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Curtiss-Wright

622 hedge funds and large institutions have $11.3B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $7.77M

184% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 38

11% more funds holding

Funds holding: 561622 (+61)

10% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.06B)

1.61% more ownership

Funds ownership: 82%83.61% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 201

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
622
Holders Change
+61
Holders Change %
+10.87%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
208
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
251
Kestra Investment Management
Texas
$1.76M +$1.04M +2,901 +140%
LCGC
252
Legacy Capital Group California
California
$1.69M +$8.28K +23 +0.5%
Federated Hermes
253
Federated Hermes
Pennsylvania
$1.67M -$215K -597 -11%
AI
254
Atria Investments
North Carolina
$1.61M +$281K +781 +21%
AWAU
255
Alliance Wealth Advisors (Utah)
Utah
$1.58M +$54K +150 +3%
DB
256
Danske Bank
Denmark
$1.57M +$1.6M +4,438 New
VPIM
257
Vanguard Personalized Indexing Management
California
$1.56M +$157K +435 +11%
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$1.55M -$6.12K -17 -0.4%
Arrowstreet Capital
259
Arrowstreet Capital
Massachusetts
$1.55M -$14.8M -40,989 -90%
CB
260
Commerce Bank
Missouri
$1.55M
X
261
Xponance
Pennsylvania
$1.53M +$69.9K +194 +5%
LTAS
262
Linden Thomas Advisory Services
North Carolina
$1.5M +$40.7K +113 +3%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$1.49M +$377K +1,046 +33%
GCM
264
Graham Capital Management
Connecticut
$1.44M -$96.2K -267 -6%
CIS
265
Custom Index Systems
New York
$1.43M +$64.1K +178 +5%
HSBC Holdings
266
HSBC Holdings
United Kingdom
$1.43M -$2.53M -7,020 -64%
SCM
267
Sterling Capital Management
North Carolina
$1.41M +$908K +2,522 +173%
Creative Planning
268
Creative Planning
Kansas
$1.4M +$338K +939 +31%
RWM
269
Ritholtz Wealth Management
New York
$1.32M +$1.08K +3 +0.1%
SC
270
Savant Capital
Illinois
$1.31M +$2.16K +6 +0.2%
FMTC
271
Farmers & Merchants Trust Company
California
$1.3M
PS
272
Principal Securities
Iowa
$1.27M +$134K +371 +12%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$1.27M -$447K -1,240 -26%
WSCM
274
Wellington Shields Capital Management
New York
$1.26M +$1.28M +3,550 New
Mariner
275
Mariner
Kansas
$1.24M +$96.5K +268 +8%

CW Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2024, worth a combined $11.3B — up 10% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CW positions and 38 closed out — a net gain of 70 holders — while 208 added to existing stakes and 201 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $135M. The largest seller was International Assets Investment Management, cutting an estimated $145M.

  • 622 institutional investors held Curtiss-Wright (CW) as of Q4 2024, up from 561 in Q3 2024.
  • Funds reported $11.3B of Curtiss-Wright stock for Q4 2024, up 10% quarter-over-quarter.
  • 108 funds opened new Curtiss-Wright positions in Q4 2024 and 38 closed out, a net change of +70 holders.
  • The largest Curtiss-Wright buyer in Q4 2024 was William Blair Investment Management, an estimated $135M added.
  • The largest Curtiss-Wright seller in Q4 2024 was International Assets Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.