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Curtiss-Wright

336 hedge funds and large institutions have $4.23B invested in Curtiss-Wright in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 82.35%83.33% (+0.98%)

7% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 120

4% less funds holding

Funds holding: 351336 (-15)

11% less capital invested

Capital invested by funds: $4.75B → $4.23B (-$525M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

57% less call options, than puts

Call options by funds: $890K | Put options by funds: $2.09M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
112
Reduced
120
Closed
44
Calls
$890K
Puts
$2.09M
Net Calls
-$1.2M
Net Calls Change
+$260K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
351
Virtu Financial
New York
-$761K -5,068 Closed
CIC
352
Cornercap Investment Counsel
Georgia
-$729K -4,852 Closed
APG Asset Management
353
APG Asset Management
Netherlands
-$580K -4,300 Closed
MFS
354
Mirabella Financial Services
United Kingdom
-$646K -4,300 Closed
E
355
Ergoteles
New York
-$579K -3,854 Closed
DTL
356
Dynamic Technology Lab
Singapore
-$536K -3,570 Closed
LNC
357
Lincoln National Corp
Pennsylvania
-$424K -2,822 Closed
FC
358
FORA Capital
Florida
-$350K -2,311 Closed
PHK
359
Point72 Hong Kong
Hong Kong
-$344K -2,291 Closed
ECM
360
ExodusPoint Capital Management
New York
-$326K -2,174 Closed
Acadian Asset Management
361
Acadian Asset Management
Massachusetts
-$308K -2,053 Closed
GL
362
Graypoint LLC
New York
-$287K -1,910 Closed
GAM
363
Gotham Asset Management
New York
-$270K -1,797 Closed
AT
364
Arden Trust
Delaware
-$256K -1,706 Closed
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
-$238K -1,588 Closed
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
-$236K -1,569 Closed
AC
367
Aristides Capital
Kentucky
-$211K -1,404 Closed
YIH
368
Y-Intercept (HK)
Hong Kong
-$201K -1,340 Closed
IUHSA
369
Itau Unibanco Holding S.A.
Brazil
-$159K -1,059 Closed
MIP
370
Mondrian Investment Partners
United Kingdom
-$59K -392 Closed
GAM
371
Gemmer Asset Management
California
-$15K -104 Closed
IFAM
372
Institutional & Family Asset Management
Colorado
-$9K -59 Closed
T
373
TCWP
Ohio
-$8K -55 Closed
CI
374
Cordant Inc
Oregon
-$3K -20 Closed
PFS
375
Prospera Financial Services
Texas
-$2K -12 Closed

CW Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2022, worth a combined $4.23B — down 11% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CW and 38 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 112 added.

The largest buyer was AllianceBernstein, adding an estimated $129M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 336 institutional investors held Curtiss-Wright (CW) as of Q2 2022, down from 351 in Q1 2022.
  • Funds reported $4.23B of Curtiss-Wright stock for Q2 2022, down 11% quarter-over-quarter.
  • 38 funds opened new Curtiss-Wright positions in Q2 2022 and 44 closed out, a net change of -6 holders.
  • The largest Curtiss-Wright buyer in Q2 2022 was AllianceBernstein, an estimated $129M added.
  • The largest Curtiss-Wright seller in Q2 2022 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2022.