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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
WCM
326
Washington Capital Management
Washington
$435K
IWC
327
Integrated Wealth Concepts
Massachusetts
$433K +$465 +2 +0.1%
DAS
328
Diversify Advisory Services
Utah
$432K +$391K +1,682 New
FFA
329
Founders Financial Alliance
North Carolina
$430K
Nisa Investment Advisors
330
Nisa Investment Advisors
Missouri
$424K +$5.81K +25 +2%
SCA
331
Snowden Capital Advisors
New York
$422K -$10K -43 -3%
SCM
332
Shelton Capital Management
Colorado
$422K
HCM
333
HMS Capital Management
Tennessee
$416K +$378K +1,626 New
OA
334
Oak Associates
Ohio
$415K
TPI
335
Trust Point Inc
Wisconsin
$412K -$4.65K -20 -1%
M&T Bank
336
M&T Bank
New York
$409K +$2.09K +9 +0.6%
TA
337
Tectonic Advisors
Texas
$402K +$21.6K +93 +6%
MIA
338
MeadowBrook Investment Advisors
Michigan
$401K -$39.1K -168 -10%
OAM
339
Oppenheimer Asset Management
New York
$397K -$33.2K -143 -8%
LW
340
Linscomb Wealth
Texas
$395K
CTC
341
Cetera Trust Company
Minnesota
$393K -$17.4K -75 -5%
MCM
342
MAI Capital Management
Ohio
$392K +$2.56K +11 +0.7%
WAM
343
Wolverine Asset Management
Illinois
$384K -$1.63M -7,000 -82%
GCP
344
GSA Capital Partners
United Kingdom
$373K -$541K -2,329 -62%
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
$367K -$1.35M -5,820 -80%
CCM
346
Coldstream Capital Management
Washington
$361K +$4.42K +19 +1%
BNP Paribas Asset Management
347
BNP Paribas Asset Management
France
$355K +$322K +1,385 New
PA
348
Profund Advisors
Maryland
$351K +$44.9K +193 +16%
HIM
349
Hanlon Investment Management
New Jersey
$349K +$73.7K +317 +30%
IAIM
350
International Assets Investment Management
Florida
$349K +$316K +1,359 New

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.