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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
TC
326
TwinBeech Capital
New York
$240K +$243K +1,227 New
BEI
327
Benjamin Edwards Inc
Missouri
$239K +$76.7K +387 +46%
FFM
328
Forum Financial Management
Illinois
$238K – – –
LAS
329
Lloyd Advisory Services
Georgia
$237K +$241K +1,214 New
NG
330
Norden Group
Utah
$237K +$241K +1,214 New
MWC
331
MBM Wealth Consultants
Missouri
$236K – – –
CCM
332
Coldstream Capital Management
Washington
$234K – – –
PGAM
333
Princeton Global Asset Management
New Jersey
$231K – – –
SVWAG
334
Sound View Wealth Advisors Group
Georgia
$231K +$234K +1,179 New
DI
335
DFPG Investments
Utah
$229K +$221K +1,114 New
ANTB
336
AMG National Trust Bank
Colorado
$228K – – –
HIM
337
Hanlon Investment Management
New Jersey
$228K +$231K +1,168 New
CIM
338
Confluence Investment Management
Missouri
$227K – – –
USCWA
339
U.S. Capital Wealth Advisors
Texas
$221K – – –
DekaBank Deutsche Girozentrale
340
DekaBank Deutsche Girozentrale
Germany
$218K +$220K +1,108 New
TRIA
341
Trail Ridge Investment Advisors
Colorado
$216K +$219K +1,103 New
PAG
342
Private Advisor Group
New Jersey
$213K +$216K +1,089 New
SEC
343
Seven Eight Capital
New York
$212K +$214K +1,082 New
EGA
344
Eagle Global Advisors
Texas
$204K +$207K +1,042 New
PA
345
Profund Advisors
Maryland
$202K -$33.7K -170 -14%
NS
346
NBC Securities
Alabama
$174K +$176K +890 New
QC
347
Quent Capital
New York
$169K +$30.9K +156 +22%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$161K +$12.5K +63 +8%
DSC
349
Duncker Streett & Co
Missouri
$157K – – –
PFBT
350
Parkside Financial Bank & Trust
Missouri
$128K +$19K +96 +17%
12 13
14
15 16

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.