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Curtiss-Wright
CW

338 hedge funds and large institutions have $4.58B invested in Curtiss-Wright in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 128 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.23B → $4.58B (+$355M)

2.44% more ownership

Funds ownership: 83.33% → 85.77% (+2.4%)

1% more funds holding

Funds holding: 336 → 338 (+2)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 128

33% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.52M

Holders
338
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
100
Reduced
128
Closed
35
Calls
$1.01M
Puts
$1.52M
Net Calls
-$501K
Net Calls Change
+$695K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$99.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$22M
4
American Century Companies
American Century Companies
Missouri
+$19.5M
5
Invesco
Invesco
Georgia
+$8.73M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.4M
2
Lazard Asset Management
Lazard Asset Management
New York
-$19.5M
3
BlackRock
BlackRock
New York
-$14.2M
4
RRAM
River Road Asset Management
Kentucky
-$13.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$66K – – –
QC
277
Quent Capital
New York
$59K – – –
WTA
278
Washington Trust Advisors
Massachusetts
$58K +$142 +1 +0.2%
OIS
279
Okabena Investment Services
Minnesota
$54K – – –
SC
280
SouthState Corp
Florida
$52K – – –
WFA
281
Wipfli Financial Advisors
Wisconsin
$51K +$52.1K +367 New
EA
282
Evolution Advisers
Virginia
$48K – – –
HI
283
Harbour Investments
Wisconsin
$39K – – –
QCG
284
Quadrant Capital Group
Ohio
$35K +$142 +1 +0.4%
Nomura Asset Management
285
Nomura Asset Management
Japan
$34.8K – – –
S
286
SignatureFD
Georgia
$33K -$4.97K -35 -13%
AS
287
Altshuler Shaham
Israel
$32K -$5.39K -38 -14%
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$32K -$1.42K -10 -4%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$32K +$993 +7 +3%
PA
290
Parallel Advisors
California
$27K +$7.1K +50 +34%
BBHC
291
Brown Brothers Harriman & Co
New York
$23K +$23K +162 New
FHA
292
First Horizon Advisors
Tennessee
$22K +$993 +7 +4%
Simplex Trading
293
Simplex Trading
Illinois
$20K +$21.3K +150 New
CM
294
Cornerstone Management
Georgia
$19.5K – – –
CMA
295
Cedar Mountain Advisors
Oregon
$18K – – –
BWA
296
BDO Wealth Advisors
Florida
$14K +$14.6K +103 New
MA
297
Montag & Associates
Georgia
$13K +$12.9K +91 New
JWM
298
Janiczek Wealth Management
Colorado
$12K – – –
TCOV
299
Trust Company of Vermont
Vermont
$11K – – –
C
300
Covestor
United Kingdom
$9K -$10.9K -77 -54%
10 11
12
13 14

CW Hedge Fund Activity: Q3 2022 in Review

338 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2022, worth a combined $4.58B — up 8.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CW positions and 35 closed out — a net gain of 5 holders — while 100 added to existing stakes and 128 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.5M. The largest seller was Fidelity Investments, cutting an estimated $29.4M.

  • 338 institutional investors held Curtiss-Wright (CW) as of Q3 2022, up from 336 in Q2 2022.
  • Funds reported $4.58B of Curtiss-Wright stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Curtiss-Wright positions in Q3 2022 and 35 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2022 was Ameriprise, an estimated $99.5M added.
  • The largest Curtiss-Wright seller in Q3 2022 was Fidelity Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.