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Curtiss-Wright

287 hedge funds and large institutions have $3.38B invested in Curtiss-Wright in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.96% less ownership

Funds ownership: 76.54%75.58% (-0.96%)

7% less funds holding

Funds holding: 307287 (-20)

11% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 101

27% less capital invested

Capital invested by funds: $4.63B → $3.38B (-$1.25B)

34% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 59

64% less call options, than puts

Call options by funds: $797K | Put options by funds: $2.19M

Holders
287
Holders Change
-20
Holders Change %
-6.51%
% of All Funds
6.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
90
Reduced
101
Closed
59
Calls
$797K
Puts
$2.19M
Net Calls
-$1.4M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
World Asset Management
Michigan
$210K -$17.1K -153 -7%
LW
227
Linscomb Wealth
Texas
$208K +$112 +1 +0%
BC
228
Burney Company
Virginia
$208K +$29K +260 +15%
JG
229
Jefferies Group
New York
$207K -$159K -1,419 -41%
MF
230
Manchester Financial
California
$207K +$227K +2,030 New
IAM
231
Integre Asset Management
New York
$204K +$3.8K +34 +2%
M&T Bank
232
M&T Bank
New York
$200K -$12.1K -108 -5%
SBL
233
Sargent Bickham Lagudis
Colorado
$174K
AG
234
Advisor Group
Arizona
$141K +$782 +7 +0.5%
C
235
Cerebellum
California
$135K +$335 +3 +0.2%
VCM
236
Vigilant Capital Management
Maine
$133K
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$129K +$27.7K +248 +25%
ST
238
Sageworth Trust
Pennsylvania
$120K
TRCT
239
Tower Research Capital (TRC)
New York
$110K -$448K -4,008 -79%
AP
240
Atwood & Palmer
Missouri
$102K
SP
241
Symmetry Partners
Connecticut
$86K +$94.6K +847 New
DSC
242
Duncker Streett & Co
Missouri
$82K
ASN
243
Advisory Services Network
Georgia
$78K -$15K -134 -15%
SMG
244
Spectrum Management Group
Indiana
$62K
MWC
245
MBM Wealth Consultants
Missouri
$53K +$58.1K +520 New
EWM
246
Executive Wealth Management
Michigan
$38K +$41.9K +375 New
TCOV
247
Trust Company of Vermont
Vermont
$36K +$8.94K +80 +29%
QT
248
Quantbot Technologies
New York
$30K -$1.12M -10,003 -97%
NIT
249
NumerixS Investment Technologies
British Columbia, Canada
$30K -$179K -1,600 -84%
BAMG
250
Brand Asset Management Group
Missouri
$26K

CW Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2018, worth a combined $3.38B — down 27% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CW and 39 opened new positions — a net loss of 20 holders — while 101 trimmed existing stakes and 90 added.

The largest buyer was Renaissance Technologies, adding an estimated $30.2M. The largest seller was BlackRock, cutting an estimated $33.4M.

  • 287 institutional investors held Curtiss-Wright (CW) as of Q4 2018, down from 307 in Q3 2018.
  • Funds reported $3.38B of Curtiss-Wright stock for Q4 2018, down 27% quarter-over-quarter.
  • 39 funds opened new Curtiss-Wright positions in Q4 2018 and 59 closed out, a net change of -20 holders.
  • The largest Curtiss-Wright buyer in Q4 2018 was Renaissance Technologies, an estimated $30.2M added.
  • The largest Curtiss-Wright seller in Q4 2018 was BlackRock, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2018.