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Curtiss-Wright

315 hedge funds and large institutions have $4.3B invested in Curtiss-Wright in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $3.78B → $4.3B (+$525M)

1.39% more ownership

Funds ownership: 77.84%79.23% (+1.4%)

1% more funds holding

Funds holding: 313315 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $3.54M | Put options by funds: $3.73M

35% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 129

Holders
315
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
84
Reduced
129
Closed
42
Calls
$3.54M
Puts
$3.73M
Net Calls
-$190K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
301
Berman Capital Advisors
Georgia
$2K
CAW
302
Cornerstone Advisors (Washington)
Washington
$2K
GI
303
Gradient Investments
Minnesota
$2K
GC
304
Globeflex Capital
California
$2K +$1.5K +13 New
TFO
305
Tarbox Family Office
California
$2K +$1.5K +13 New
RA
306
Royce & Associates
New York
$2K +$1.61K +14 New
TWA
307
TCI Wealth Advisors
Arizona
$2K +$1.84K +16 New
IFAM
308
Institutional & Family Asset Management
Colorado
$2K +$2.07K +18 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$1.4K
HR
310
Howe & Rusling
New York
$1K -$806 -7 -39%
Parallax Volatility Advisers
311
Parallax Volatility Advisers
California
$1K +$576 +5 New
MAM
312
Meeder Asset Management
Ohio
$1K +$691 +6 New
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.27K +11 New
GT
314
Glenmede Trust
Pennsylvania
$501 +$1.15K +10 +0.3%
Artisan Partners
315
Artisan Partners
Wisconsin
-$41.5M -365,899 Closed
Lord, Abbett & Co
316
Lord, Abbett & Co
New Jersey
-$6.34M -55,939 Closed
AIM
317
Assured Investment Management
New York
-$5M -44,088 Closed
SCM
318
Stevens Capital Management
Pennsylvania
-$3.65M -32,176 Closed
PP
319
Paloma Partners
Connecticut
-$2.5M -22,008 Closed
TEE
320
Tibra Equities Europe
United Kingdom
-$1.96M -17,300 Closed
LCM
321
Laurion Capital Management
New York
-$1.78M -15,712 Closed
GLAM
322
Gardner Lewis Asset Management
Pennsylvania
-$1.58M -13,932 Closed
Verition Fund Management
323
Verition Fund Management
Connecticut
-$1.56M -13,751 Closed
DTL
324
Dynamic Technology Lab
Singapore
-$1.26M -11,148 Closed
HCMT
325
Highland Capital Management (Tennessee)
Tennessee
-$1.16M -10,202 Closed

CW Hedge Fund Activity: Q2 2019 in Review

315 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2019, worth a combined $4.3B — up 14% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CW positions and 42 closed out — a net gain of 6 holders — while 84 added to existing stakes and 129 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $64.4M. The largest seller was Artisan Partners, exiting entirely with an estimated $41.5M sold.

  • 315 institutional investors held Curtiss-Wright (CW) as of Q2 2019, up from 313 in Q1 2019.
  • Funds reported $4.3B of Curtiss-Wright stock for Q2 2019, up 14% quarter-over-quarter.
  • 48 funds opened new Curtiss-Wright positions in Q2 2019 and 42 closed out, a net change of +6 holders.
  • The largest Curtiss-Wright buyer in Q2 2019 was Nuveen, an estimated $64.4M added.
  • The largest Curtiss-Wright seller in Q2 2019 was Artisan Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2019.