CSW

CSW Industrials, Inc.
CSW

Overview Fund Activity

218 hedge funds and large institutions have $2.22B invested in CSW Industrials, Inc. in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
73
Reduced
62
Closed
18
Calls
$613K
Puts
–
Net Calls
+$613K
Net Calls Change
-$151K

Top Buyers

1
WA
Wasatch Advisors
Utah
$88.4M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$38.5M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.51M
4
SEI Investments
SEI Investments
Pennsylvania
$7.52M
5
GLA
Great Lakes Advisors
Illinois
$4.84M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$152M
2
CIP
Champlain Investment Partners
Vermont
$96.8M
3
Morgan Stanley
Morgan Stanley
New York
$99.1M
4
RHJA
Rice Hall James & Associates
California
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$7.89K +$7.89K +45 New
PTC
202
Private Trust Company
Ohio
$7.71K – – –
AF
203
Allworth Financial
California
$7.69K – – –
FFA
204
Farther Finance Advisors
California
$6.31K – – –
HIM
205
Hillsdale Investment Management
Ontario, Canada
$5.26K +$876 +5 +20%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
IA
207
IFP Advisors
Florida
$3.33K – – –
KFP
208
KB Financial Partners
New Jersey
$3K – – –
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$2.98K +$2.98K +17 New
EWA
210
EverSource Wealth Advisors
Alabama
$2.63K – – –
BIA
211
Bell Investment Advisors
California
$2.1K +$526 +3 +33%
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.75K – – –
CFGS
213
Concourse Financial Group Securities
Alabama
$1.75K – – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$1.75K – – –
SFG
215
Steward Financial Group
Texas
$1K +$1K +11 New
SIC
216
SJS Investment Consulting
Ohio
$701 +$175 +1 +33%
AF
217
Advisornet Financial
Minnesota
$526 – – –
CWC
218
Carolinas Wealth Consulting
North Carolina
$419 +$419 +2 New
RHJA
219
Rice Hall James & Associates
California
– -$8.4M -50,545 Closed
Norges Bank
220
Norges Bank
Norway
– -$1.96M -11,800 Closed
Citadel Advisors
221
Citadel Advisors
Florida
– -$1.78M -10,699 Closed
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
– -$1.17M -7,056 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.16M -7,000 Closed
Marshall Wace
224
Marshall Wace
United Kingdom
– -$831K -5,000 Closed
EA
225
Ellsworth Advisors
Ohio
– -$681K -4,096 Closed
6 7 8
9
10