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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
AIM
201
Anchor Investment Management
South Carolina
$294K +$5.57K +25 +2%
SAM
202
Shell Asset Management
Netherlands
$294K -$29.6K -133 -11%
DWM
203
Destination Wealth Management
California
$288K
HighTower Advisors
204
HighTower Advisors
Illinois
$285K +$269K +1,206 New
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$280K -$7.13K -32 -3%
IWC
206
Integrated Wealth Concepts
Massachusetts
$267K
I
207
InceptionR
California
$258K +$245K +1,098 New
CCIA
208
Campbell & Co Investment Adviser
Maryland
$254K +$242K +1,084 New
Walleye Capital
209
Walleye Capital
New York
$236K +$224K +1,005 New
VDI
210
Vaughan David Investments
Illinois
$235K
MC
211
Moors & Cabot
Massachusetts
$235K
SFP
212
Sandbox Financial Partners
Maryland
$235K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$221K +$210K +942 New
X
214
Xponance
Pennsylvania
$221K +$210K +941 New
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$218K +$207K +930 New
HI
216
Hendershot Investments
Virginia
$210K -$285K -1,277 -59%
RJT
217
Raymond James Trust
Florida
$209K +$198K +890 New
KLC
218
Knowledge Leaders Capital
Colorado
$206K -$394K -1,770 -67%
TWA
219
TCI Wealth Advisors
Arizona
$202K +$192K +862 New
Russell Investments Group
220
Russell Investments Group
United Kingdom
$196K +$185K +830 +20,750%
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$190K -$16.7K -75 -8%
Simplex Trading
222
Simplex Trading
Illinois
$178K +$69.5K +312 +69%
SG Americas Securities
223
SG Americas Securities
New York
$148K +$140K +630 New
CT
224
Cambridge Trust
Massachusetts
$141K
AB
225
Amalgamated Bank
New York
$123K -$377K -1,692 -76%

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.