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Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
251
Petrus Trust Company
Texas
$402K +$401K +2,405 New
SCI
252
S&CO Inc
Massachusetts
$396K – – –
BAM
253
Burgundy Asset Management
Ontario, Canada
$382K – – –
CWM
254
CCG Wealth Management
California
$381K -$33.3K -200 -8%
MLL
255
Moody Lynn & Lieberson
Massachusetts
$374K +$374K +2,245 New
WCM
256
Weik Capital Management
Pennsylvania
$367K – – –
CIP
257
Cornerstone Investment Partners
Georgia
$354K – – –
VPIM
258
Vanguard Personalized Indexing Management
California
$347K +$66K +396 +24%
MC
259
Miramar Capital
Illinois
$345K – – –
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$343K -$422K -2,532 -55%
SFA
261
Sequoia Financial Advisors
Ohio
$342K +$341K +2,047 New
AUB
262
Atlantic Union Bankshares
Virginia
$334K +$333K +1,999 New
Cerity Partners
263
Cerity Partners
New York
$329K +$5.16K +31 +2%
SCM
264
Shelton Capital Management
Colorado
$325K -$13K -78 -4%
AWAU
265
Alliance Wealth Advisors (Utah)
Utah
$325K +$324K +1,943 New
Verition Fund Management
266
Verition Fund Management
Connecticut
$322K -$2.01M -12,070 -86%
MGAM
267
McGowan Group Asset Management
Texas
$309K +$308K +1,850 New
FL
268
Fort LP
Maryland
$308K -$70.6K -424 -19%
GHA
269
GW Henssler & Associates
Georgia
$304K – – –
TRCT
270
Tower Research Capital (TRC)
New York
$302K -$74.8K -449 -20%
API
271
Advisor Partners II
California
$302K +$33.3K +200 +12%
FAM
272
Flaharty Asset Management
Florida
$291K – – –
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$289K – – –
CPSAC
274
Chas P. Smith & Associates (CPS)
Florida
$289K +$666 +4 +0.2%
QCM
275
Quantinno Capital Management
New York
$288K -$19.5K -117 -6%
9 10
11
12 13

CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.