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CSW

CSW Industrials
CSW

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: 194 → 207 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.8M
2
BlackRock
BlackRock
New York
+$7.23M
3
Millennium Management
Millennium Management
New York
+$2.57M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.49M
5
Invesco
Invesco
Georgia
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$25.3M
2
CIP
Champlain Investment Partners
Vermont
-$13.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.07M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$1.66K – – –
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$1.66K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$1.66K – – –
BIA
204
Bell Investment Advisors
California
$1.5K -$433 -3 -25%
SIC
205
SJS Investment Consulting
Ohio
$499 -$144 -1 -25%
AF
206
Advisornet Financial
Minnesota
$499 – – –
DI
207
Disciplined Investments
Oklahoma
$332 – – –
Axa
208
Axa
France
– -$1.39M -10,000 Closed
Wellington Management Group
209
Wellington Management Group
Massachusetts
– -$997K -7,176 Closed
SG Americas Securities
210
SG Americas Securities
New York
– -$958K -6,895 Closed
ECM
211
ExodusPoint Capital Management
New York
– -$528K -3,802 Closed
YIH
212
Y-Intercept (HK)
Hong Kong
– -$361K -2,597 Closed
AIM
213
Aigen Investment Management
New York
– -$201K -1,446 Closed
PMEF
214
Point72 Middle East FZE
United Arab Emirates
– -$178K -1,280 Closed
TWA
215
TCI Wealth Advisors
Arizona
– -$120K -862 Closed
EI
216
Ellevest Inc
New York
– -$6.11K -44 Closed
SC
217
Schubert & Co
Texas
– -$1.11K -8 Closed
Creative Planning
218
Creative Planning
Kansas
– -$278 -2 Closed
5 6 7 8
9

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.