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CSW

CSW Industrials

371 hedge funds and large institutions have $5.4B invested in CSW Industrials in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $2.51M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

7% more funds holding

Funds holding: 346371 (+25)

10% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 125

3.76% less ownership

Funds ownership: 94.73%90.98% (-3.8%)

7% less capital invested

Capital invested by funds: $5.78B → $5.4B (-$381M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
4.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
64
Increased
137
Reduced
125
Closed
35
Calls
$12.5M
Puts
$2.51M
Net Calls
+$9.95M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
201
Kathleen S. Wright Associates
Pennsylvania
$749K
P
202
Pitcairn
Pennsylvania
$733K -$136K -350 -14%
MBTD
203
Mechanics Bank - Trust Department
California
$677K
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$658K -$281K -722 -28%
FWM
205
Fairhaven Wealth Management
Illinois
$653K -$101K -260 -12%
MWM
206
Marietta Wealth Management
Georgia
$653K +$719K +1,850 New
TH
207
TCTC Holdings
Texas
$650K +$15.9K +41 +2%
VI
208
Versor Investments
New York
$644K +$710K +1,825 New
Osaic Holdings
209
Osaic Holdings
Arizona
$644K -$151K -388 -18%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$638K -$22.2K -57 -3%
DWP
211
Daymark Wealth Partners
Ohio
$636K +$389 +1 +0.1%
FNBOO
212
First National Bank of Omaha
Nebraska
$631K -$394K -1,014 -36%
HFM
213
Harvest Fund Management
China
$631K +$429K +1,104 +161%
Ensign Peak Advisors
214
Ensign Peak Advisors
Utah
$631K +$695K +1,788 New
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$623K +$113K +291 +20%
GWM
216
Gibbs Wealth Management
Georgia
$621K +$108K +277 +19%
XT
217
XTX Topco
Cayman Islands
$614K +$677K +1,740 New
NA
218
Navellier & Associates
Nevada
$612K +$271K +697 +67%
EI
219
Ethic Inc
New York
$612K +$674K +1,734 New
AWM
220
Avior Wealth Management
Nebraska
$607K -$38.1K -98 -5%
SFI
221
Susquehanna Fundamental Investments
Pennsylvania
$607K +$669K +1,720 New
AIP
222
Ameritas Investment Partners
Nebraska
$605K +$26.1K +67 +4%
CCIA
223
Campbell & Co Investment Adviser
Maryland
$591K +$652K +1,676 New
B
224
Bailard
California
$590K -$28.8K -74 -4%
CL
225
CIM LLC
New York
$588K -$49.4K -127 -7%