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Curtiss-Wright

275 hedge funds and large institutions have $4.23B invested in Curtiss-Wright in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

114% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $1.47M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $3.59B → $4.23B (+$643M)

16% more funds holding

Funds holding: 238275 (+37)

0.97% more ownership

Funds ownership: 77.69%78.66% (+0.97%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
275
Holders Change
+37
Holders Change %
+15.55%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
88
Reduced
95
Closed
12
Calls
$3.16M
Puts
$1.47M
Net Calls
+$1.68M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
226
DC Investments Management
Virginia
$227K +$220K +1,866 New
AIM
227
Alambic Investment Management
California
$216K +$209K +1,770 New
SL
228
Signition LP
New York
$215K +$208K +1,765 New
CI
229
Cigna Investments
Connecticut
$209K +$201K +1,708 New
SBL
230
Sargent Bickham Lagudis
Colorado
$207K
ST
231
Sabal Trust
Florida
$207K +$201K +1,700 New
BOS
232
Bingham Osborn & Scarborough
California
$206K -$50.7K -430 -20%
CFSG
233
Community Financial Services Group
Vermont
$201K +$194K +1,648 New
QT
234
Quantbot Technologies
New York
$162K +$157K +1,333 New
AG
235
Advisor Group
Arizona
$144K +$6.61K +56 +5%
SAM
236
Solaris Asset Management
New York
$141K
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$139K +$118 +1 +0.1%
MAM
238
Meeder Asset Management
Ohio
$135K +$130K +1,106 New
AP
239
Atwood & Palmer
Missouri
$122K
MA
240
MUFG Americas
New York
$105K +$1.18K +10 +1%
TRCT
241
Tower Research Capital (TRC)
New York
$103K -$633K -5,363 -86%
DSC
242
Duncker Streett & Co
Missouri
$97K
WTC
243
WhitTier Trust Company
Nevada
$96K +$21.8K +185 +31%
ASN
244
Advisory Services Network
Georgia
$81K +$53.9K +457 +224%
SMG
245
Spectrum Management Group
Indiana
$74K +$71.7K +608 New
IA
246
IFP Advisors
Florida
$62K -$9.67K -82 -14%
BTIS
247
BB&T Investment Services
North Carolina
$61K +$4.84K +41 +11%
RFC
248
Regions Financial Corp
Alabama
$53K +$51.4K +436 New
Fuller & Thaler Asset Management
249
Fuller & Thaler Asset Management
California
$49K
KF
250
Krilogy Financial
Missouri
$47K

CW Hedge Fund Activity: Q4 2017 in Review

275 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2017, worth a combined $4.23B — up 18% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CW positions and 12 closed out — a net gain of 37 holders — while 88 added to existing stakes and 95 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $46.9M. The largest seller was Aberdeen Group, exiting entirely with an estimated $54.1M sold.

  • 275 institutional investors held Curtiss-Wright (CW) as of Q4 2017, up from 238 in Q3 2017.
  • Funds reported $4.23B of Curtiss-Wright stock for Q4 2017, up 18% quarter-over-quarter.
  • 49 funds opened new Curtiss-Wright positions in Q4 2017 and 12 closed out, a net change of +37 holders.
  • The largest Curtiss-Wright buyer in Q4 2017 was Adage Capital Partners, an estimated $46.9M added.
  • The largest Curtiss-Wright seller in Q4 2017 was Aberdeen Group, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2017.