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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
301
Weik Capital Management
Pennsylvania
$723K
BEI
302
Benjamin Edwards Inc
Missouri
$721K +$164K +553 +34%
B
303
Bellecapital
Switzerland
$720K -$55.3K -187 -8%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$716K -$227K -768 -26%
NAS
305
NWF Advisory Services
California
$708K
DWM
306
Diversify Wealth Management
Utah
$708K +$77.2K +261 +15%
CPM
307
Connective Portfolio Management
New York
$706K +$917K +3,100 New
CWM
308
CCG Wealth Management
California
$699K -$592 -2 -0.1%
PWG
309
Portside Wealth Group
Utah
$696K +$368K +1,245 +143%
Verition Fund Management
310
Verition Fund Management
Connecticut
$695K -$1.58M -5,345 -72%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$686K -$17.5K -59 -3%
KIM
312
Kestra Investment Management
Texas
$680K +$613K +2,070 New
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$680K -$178K -600 -22%
FCFC
314
First Commonwealth Financial Corp
Pennsylvania
$667K
SA
315
Sanctuary Advisors
Indiana
$665K +$254K +858 +92%
CL
316
Choreo LLC
Illinois
$654K +$64.8K +219 +13%
MLL
317
Moody Lynn & Lieberson
Massachusetts
$651K
CFGS
318
Concourse Financial Group Securities
Alabama
$643K +$155K +524 +37%
CPSAC
319
Chas P. Smith & Associates (CPS)
Florida
$638K +$296 +1 +0.1%
P
320
&Partners
Tennessee
$627K +$564K +1,906 New
HIIFS
321
Harel Insurance Investments & Financial Services
Israel
$625K +$110K +372 +24%
YC
322
Yarbrough Capital
Tennessee
$617K
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
$613K
SEC
324
Seven Eight Capital
New York
$607K +$233K +786 +74%
Robeco Institutional Asset Management
325
Robeco Institutional Asset Management
Netherlands
$589K

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.