Question 1

Which hedge funds and institutional investors hold CSW?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CSW shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CSW whale holdings?

Accepted Answer

Conviction level reflects how significant CSW is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CSW, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CSW?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CSW?

Accepted Answer

QoQ changes for CSW show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital World	716.0K	$186.6M	0.0%	$732.9B
State Street	641.1K	$167.1M	0.0%	$2896.4B
Conestoga	578.4K	$150.7M	3.0%	$5.0B
Kayne Anderson	299.3K	$78.0M	0.2%	$34.0B
Select Equity	113.5K	$29.6M	0.2%	$19.5B
Capital Research	86.9K	$22.7M	0.0%	$644.6B
Geode Capital	57.5K	$15.0M	0.0%	$1607.5B
Segall Bryant	44.0K	$11.5M	0.2%	$7.0B
BlackRock	30.4K	$7.9M	0.0%	$5723.5B
Invesco	27.0K	$7.0M	0.0%	$653.3B
WCM	22.0K	$5.7M	0.0%	$43.8B
Mawer	18.9K	$4.9M	0.0%	$15.4B
Millennium	15.1K	$3.9M	0.0%	$240.3B
DFA	11.2K	$2.9M	0.0%	$481.4B
Brevan Howard	9.3K	$2.4M	0.0%	$11.3B
Citadel	4.3K	$1.1M	0.0%	$618.5B
Citadel	3.4K	$886K	0.0%	$618.5B
Northern Trust	3.1K	$805K	0.0%	$756.6B
American Century	1.1K	$295K	0.0%	$194.3B
Marshall Wace	1.1K	$292K	0.0%	$100.4B
Franklin Templeton	460	$120K	—	$408.3B
Fidelity (FMR)	190	$50K	—	$1898.4B
Neuberger Berman (Eisman)	92	$24K	—	$131.4B
AQR Capital	1	$261	—	$218.4B

CSW

Who Holds CSW

Changes This Quarter