Curtiss-Wright
339 hedge funds and large institutions have $4.29B invested in Curtiss-Wright in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 81 increasing their positions, 130 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
13% more funds holding
Funds holding: 299 → 339 (+40)
1% more capital invested
Capital invested by funds: $4.26B → $4.29B (+$38.5M)
3.04% less ownership
Funds ownership: 82.5% → 79.46% (-3%)
38% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 130
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less call options, than puts
Call options by funds: $1.33M | Put options by funds: $3.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPM
Saddle Point Management
New York
|
+$11M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$7.38M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.26M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
-$119M |
| 2 |
Millennium Management
New York
|
-$70.5M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$29.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Simplex Trading
Chicago,
Illinois
| – | -$27K | -231 | Closed |
|
|
GKWIM
352
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$14K | -111 | Closed |
|
|
CPC
353
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$8K | -67 | Closed |
|
|
GRP
354
Global Retirement Partners
San Rafael,
California
| – | -$8K | -61 | Closed |
|
355
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$132 | +1 | New |
|
CW Hedge Fund Activity: Q4 2021 in Review
339 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2021, worth a combined $4.29B — up 0.9% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new CW positions and 18 closed out — a net gain of 44 holders — while 81 added to existing stakes and 130 trimmed.
The largest buyer was Saddle Point Management, adding an estimated $11M. The largest seller was Natural Investments, exiting entirely with an estimated $119M sold.
- 339 institutional investors held Curtiss-Wright (CW) as of Q4 2021, up from 299 in Q3 2021.
- Funds reported $4.29B of Curtiss-Wright stock for Q4 2021, up 0.9% quarter-over-quarter.
- 62 funds opened new Curtiss-Wright positions in Q4 2021 and 18 closed out, a net change of +44 holders.
- The largest Curtiss-Wright buyer in Q4 2021 was Saddle Point Management, an estimated $11M added.
- The largest Curtiss-Wright seller in Q4 2021 was Natural Investments, an estimated $119M sold.
Based on aggregated 13F filings for Q4 2021.