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Curtiss-Wright

309 hedge funds and large institutions have $3.97B invested in Curtiss-Wright in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding

Funds holding: 308309 (+1)

0% less capital invested

Capital invested by funds: $3.99B → $3.97B (-$15.9M)

0.46% less ownership

Funds ownership: 82.37%81.91% (-0.46%)

31% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 124

71% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.53M

Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
86
Reduced
124
Closed
32
Calls
$1.02M
Puts
$3.53M
Net Calls
-$2.51M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
251
Duncker Streett & Co
Missouri
$95K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$88K
AP
253
Atwood & Palmer
Missouri
$87K
EAM
254
Exos Asset Management
New York
$82K +$86.8K +694 New
DFCM
255
Dark Forest Capital Management
Puerto Rico
$78K +$82.3K +658 New
HPC
256
HM Payson & Co
Maine
$76K
SMG
257
Spectrum Management Group
Indiana
$72K
AP
258
Arlington Partners
Alabama
$64K
PFBT
259
Parkside Financial Bank & Trust
Missouri
$64K +$6.13K +49 +10%
CFA
260
Carroll Financial Associates
North Carolina
$62K +$9.13K +73 +16%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$61K +$24.8K +198 +63%
SC
262
SouthState Corp
Florida
$59K
VanEck Associates
263
VanEck Associates
New York
$58K +$33.6K +269 +122%
SPIA
264
Steward Partners Investment Advisory
New York
$56K
MAM
265
Meeder Asset Management
Ohio
$50K -$3.25K -26 -6%
WT
266
Washington Trust
Rhode Island
$49K +$125 +1 +0.2%
HI
267
Harbour Investments
Wisconsin
$45K
EI
268
Ellevest Inc
New York
$39K -$250 -2 -0.6%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$37K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$31K -$500 -4 -2%
S
271
SignatureFD
Georgia
$28K
Simplex Trading
272
Simplex Trading
Illinois
$27K +$28.9K +231 New
ASN
273
Advisory Services Network
Georgia
$25K +$25.9K +207 New
FHA
274
First Horizon Advisors
Tennessee
$24K
CMA
275
Cedar Mountain Advisors
Oregon
$15K

CW Hedge Fund Activity: Q2 2021 in Review

309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2021, worth a combined $3.97B — down 0.4% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CW positions and 32 closed out — a net gain of 2 holders — while 86 added to existing stakes and 124 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $33.6M. The largest seller was ClearBridge Investments, cutting an estimated $33.1M.

  • 309 institutional investors held Curtiss-Wright (CW) as of Q2 2021, up from 308 in Q1 2021.
  • Funds reported $3.97B of Curtiss-Wright stock for Q2 2021, down 0.4% quarter-over-quarter.
  • 34 funds opened new Curtiss-Wright positions in Q2 2021 and 32 closed out, a net change of +2 holders.
  • The largest Curtiss-Wright buyer in Q2 2021 was River Road Asset Management, an estimated $33.6M added.
  • The largest Curtiss-Wright seller in Q2 2021 was ClearBridge Investments, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2021.