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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
276
Lindenwold Advisors
Pennsylvania
$745K -$4.65K -20 -0.7%
Mariner
277
Mariner
Kansas
$743K +$23.3K +100 +4%
CGH
278
Crossmark Global Holdings
Texas
$743K -$4.65K -20 -0.7%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$734K
DI
280
DDFG Inc
California
$732K
Amundi
281
Amundi
France
$732K -$7.59M -32,637 -92%
SSA
282
Schonfeld Strategic Advisors
New York
$725K -$151K -648 -19%
NG
283
Norden Group
Utah
$724K +$191K +823 +41%
AWAU
284
Alliance Wealth Advisors (Utah)
Utah
$722K +$75.3K +324 +13%
SAM
285
Shell Asset Management
Netherlands
$691K -$59.8K -257 -9%
SFA
286
Sequoia Financial Advisors
Ohio
$687K +$10.5K +45 +2%
ETC
287
Exchange Traded Concepts
Oklahoma
$663K -$86.5K -372 -13%
Creative Planning
288
Creative Planning
Kansas
$654K +$12.3K +53 +2%
CIS
289
Custom Index Systems
New York
$652K +$593K +2,549 New
CC
290
Cipher Capital
New York
$649K +$166K +716 +39%
HEIP
291
Hudson Edge Investment Partners
New Jersey
$647K +$57.7K +248 +11%
SWS
292
SYSTM Wealth Solutions
Illinois
$639K +$465 +2 +0.1%
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$638K +$45.1K +194 +8%
PS
294
Principal Securities
Iowa
$631K +$243K +1,044 +73%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$629K -$80.4K -346 -12%
BAM
296
Burgundy Asset Management
Ontario, Canada
$611K
B
297
Bellecapital
Switzerland
$608K
SCI
298
S&CO Inc
Massachusetts
$607K
LFAS
299
Level Four Advisory Services
Texas
$605K +$15.8K +68 +3%
TPCW
300
TD Private Client Wealth
New York
$590K +$536K +2,305 New

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.