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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
PA
276
Parallel Advisors
California
$15K +$4.13K +33 +35%
TCOV
277
Trust Company of Vermont
Vermont
$14K +$5K +40 +50%
FPS
278
Fieldpoint Private Securities
Connecticut
$13K
GAM
279
Gemmer Asset Management
California
$12K
QCG
280
Quadrant Capital Group
Ohio
$11K +$1K +8 +10%
HIM
281
Hillsdale Investment Management
Ontario, Canada
$10K +$10K +80 New
BCA
282
Berman Capital Advisors
Georgia
$9K +$2.75K +22 +33%
AIG
283
American International Group
New York
$8.64K -$184K -1,475 -2%
ST
284
Sageworth Trust
Pennsylvania
$8K +$8.76K +70 New
GRP
285
Global Retirement Partners
California
$7K -$16.5K -132 -68%
IFAM
286
Institutional & Family Asset Management
Colorado
$7K
JWM
287
Janiczek Wealth Management
Colorado
$7K +$500 +4 +7%
TLCM
288
Twin Lakes Capital Management
California
$6K
FF
289
FourThought Financial
Florida
$5K -$189K -1,513 -97%
EARNEST Partners
290
EARNEST Partners
Georgia
$5K
EW
291
Evoke Wealth
California
$5K
AA
292
Ancora Advisors
Ohio
$4K
APA
293
American Portfolios Advisors
New York
$3.8K -$875 -7 -18%
BWM
294
BerganKDV Wealth Management
Minnesota
$3K
PWMG
295
Prestige Wealth Management Group
New Jersey
$3K
First Manhattan
296
First Manhattan
New York
$3K +$3.38K +27 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$2K
GWS
298
Glassman Wealth Services
Virginia
$2K
HR
299
Howe & Rusling
New York
$2K
M
300
MOTCO
Texas
$2K +$2.5K +20 New

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.