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CSW

CSW Industrials

172 hedge funds and large institutions have $1.26B invested in CSW Industrials in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

47% more capital invested

Capital invested by funds: $855M → $1.26B (+$403M)

10% more funds holding

Funds holding: 157172 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.38% less ownership

Funds ownership: 75.24%71.86% (-3.4%)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
38
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$137M -$16.8M -168,369 -12%
BlackRock
2
BlackRock
New York
$110M +$737K +7,383 +0.8%
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$86.3M +$34.7M +347,230 +82%
Vanguard Group
4
Vanguard Group
Pennsylvania
$83M +$986K +9,875 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$74M +$618K +6,185 +0.9%
First Manhattan
6
First Manhattan
New York
$66.9M -$1.93M -19,290 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$66.4M +$22.2M +222,093 +60%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$58.8M -$15.3M -153,450 -23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.1M -$250K -2,507 -0.6%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$41.1M +$9.9M +99,184 +37%
CIP
11
Champlain Investment Partners
Vermont
$40.6M -$10.9M -109,385 -23%
EVM
12
Eaton Vance Management
Massachusetts
$35.1M +$5.7M +57,086 +22%
State Street
13
State Street
Massachusetts
$32.3M -$317K -3,174 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$24.1M +$960K +9,617 +5%
Northern Trust
15
Northern Trust
Illinois
$19.2M -$434K -4,349 -2%
N
16
Nuveen
North Carolina
$18.3M -$1.09M -10,948 -6%
TCM
17
Tributary Capital Management
Nebraska
$17M -$750K -7,509 -5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$15.5M -$1.51M -15,152 -10%
PAIM
19
Punch & Associates Investment Management
Minnesota
$12.8M -$224K -2,245 -2%
MPIA
20
Mountain Pacific Investment Advisers
Idaho
$12.3M +$30.9K +309 +0.3%
PI
21
Putnam Investments
Massachusetts
$12.1M -$64.8K -649 -0.6%
ZIG
22
Zuckerman Investment Group
Illinois
$12.1M -$3.01M -30,151 -22%
JP Morgan Chase
23
JP Morgan Chase
New York
$10.8M +$2.33M +23,347 +32%
Charles Schwab
24
Charles Schwab
California
$10.2M +$147K +1,477 +2%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$9.25M -$397K -3,980 -5%

CSW Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q4 2020, worth a combined $1.26B — up 47% from $855M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CSW positions and 13 closed out — a net gain of 15 holders — while 38 added to existing stakes and 71 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $34.7M. The largest seller was Wells Fargo, cutting an estimated $16.8M.

  • 172 institutional investors held CSW Industrials (CSW) as of Q4 2020, up from 157 in Q3 2020.
  • Funds reported $1.26B of CSW Industrials stock for Q4 2020, up 47% quarter-over-quarter.
  • 28 funds opened new CSW Industrials positions in Q4 2020 and 13 closed out, a net change of +15 holders.
  • The largest CSW Industrials buyer in Q4 2020 was Mawer Investment Management, an estimated $34.7M added.
  • The largest CSW Industrials seller in Q4 2020 was Wells Fargo, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.