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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
FGP
276
Freestone Grove Partners
California
$1.21M +$1.23M +3,407 New
PAG
277
Private Advisor Group
New Jersey
$1.21M +$788K +2,187 +180%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$1.18M +$10.4K +29 +0.9%
RHJA
279
Rice Hall James & Associates
California
$1.13M -$257K -713 -18%
TRCT
280
Tower Research Capital (TRC)
New York
$1.1M +$735K +2,041 +193%
VHMC
281
Value Holdings Management Company
New York
$1.06M
WLG
282
Williamson Legacy Group
Indiana
$1.06M +$46.5K +129 +4%
CMANY
283
Capital Management Associates (New York)
New York
$1.06M
GCA
284
Greenwood Capital Associates
South Carolina
$1.04M -$145K -403 -12%
CGH
285
Crossmark Global Holdings
Texas
$1.03M -$259K -718 -20%
V
286
ViaWealth
Kansas
$1.02M -$135K -374 -12%
HIIFS
287
Harel Insurance Investments & Financial Services
Israel
$1.02M +$346K +962 +51%
DI
288
DDFG Inc
California
$1.01M
DWM
289
Diversify Wealth Management
Utah
$1.01M +$314K +873 +43%
MYIA
290
Mount Yale Investment Advisors
Colorado
$1.01M -$13.7K -38 -1%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$1.28M -3,547 -55%
SAM
292
Securian Asset Management
Minnesota
$1.01M -$36K -100 -3%
VI
293
Vestcor Inc
New Brunswick, Canada
$1M
N
294
Natixis
France
$1,000K +$1.01M +2,817 New
PCM
295
Polaris Capital Management
Massachusetts
$994K -$1.8M -5,000 -64%
LA
296
Lindenwold Advisors
Pennsylvania
$989K -$38.2K -106 -4%
XT
297
XTX Topco
Cayman Islands
$973K -$1.65M -4,582 -63%
HEIP
298
Hudson Edge Investment Partners
New Jersey
$943K +$46.8K +130 +5%
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$941K +$210K +584 +28%
ETC
300
Exchange Traded Concepts
Oklahoma
$902K +$21.6K +60 +2%

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.