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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
GRP
301
Global Retirement Partners
California
$9K +$7.24K +51 New
JWA
302
JFS Wealth Advisors
Pennsylvania
$7K -$993 -7 -13%
FF
303
FourThought Financial
Florida
$7K – – –
HR
304
Howe & Rusling
New York
$7K – – –
TLCM
305
Twin Lakes Capital Management
California
$7K – – –
EW
306
Evoke Wealth
California
$6K – – –
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$6K +$3.97K +28 +156%
APA
308
American Portfolios Advisors
New York
$5.71K +$1.28K +9 +28%
EARNEST Partners
309
EARNEST Partners
Georgia
$5K – – –
MCC
310
Money Concepts Capital
Florida
$5K – – –
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$4.72K -$267K -1,880 -5%
AA
312
Ancora Advisors
Ohio
$4K – – –
BWM
313
BerganKDV Wealth Management
Minnesota
$4K – – –
CFGS
314
Concourse Financial Group Securities
Alabama
$4K – – –
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
Bessemer Group
316
Bessemer Group
New Jersey
$4K +$4.12K +29 New
GWS
317
Glassman Wealth Services
Virginia
$3K – – –
HBW
318
Hazlett, Burt & Watson
West Virginia
$3K – – –
PWMG
319
Prestige Wealth Management Group
New Jersey
$3K – – –
SC
320
Schubert & Co
Texas
$3K +$568 +4 +19%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.56K +18 New
CFO
322
CVA Family Office
Colorado
$2K – – –
IA
323
IFP Advisors
Florida
$2K +$142 +1 +11%
DI
324
Disciplined Investments
Oklahoma
$2K +$426 +3 +33%
TWA
325
TCI Wealth Advisors
Arizona
$2K +$426 +3 +23%
11 12
13
14 15

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.