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CSW

CSW Industrials

169 hedge funds and large institutions have $1.55B invested in CSW Industrials in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.26B → $1.55B (+$293M)

1.74% more ownership

Funds ownership: 71.86%73.59% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 172169 (-3)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
52
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$157M -$8.02M -63,196 -5%
BlackRock
2
BlackRock
New York
$136M +$3.02M +23,785 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$120M +$29M +228,559 +35%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$106M +$24.5M +193,137 +33%
Vanguard Group
5
Vanguard Group
Pennsylvania
$102M +$1.56M +12,305 +2%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$84.8M -$18.1M -142,708 -19%
First Manhattan
7
First Manhattan
New York
$79.6M -$1.03M -8,143 -1%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$64.6M -$5.89M -46,388 -9%
CI Investments Inc
9
CI Investments Inc
Ontario, Canada
$59.3M +$9.07M +71,452 +19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.1M -$2.77M -21,794 -5%
EVM
11
Eaton Vance Management
Massachusetts
$54.5M +$11.4M +90,034 +29%
CIP
12
Champlain Investment Partners
Vermont
$50.3M +$1.31M +10,340 +3%
State Street
13
State Street
Massachusetts
$37.6M -$1.28M -10,051 -3%
Capital International Investors
14
Capital International Investors
California
$32.5M +$30.5M +240,607 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$31.5M +$2.22M +17,530 +8%
Northern Trust
16
Northern Trust
Illinois
$21.7M -$1.39M -10,946 -6%
N
17
Nuveen
North Carolina
$20.8M -$1.17M -9,244 -6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$17.2M -$1.4M -11,033 -8%
TCM
19
Tributary Capital Management
Nebraska
$16.2M -$4.02M -31,650 -21%
MPIA
20
Mountain Pacific Investment Advisers
Idaho
$14.9M +$34.6K +273 +0.2%
ZIG
21
Zuckerman Investment Group
Illinois
$14.5M -$34K -268 -0.2%
Charles Schwab
22
Charles Schwab
California
$13.1M +$785K +6,184 +7%
Bank of America
23
Bank of America
North Carolina
$12.8M +$3.81M +30,042 +46%
PAIM
24
Punch & Associates Investment Management
Minnesota
$12.5M -$2.71M -21,356 -19%
BFA
25
Bragg Financial Advisors
North Carolina
$12.4M +$4.11M +32,386 +55%

CSW Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSW Industrials (CSW) for Q1 2021, worth a combined $1.55B — up 23% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSW and 22 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $30.5M. The largest seller was Mawer Investment Management, cutting an estimated $18.1M.

  • 169 institutional investors held CSW Industrials (CSW) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $1.55B of CSW Industrials stock for Q1 2021, up 23% quarter-over-quarter.
  • 22 funds opened new CSW Industrials positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest CSW Industrials buyer in Q1 2021 was Capital International Investors, an estimated $30.5M added.
  • The largest CSW Industrials seller in Q1 2021 was Mawer Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2021.