Stock Analysis
Data Source: SEC EDGAR 13F
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Csw Industrials Inc (CSWI)

351 + Investors. Track Smart Money conviction in CSWI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — CSWI

Based on 353 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CSWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
353 hedge funds hold CSWI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CSWI is almost the same as a year ago (-11 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

166 buying170 selling
Last quarter: 170 funds reduced or exited vs 166 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 64 → 42 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 26% medium 19% new
194 out of 353 hedge funds have held CSWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +30%, value +5%

Value
+4%
Shares
+29%
Last quarter: funds added +30% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

58 → 42 → 64 → 42 → 46 new funds/Q
New funds entering each quarter: 42 → 64 → 42 → 46. CSWI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 22% newcomers

57% veterans 21% 1-2yr 22% new
Entry-cohort mix of 357 holders: 203 (57%) are 2+ year veterans, 74 entered 1–2 years ago, and 80 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
53 of 353 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CSWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSWI

In 2026 Q2, 166 hedge funds were net buyers of CSWI (46 opened a new position, 120 added to an existing one), while 170 reduced or exited (128 trimmed, 42 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in CSWI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 353.

Hedge Fund Ownership: CSWI

How many hedge funds hold CSWI — quarterly history vs. share price
Quarterly hedge fund ownership of CSWI vs. share price

Market Analysis: CSWI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSWI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: CSWI
351 + Investors

Track Smart Money conviction in CSWI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 351 349 0.57%
13F Shares 16M 17M -1.89%
Total Value $4.29B $4.11B 4.42%
New Positions 45 42 +3
Increased Positions 118 125 -7
Closed Positions 43 46 -3
Reduced Positions 127 123 +4
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: CSWI

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Institutional Holders (2026 Q2)

351 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSWI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CSWI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Langdon Equity Partners 12.83% 82,500 $23.0M
2 Montanaro Asset Management Ltd 3.57% 40,705 $11.3M
3 Southernsun Asset Management, LLC 3.55% 94,698 $26.4M
4 Conestoga Capital Advisors, LLC 2.86% 471,727 $131.3M
5 Jacobson & Schmitt Advisors, LLC 2.65% 58,309 $16.2M
6 Channing Capital Management, LLC 1.92% 299,374 $83.3M
7 Zuckerman Investment Group, LLC 1.90% 80,842 $22.5M
8 Tributary Capital Management, LLC 1.28% 55,870 $15.5M
9 Wasatch Advisors LP 1.26% 693,036 $192.9M
10 Roubaix Capital, LLC 1.10% 11,012 $3.1M
11 Artesa Financial Group, LLC 1.01% 4,231 $1.2M
12 Champlain Investment Partners, LLC 0.99% 138,500 $38.5M
13 Moerus Capital Management LLC 0.85% 6,847 $1.9M
14 Heron Bay Capital Management 0.84% 33,174 $9.2M
15 Mountain Pacific Investment Advisers LLC 0.82% 18,660 $5.2M
16 Moody Aldrich Partners LLC 0.82% 16,305 $4.5M
17 Grandeur Peak Global Advisors, LLC 0.76% 11,793 $3.3M
18 Punch & Associates Investment Management, INC. 0.75% 54,288 $15.1M
19 Sovereign's Capital Management, LLC 0.63% 3,380 $941K
20 Riverbridge Partners LLC 0.57% 73,442 $20.4M
21 Walter & Keenan Wealth Management LLC /In/ /Adv 0.56% 8,077 $2.2M
22 Congress Asset Management Co 0.51% 300,506 $83.6M
23 Df Dent & Co Inc 0.51% 97,020 $27.0M
24 Granite Investment Partners, LLC 0.42% 29,158 $8.1M
25 Geneva Capital Management LLC 0.34% 52,743 $14.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Csw Industrials Inc (CSWI)

What does the Smart Money Trend signal show for CSWI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CSWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSWI?

More sellers than buyers — 49% buying: Last quarter: 170 funds reduced or exited vs 166 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSWI holders?

Elite ownership — 51% AUM from top-100 funds: 53 of 353 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CSWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSWI?

55% of holders stayed for 2+ years: 194 out of 353 hedge funds have held CSWI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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