Curtiss-Wright
308 hedge funds and large institutions have $3.99B invested in Curtiss-Wright in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 47 closing their positions.
1.34% more ownership
Funds ownership: 81.04% → 82.37% (+1.3%)
2% more capital invested
Capital invested by funds: $3.91B → $3.99B (+$79.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 319 → 308 (-11)
15% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 118
17% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 47
19% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $1.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$28.4M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$21.5M |
| 4 |
Millennium Management
New York
|
+$17.7M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$30.7M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$29.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.5M |
| 4 |
Jennison Associates
New York
|
-$22.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.5M |
CW Hedge Fund Activity: Q1 2021 in Review
308 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2021, worth a combined $3.99B — up 2% from $3.91B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CW and 39 opened new positions — a net loss of 8 holders — while 118 trimmed existing stakes and 100 added.
The largest buyer was Fidelity Investments, adding an estimated $43M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $30.7M sold.
- 308 institutional investors held Curtiss-Wright (CW) as of Q1 2021, down from 319 in Q4 2020.
- Funds reported $3.99B of Curtiss-Wright stock for Q1 2021, up 2% quarter-over-quarter.
- 39 funds opened new Curtiss-Wright positions in Q1 2021 and 47 closed out, a net change of -8 holders.
- The largest Curtiss-Wright buyer in Q1 2021 was Fidelity Investments, an estimated $43M added.
- The largest Curtiss-Wright seller in Q1 2021 was Clark Capital Management Group, an estimated $30.7M sold.
Based on aggregated 13F filings for Q1 2021.