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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
226
Squarepoint
New York
$1.58M +$478K +2,055 +50%
Cerity Partners
227
Cerity Partners
New York
$1.56M +$728K +3,132 +106%
SA
228
Shilanski & Associates
Alaska
$1.52M +$8.84K +38 +0.6%
DCM
229
Dean Capital Management
Kansas
$1.43M -$229K -986 -15%
GT
230
Glenmede Trust
Pennsylvania
$1.4M +$930 +4 +0.1%
FHB
231
First Hawaiian Bank
Hawaii
$1.33M -$106K -456 -8%
Canada Pension Plan Investment Board
232
Canada Pension Plan Investment Board
Ontario, Canada
$1.31M +$1.19M +5,100 New
CCIA
233
Campbell & Co Investment Adviser
Maryland
$1.29M -$48.8K -210 -4%
NRD
234
Nebula Research & Development
New York
$1.28M +$610K +2,623 +110%
LCGC
235
Legacy Capital Group California
California
$1.26M +$2.79K +12 +0.2%
CAN
236
Cetera Advisor Networks
California
$1.24M +$134K +576 +13%
Pictet Asset Management
237
Pictet Asset Management
Switzerland
$1.24M +$16.7K +72 +2%
NIP
238
Nicholas Investment Partners
California
$1.24M +$32.3K +139 +3%
LWAM
239
Legacy Wealth Asset Management
Minnesota
$1.24M +$65.6K +282 +6%
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$1.23M +$36.5K +157 +3%
FRM
241
Fox Run Management
Connecticut
$1.2M +$78.6K +338 +8%
US Bancorp
242
US Bancorp
Minnesota
$1.2M -$171K -734 -14%
X
243
Xponance
Pennsylvania
$1.16M -$8.14K -35 -0.8%
CAM
244
Cresset Asset Management
Illinois
$1.14M +$240K +1,033 +30%
BFM
245
Boothbay Fund Management
New York
$1.14M +$1.03M +4,438 New
VAM
246
Valliance Asset Management
Hong Kong
$1.13M +$1.02M +4,400 New
CIC
247
Chilton Investment Company
Connecticut
$1.12M +$1.01M +4,358 New
RHJA
248
Rice Hall James & Associates
California
$1.11M -$671K -2,887 -40%
CB
249
Commerce Bank
Missouri
$1.11M
TRCT
250
Tower Research Capital (TRC)
New York
$1.09M +$495K +2,129 +100%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.