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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
251
Redmont Wealth Advisors
Illinois
$619K -$108K -546 -15%
IIM
252
INTECH Investment Management
Florida
$613K +$621K +3,132 New
FRM
253
Fox Run Management
Connecticut
$601K +$608K +3,070 New
HSBC Holdings
254
HSBC Holdings
United Kingdom
$596K -$588K -2,969 -49%
ETC
255
Exchange Traded Concepts
Oklahoma
$579K -$147K -742 -20%
Aviva
256
Aviva
United Kingdom
$579K -$1.07M -5,413 -65%
LA
257
Lindenwold Advisors
Pennsylvania
$578K +$2.58K +13 +0.4%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$577K – – –
DI
259
DDFG Inc
California
$559K – – –
SWS
260
SYSTM Wealth Solutions
Illinois
$550K -$40.8K -206 -7%
Squarepoint
261
Squarepoint
New York
$527K +$94.7K +478 +22%
SPA
262
Sherbrooke Park Advisers
New York
$526K +$206K +1,040 +63%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$522K +$82K +414 +18%
EGM
264
Engineers Gate Manager
New York
$520K -$321K -1,618 -38%
CAM
265
Cresset Asset Management
Illinois
$519K +$526K +2,652 New
SAM
266
Shell Asset Management
Netherlands
$519K -$9.12K -46 -2%
VPIM
267
Vanguard Personalized Indexing Management
California
$514K +$35.7K +180 +7%
PAS
268
Park Avenue Securities
New York
$511K +$518K +2,614 New
Mariner
269
Mariner
Kansas
$480K +$169K +851 +53%
BFM
270
Boothbay Fund Management
New York
$479K +$485K +2,447 New
AWAU
271
Alliance Wealth Advisors (Utah)
Utah
$476K +$21.8K +110 +5%
B
272
Bellecapital
Switzerland
$465K +$471K +2,377 New
SCI
273
S&CO Inc
Massachusetts
$464K – – –
NRD
274
Nebula Research & Development
New York
$461K +$467K +2,358 New
HEIP
275
Hudson Edge Investment Partners
New Jersey
$461K +$467K +2,356 New
9 10
11
12 13

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.