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Curtiss-Wright

315 hedge funds and large institutions have $4.3B invested in Curtiss-Wright in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $3.78B → $4.3B (+$525M)

1.39% more ownership

Funds ownership: 77.84%79.23% (+1.4%)

1% more funds holding

Funds holding: 313315 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $3.54M | Put options by funds: $3.73M

35% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 129

Holders
315
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
84
Reduced
129
Closed
42
Calls
$3.54M
Puts
$3.73M
Net Calls
-$190K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$323K +$292K +2,538 New
QSS
227
Quantitative Systematic Strategies
Florida
$320K +$290K +2,514 New
CPSAC
228
Chas P. Smith & Associates (CPS)
Florida
$318K
SCI
229
S&CO Inc
Massachusetts
$302K
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$294K
SGAM
231
Smith Group Asset Management
Texas
$281K
WG
232
Winton Group
United Kingdom
$280K +$254K +2,206 New
WT
233
Washington Trust
Rhode Island
$264K
IAM
234
Integre Asset Management
New York
$262K
LW
235
Linscomb Wealth
Texas
$259K
MF
236
Manchester Financial
California
$258K
AG
237
Advisor Group
Arizona
$256K -$7.83K -68 -3%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$252K -$102K -882 -31%
WAM
239
World Asset Management
Michigan
$250K -$6.57K -57 -3%
LTFS
240
Ladenburg Thalmann Financial Services
Florida
$250K +$48.8K +424 +28%
P
241
Pitcairn
Pennsylvania
$246K -$10.4K -90 -4%
LPL Financial
242
LPL Financial
California
$233K +$211K +1,833 New
BTS
243
BB&T Securities
Virginia
$226K -$11.6K -101 -5%
BC
244
Brinker Capital
Pennsylvania
$226K -$576 -5 -0.3%
SBL
245
Sargent Bickham Lagudis
Colorado
$216K
ST
246
Sabal Trust
Florida
$216K +$196K +1,700 New
BOS
247
Bingham Osborn & Scarborough
California
$215K +$195K +1,693 New
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$213K +$193K +1,672 New
SC
249
Savant Capital
Illinois
$213K +$193K +1,675 New
CFSG
250
Community Financial Services Group
Vermont
$210K -$300K -2,600 -61%

CW Hedge Fund Activity: Q2 2019 in Review

315 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2019, worth a combined $4.3B — up 14% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CW positions and 42 closed out — a net gain of 6 holders — while 84 added to existing stakes and 129 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $64.4M. The largest seller was Artisan Partners, exiting entirely with an estimated $41.5M sold.

  • 315 institutional investors held Curtiss-Wright (CW) as of Q2 2019, up from 313 in Q1 2019.
  • Funds reported $4.3B of Curtiss-Wright stock for Q2 2019, up 14% quarter-over-quarter.
  • 48 funds opened new Curtiss-Wright positions in Q2 2019 and 42 closed out, a net change of +6 holders.
  • The largest Curtiss-Wright buyer in Q2 2019 was Nuveen, an estimated $64.4M added.
  • The largest Curtiss-Wright seller in Q2 2019 was Artisan Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2019.