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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
301
Entropy Technologies
New York
$575K -$861K -3,704 -62%
SPS
302
Susquehanna Portfolio Strategies
Pennsylvania
$575K
WCM
303
Weik Capital Management
Pennsylvania
$563K
HIM
304
Hillsdale Investment Management
Ontario, Canada
$563K +$511K +2,200 New
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$557K +$12.3K +53 +2%
CWM
306
CCG Wealth Management
California
$556K
NAS
307
NWF Advisory Services
California
$551K
PAG
308
Private Advisor Group
New Jersey
$541K +$241K +1,038 +97%
Baird Financial Group
309
Baird Financial Group
Wisconsin
$529K +$18.6K +80 +4%
FCFC
310
First Commonwealth Financial Corp
Pennsylvania
$519K
RCAG
311
Rehmann Capital Advisory Group
Michigan
$514K +$51.1K +220 +12%
BEI
312
Benjamin Edwards Inc
Missouri
$509K +$137K +589 +42%
MLL
313
Moody Lynn & Lieberson
Massachusetts
$507K +$465 +2 +0.1%
CPSAC
314
Chas P. Smith & Associates (CPS)
Florida
$496K +$46.5K +200 +12%
PTC
315
Petrus Trust Company
Texas
$496K -$163K -699 -26%
DC
316
Diametric Capital
Massachusetts
$482K +$157K +676 +56%
QI
317
QV Investors
Alberta, Canada
$481K -$486K -2,090 -53%
YC
318
Yarbrough Capital
Tennessee
$480K
ProShare Advisors
319
ProShare Advisors
Maryland
$477K -$34.2K -147 -7%
MC
320
Miramar Capital
Illinois
$462K -$4.65K -20 -1%
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
$460K +$416K +1,790 New
HWAM
322
Hennion & Walsh Asset Management
New Jersey
$457K +$415K +1,787 New
FAM
323
Flaharty Asset Management
Florida
$444K
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$442K +$84.2K +362 +26%
MGAM
325
McGowan Group Asset Management
Texas
$435K

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.