Curtiss-Wright
336 hedge funds and large institutions have $4.74B invested in Curtiss-Wright in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 18 closing their positions.
178% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 18
10% more capital invested
Capital invested by funds: $4.32B → $4.74B (+$417M)
8% more funds holding
Funds holding: 312 → 336 (+24)
6% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 108
0.6% more ownership
Funds ownership: 78.24% → 78.85% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
53% less call options, than puts
Call options by funds: $2.89M | Put options by funds: $6.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$43.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$30.3M |
| 3 |
BlackRock
New York
|
+$30.3M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$23M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$30M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$27.8M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$19.8M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$15.1M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Rockefeller Capital Management
New York
| – | -$4K | -33 | Closed |
|
|
LWM
352
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| – | +$813 | +6 | New |
|
CW Hedge Fund Activity: Q4 2019 in Review
336 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2019, worth a combined $4.74B — up 9.6% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CW positions and 18 closed out — a net gain of 32 holders — while 115 added to existing stakes and 108 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $43.6M. The largest seller was Victory Capital Management, cutting an estimated $30M.
- 336 institutional investors held Curtiss-Wright (CW) as of Q4 2019, up from 312 in Q3 2019.
- Funds reported $4.74B of Curtiss-Wright stock for Q4 2019, up 9.6% quarter-over-quarter.
- 50 funds opened new Curtiss-Wright positions in Q4 2019 and 18 closed out, a net change of +32 holders.
- The largest Curtiss-Wright buyer in Q4 2019 was Schroder Investment Management Group, an estimated $43.6M added.
- The largest Curtiss-Wright seller in Q4 2019 was Victory Capital Management, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2019.