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CSW

CSW Industrials

241 hedge funds and large institutions have $2.78B invested in CSW Industrials in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$554M)

11% more funds holding

Funds holding: 218241 (+23)

4.46% more ownership

Funds ownership: 81.64%86.1% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
241
Holders Change
+23
Holders Change %
+10.55%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
79
Reduced
82
Closed
12
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$237M +$16.5M +91,065 +9%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$236M -$18.1M -100,023 -8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$229M -$250K -1,377 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$228M +$96.8M +533,632 +94%
Vanguard Group
5
Vanguard Group
Pennsylvania
$181M +$3.35M +18,481 +2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$155M -$22.1M -121,890 -14%
WA
7
Wasatch Advisors
Utah
$123M +$15.7M +86,427 +17%
First Manhattan
8
First Manhattan
New York
$98.9M -$1.77M -9,780 -2%
CIP
9
Champlain Investment Partners
Vermont
$86.8M -$24.3M -133,815 -24%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$86.7M +$83.4K +460 +0.1%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$82.7M +$32.5M +178,962 +81%
Capital International Investors
12
Capital International Investors
California
$72.7M
State Street
13
State Street
Massachusetts
$70.5M +$3.65M +20,135 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$70.1M +$2.97M +16,375 +5%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$59.5M -$2.79M -15,397 -5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$42.3M -$971K -5,354 -3%
Northern Trust
17
Northern Trust
Illinois
$39M -$715K -3,944 -2%
Charles Schwab
18
Charles Schwab
California
$29.8M +$116K +640 +0.4%
MPIA
19
Mountain Pacific Investment Advisers
Idaho
$26.3M +$32.8K +181 +0.1%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$25M -$669K -3,687 -3%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$24.1M -$3.79M -20,900 -15%
Bank of America
22
Bank of America
North Carolina
$22.3M -$858K -4,730 -4%
TCM
23
Tributary Capital Management
Nebraska
$22.1M -$3.47M -19,134 -15%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$21.2M -$5.69M -31,341 -23%
N
25
Nuveen
North Carolina
$19.9M +$159K +879 +0.9%