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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
BlackRock
1
BlackRock
New York
$919M +$35M +90,123 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$654M +$11.5M +29,488 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$234M -$101M -260,755 -28%
State Street
4
State Street
Massachusetts
$229M +$13.8M +35,379 +6%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$203M -$1.18M -3,045 -0.5%
Capital World Investors
6
Capital World Investors
California
$196M -$14.1M -36,331 -6%
WA
7
Wasatch Advisors
Utah
$151M -$4.23M -10,879 -2%
Morgan Stanley
8
Morgan Stanley
New York
$140M -$49.9M -128,199 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$139M +$1.91M +4,899 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$113M -$13.4M -34,352 -10%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$108M -$19M -48,771 -14%
First Manhattan
12
First Manhattan
New York
$105M -$28.2M -72,459 -20%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$83M -$2.36M -6,081 -3%
Capital International Investors
14
Capital International Investors
California
$82.7M -$7.57M -19,456 -8%
Northern Trust
15
Northern Trust
Illinois
$76.8M +$4.46M +11,465 +6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$73.1M +$257K +661 +0.3%
CAM
17
Congress Asset Management
Massachusetts
$72.7M +$989K +2,544 +1%
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$65.4M -$32.9M -84,577 -31%
Capital Research Global Investors
19
Capital Research Global Investors
California
$63.7M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$61.9M -$7.43M -19,098 -10%
Charles Schwab
21
Charles Schwab
California
$61.8M +$2.63M +6,762 +4%
Norges Bank
22
Norges Bank
Norway
$59.3M -$10.6M -27,241 -14%
Goldman Sachs
23
Goldman Sachs
New York
$50.5M +$33.9M +87,167 +156%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$45.3M -$50.7M -130,307 -50%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42.6M -$1.71M -4,392 -4%