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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
301
Flaharty Asset Management
Florida
$341K – – –
CPSAC
302
Chas P. Smith & Associates (CPS)
Florida
$340K +$396 +2 +0.1%
SCA
303
Snowden Capital Advisors
New York
$338K +$342K +1,726 New
WCM
304
Washington Capital Management
Washington
$333K – – –
KI
305
Kapitalo Investimentos
Brazil
$331K +$336K +1,693 New
FFA
306
Founders Financial Alliance
North Carolina
$329K – – –
CIP
307
Cornerstone Investment Partners
Georgia
$325K -$76.9K -388 -19%
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$319K -$19.8K -100 -6%
OA
309
Oak Associates
Ohio
$317K – – –
IWC
310
Integrated Wealth Concepts
Massachusetts
$317K +$321K +1,619 New
PFO
311
Pathstone Family Office
New Jersey
$304K +$307K +1,551 New
FCFC
312
First Commonwealth Financial Corp
Pennsylvania
$303K – – –
LW
313
Linscomb Wealth
Texas
$302K – – –
RCAG
314
Rehmann Capital Advisory Group
Michigan
$289K +$293K +1,477 New
QT
315
Quantamental Technologies
New York
$281K +$284K +1,435 New
CA
316
Cetera Advisors
Colorado
$276K +$45.4K +229 +19%
TA
317
Tectonic Advisors
Texas
$275K +$279K +1,406 New
SAM
318
Seelaus Asset Management
New Jersey
$256K -$285K -1,440 -52%
LSV Asset Management
319
LSV Asset Management
Illinois
$254K -$33.7K -170 -12%
FNWM
320
Financial Network Wealth Management
Utah
$254K – – –
MCM
321
MAI Capital Management
Ohio
$253K +$198 +1 +0.1%
Lido Advisors
322
Lido Advisors
California
$250K -$28.5K -144 -10%
DWM
323
Dakota Wealth Management
Florida
$243K +$246K +1,243 New
MGIA
324
Moneta Group Investment Advisors
Missouri
$242K -$2.97K -15 -1%
NHT
325
New Hampshire Trust
New Hampshire
$240K -$3.37K -17 -1%
11 12
13
14 15

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.