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Curtiss-Wright
CW

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: 1 → 2 (+1)

18% more capital invested

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

16% more funds holding

Funds holding: 238 → 275 (+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

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$46.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.3M
3
BlackRock
BlackRock
New York
+$29.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$24.5M
5
Millennium Management
Millennium Management
New York
+$19.6M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$54.1M
2
NFA
Nationwide Fund Advisors
Ohio
-$15.4M
3
Goldman Sachs
Goldman Sachs
New York
-$13.8M
4
GI
GAMCO Investors
Connecticut
-$11.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$43K +$15.3K +130 +59%
SEI Investments
252
SEI Investments
Pennsylvania
$32K – – –
VCM
253
Versant Capital Management
Arizona
$29K -$354 -3 -1%
GAM
254
Gemmer Asset Management
California
$26K – – –
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$26K – – –
IWM
256
IHT Wealth Management
Illinois
$23K – – –
GWM
257
Geneos Wealth Management
Colorado
$22K – – –
SWP
258
Stratos Wealth Partners
Ohio
$20K +$19K +161 New
OIA
259
OneDigital Investment Advisors
Kansas
$19K -$2.71K -23 -13%
WCBA
260
Weaver C. Barksdale & Associates
Tennessee
$13K -$1.42K -12 -10%
OFS
261
Orrstown Financial Services
Pennsylvania
$12K – – –
PFBT
262
Parkside Financial Bank & Trust
Missouri
$11K -$7.79K -66 -41%
CHP
263
Cable Hill Partners
Oregon
$9K – – –
QCG
264
Quadrant Capital Group
Ohio
$7K – – –
PA
265
Parallel Advisors
California
$5K – – –
GFP
266
Gryphon Financial Partners
Ohio
$5K +$4.36K +37 New
CB
267
Community Bank
New York
$5K +$4.72K +40 New
ST
268
Smithfield Trust
Pennsylvania
$5K +$4.72K +40 New
WEC
269
Winslow Evans & Crocker
Massachusetts
$4.51K – – –
WIM
270
Westside Investment Management
California
$3.73K – – –
HR
271
Howe & Rusling
New York
$3K – – –
MOS
272
MGO One Seven
Ohio
$3K +$2.48K +21 New
PHK
273
Point72 Hong Kong
Hong Kong
$3K +$3.07K +26 New
WWMSC
274
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
AC
275
Avestar Capital
New York
$2K +$2K +17 New
8 9 10
11
12

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.