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Curtiss-Wright
CW

380 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

3% more capital invested

Capital invested by funds: $5.58B → $5.77B (+$195M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.76% less ownership

Funds ownership: 82.71% → 81.95% (-0.76%)

2% less funds holding

Funds holding: 386 → 380 (-6)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

34% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.78M

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
135
Reduced
135
Closed
38
Calls
$1.17M
Puts
$1.78M
Net Calls
-$608K
Net Calls Change
+$1.15M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$52M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.1M
3
American Century Companies
American Century Companies
Missouri
+$13.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$11.3M
5
N
Nuveen
North Carolina
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$41.4M
3
Invesco
Invesco
Georgia
-$22.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.6M
5
Amundi
Amundi
France
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
251
JP Morgan Private Wealth Advisors
California
$424K -$846K -4,961 -68%
BAM
252
Burgundy Asset Management
Ontario, Canada
$420K – – –
CWM
253
CCG Wealth Management
California
$419K – – –
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$417K +$391K +2,292 New
XT
255
XTX Topco
Cayman Islands
$416K +$133K +783 +53%
ProShare Advisors
256
ProShare Advisors
Maryland
$412K -$6.48K -38 -2%
Squarepoint
257
Squarepoint
New York
$407K -$1.87M -10,983 -83%
API
258
Advisor Partners II
California
$405K +$60.2K +353 +19%
WCM
259
Weik Capital Management
Pennsylvania
$404K – – –
DCM
260
Dupont Capital Management
Delaware
$398K +$4.43K +26 +1%
NAS
261
NWF Advisory Services
California
$396K – – –
Creative Planning
262
Creative Planning
Kansas
$394K +$86.3K +506 +31%
CIP
263
Cornerstone Investment Partners
Georgia
$376K -$2.56K -15 -0.7%
QT
264
Quantbot Technologies
New York
$376K -$297K -1,740 -46%
SFA
265
Sequoia Financial Advisors
Ohio
$375K +$170 +1 +0%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$358K -$1.6M -9,408 -83%
MC
267
Miramar Capital
Illinois
$356K -$13K -76 -4%
SCM
268
Shelton Capital Management
Colorado
$347K -$9.55K -56 -3%
QCM
269
Quantinno Capital Management
New York
$346K +$13.6K +80 +4%
MGAM
270
McGowan Group Asset Management
Texas
$340K – – –
FAM
271
Flaharty Asset Management
Florida
$320K – – –
CPSAC
272
Chas P. Smith & Associates (CPS)
Florida
$318K +$341 +2 +0.1%
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$318K – – –
Baird Financial Group
274
Baird Financial Group
Wisconsin
$313K +$3.41K +20 +1%
WCM
275
Washington Capital Management
Washington
$312K +$290K +1,700 New
9 10
11
12 13

CW Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2023, worth a combined $5.77B — up 3.5% from $5.58B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CW and 32 opened new positions — a net loss of 6 holders — while 135 trimmed existing stakes and 135 added.

The largest buyer was Brown Advisory, adding an estimated $52M. The largest seller was Fidelity Investments, cutting an estimated $42.3M.

  • 380 institutional investors held Curtiss-Wright (CW) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $5.77B of Curtiss-Wright stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 32 funds opened new Curtiss-Wright positions in Q2 2023 and 38 closed out, a net change of -6 holders.
  • The largest Curtiss-Wright buyer in Q2 2023 was Brown Advisory, an estimated $52M added.
  • The largest Curtiss-Wright seller in Q2 2023 was Fidelity Investments, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2023.