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Curtiss-Wright

307 hedge funds and large institutions have $4.63B invested in Curtiss-Wright in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.02B → $4.63B (+$603M)

3% more funds holding

Funds holding: 297307 (+10)

0.11% more ownership

Funds ownership: 76.43%76.54% (+0.11%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $7.79M

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
7.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
100
Reduced
118
Closed
26
Calls
$3.56M
Puts
$7.79M
Net Calls
-$4.23M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$228K +$161K +1,226 +284%
Creative Planning
252
Creative Planning
Kansas
$222K +$212K +1,617 New
FCFC
253
First Commonwealth Financial Corp
Pennsylvania
$213K +$203K +1,550 New
JMPWA
254
JP Morgan Private Wealth Advisors
California
$205K +$195K +1,489 New
AG
255
Advisor Group
Arizona
$187K +$6.3K +48 +4%
C
256
Cerebellum
California
$182K +$173K +1,322 New
VCM
257
Vigilant Capital Management
Maine
$179K
ST
258
Sageworth Trust
Pennsylvania
$161K +$141K +1,075 +1,075%
AAMU
259
Amundi Asset Management US
Massachusetts
$150K
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$139K
AP
261
Atwood & Palmer
Missouri
$137K
ASN
262
Advisory Services Network
Georgia
$124K
DSC
263
Duncker Streett & Co
Missouri
$110K
KBFS
264
Kohmann Bosshard Financial Services
Ohio
$107K +$102K +776 New
Fidelity Investments
265
Fidelity Investments
Massachusetts
$103K +$98K +747 New
IUHSA
266
Itau Unibanco Holding S.A.
Brazil
$95K -$70.2K -535 -44%
MA
267
MUFG Americas
New York
$91K
SMG
268
Spectrum Management Group
Indiana
$84K
IA
269
IFP Advisors
Florida
$70K
SPIA
270
Steward Partners Investment Advisory
New York
$65K +$61.9K +472 New
PI
271
PEAK6 Investments
Illinois
$57K +$54.7K +417 New
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$43K
APP
273
Avantax Planning Partners
Iowa
$42K +$39.7K +303 New
TCOV
274
Trust Company of Vermont
Vermont
$38K
MAM
275
Meeder Asset Management
Ohio
$37K -$399K -3,042 -92%

CW Hedge Fund Activity: Q3 2018 in Review

307 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2018, worth a combined $4.63B — up 15% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CW positions and 26 closed out — a net gain of 12 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $63.7M. The largest seller was Millennium Management, cutting an estimated $40.3M.

  • 307 institutional investors held Curtiss-Wright (CW) as of Q3 2018, up from 297 in Q2 2018.
  • Funds reported $4.63B of Curtiss-Wright stock for Q3 2018, up 15% quarter-over-quarter.
  • 38 funds opened new Curtiss-Wright positions in Q3 2018 and 26 closed out, a net change of +12 holders.
  • The largest Curtiss-Wright buyer in Q3 2018 was AQR Capital Management, an estimated $63.7M added.
  • The largest Curtiss-Wright seller in Q3 2018 was Millennium Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2018.