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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
CAM
326
ClariVest Asset Management
California
$2K +$1.99K +14 New
LC
327
Lindbrook Capital
California
$1K -$568 -4 -44%
FWM
328
Focused Wealth Management
New York
$1K – – –
BIA
329
Bell Investment Advisors
California
$1K +$568 +4 +100%
SIC
330
SJS Investment Consulting
Ohio
$1K +$993 +7 New
SWA
331
Sutton Wealth Advisors
Florida
$696 – – –
Allianz Asset Management
332
Allianz Asset Management
Germany
– -$6.66M -50,415 Closed
ERSOT
333
Employees Retirement System of Texas
Texas
– -$3.57M -27,018 Closed
NIG
334
NFJ Investment Group
Texas
– -$2.29M -17,313 Closed
Assenagon Asset Management
335
Assenagon Asset Management
Luxembourg
– -$1.85M -14,036 Closed
Millennium Management
336
Millennium Management
New York
– -$1.7M -12,890 Closed
Tudor Investment Corp
337
Tudor Investment Corp
Connecticut
– -$1.44M -10,879 Closed
RIM
338
Redwood Investment Management
Arizona
– -$1.24M -9,370 Closed
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
– -$1.21M -9,186 Closed
Sumitomo Mitsui Trust Group
340
Sumitomo Mitsui Trust Group
Japan
– -$1.13M -8,574 Closed
CSS
341
Cubist Systematic Strategies
Connecticut
– -$1.09M -8,248 Closed
CCIA
342
Campbell & Co Investment Adviser
Maryland
– -$1.01M -7,660 Closed
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
– -$956K -6,737 Closed
HF
344
HRT Financial
New York
– -$773K -5,856 Closed
HEIP
345
Hudson Edge Investment Partners
New Jersey
– -$738K -5,589 Closed
EWM
346
Endurance Wealth Management
Rhode Island
– -$618K -4,676 Closed
MM
347
MQS Management
New York
– -$534K -4,042 Closed
Two Sigma Investments
348
Two Sigma Investments
New York
– -$525K -3,974 Closed
BSG
349
Black Swift Group
Colorado
– -$396K -3,000 Closed
HCC
350
Hirtle Callaghan & Co
Pennsylvania
– -$343K -2,599 Closed
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.