We are live on ! Find out more
CW icon

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
AssetMark Inc
276
AssetMark Inc
California
$449K +$455K +2,296 New
BAM
277
Burgundy Asset Management
Ontario, Canada
$447K – – –
Creative Planning
278
Creative Planning
Kansas
$446K +$26.8K +135 +6%
API
279
Advisor Partners II
California
$431K -$595 -3 -0.1%
WCM
280
Weik Capital Management
Pennsylvania
$430K – – –
SM
281
Sciencast Management
New Jersey
$425K +$431K +2,173 New
CWM
282
CCG Wealth Management
California
$425K -$22.2K -112 -5%
TRCT
283
Tower Research Capital (TRC)
New York
$424K -$78.1K -394 -15%
NAS
284
NWF Advisory Services
California
$421K – – –
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$415K -$292K -1,473 -41%
JMPWA
286
JP Morgan Private Wealth Advisors
California
$413K -$39K -197 -9%
ProShare Advisors
287
ProShare Advisors
Maryland
$405K -$34.1K -172 -8%
Baird Financial Group
288
Baird Financial Group
Wisconsin
$402K +$69.6K +351 +21%
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$400K +$405K +2,045 New
SFA
290
Sequoia Financial Advisors
Ohio
$400K +$595 +3 +0.1%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$393K +$89.2K +450 +29%
MC
292
Miramar Capital
Illinois
$370K -$9.91K -50 -3%
YC
293
Yarbrough Capital
Tennessee
$367K +$372K +1,875 New
MGAM
294
McGowan Group Asset Management
Texas
$362K – – –
DC
295
Diametric Capital
Massachusetts
$362K +$366K +1,849 New
DFCM
296
Dark Forest Capital Management
Puerto Rico
$361K -$828K -4,178 -69%
Cerity Partners
297
Cerity Partners
New York
$359K -$167K -843 -31%
MC
298
Machina Capital
France
$355K +$360K +1,815 New
OAM
299
Oppenheimer Asset Management
New York
$353K +$358K +1,806 New
SCM
300
Shelton Capital Management
Colorado
$348K -$21.8K -110 -6%
10 11
12
13 14

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.