Curtiss-Wright
380 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
3% more capital invested
Capital invested by funds: $5.58B → $5.77B (+$195M)
0% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 135
0.76% less ownership
Funds ownership: 82.71% → 81.95% (-0.76%)
2% less funds holding
Funds holding: 386 → 380 (-6)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
34% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.78M
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.3M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$41.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$22.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.6M |
| 5 |
Amundi
Paris,
France
|
-$15.9M |
CW Hedge Fund Activity: Q2 2023 in Review
380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2023, worth a combined $5.77B — up 3.5% from $5.58B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CW and 32 opened new positions — a net loss of 6 holders — while 135 trimmed existing stakes and 135 added.
The largest buyer was Brown Advisory, adding an estimated $52M. The largest seller was Fidelity Investments, cutting an estimated $42.3M.
- 380 institutional investors held Curtiss-Wright (CW) as of Q2 2023, down from 386 in Q1 2023.
- Funds reported $5.77B of Curtiss-Wright stock for Q2 2023, up 3.5% quarter-over-quarter.
- 32 funds opened new Curtiss-Wright positions in Q2 2023 and 38 closed out, a net change of -6 holders.
- The largest Curtiss-Wright buyer in Q2 2023 was Brown Advisory, an estimated $52M added.
- The largest Curtiss-Wright seller in Q2 2023 was Fidelity Investments, an estimated $42.3M sold.
Based on aggregated 13F filings for Q2 2023.