Quadrant Capital Group
Ohio
$12.1K +$2.02K +14 +24%
ME
190
McIlrath & Eck
Washington
$9.14K
PTC
191
Private Trust Company
Ohio
$7.31K +$289 +2 +5%
AF
192
Allworth Financial
California
$7.29K
GA
193
GoalVest Advisory
New York
$6.48K +$5.63K +39 New
FFA
194
Farther Finance Advisors
California
$5.98K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$5K
HIM
196
Hillsdale Investment Management
Ontario, Canada
$4.16K -$877K -6,075 -100%
HNB
197
Huntington National Bank
Ohio
$3.66K +$3.03K +21 +2,100%
IA
198
IFP Advisors
Florida
$3.16K
KFP
199
KB Financial Partners
New Jersey
$3K +$2.46K +17 New
EWA
200
EverSource Wealth Advisors
Alabama
$2.49K

CSW Hedge Fund Activity: Q2 2023 in Review

207 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q2 2023, worth a combined $2.08B — up 20% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CSW positions and 11 closed out — a net gain of 13 holders — while 85 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Allspring Global Investments, cutting an estimated $25.3M.

  • 207 institutional investors held CSW Industrials (CSW) as of Q2 2023, up from 194 in Q1 2023.
  • Funds reported $2.08B of CSW Industrials stock for Q2 2023, up 20% quarter-over-quarter.
  • 24 funds opened new CSW Industrials positions in Q2 2023 and 11 closed out, a net change of +13 holders.
  • The largest CSW Industrials buyer in Q2 2023 was Morgan Stanley, an estimated $26.8M added.
  • The largest CSW Industrials seller in Q2 2023 was Allspring Global Investments, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2023.