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Curtiss-Wright
CW

338 hedge funds and large institutions have $4.58B invested in Curtiss-Wright in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 128 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.23B → $4.58B (+$355M)

2.44% more ownership

Funds ownership: 83.33% → 85.77% (+2.4%)

1% more funds holding

Funds holding: 336 → 338 (+2)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 128

33% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.52M

Holders
338
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
100
Reduced
128
Closed
35
Calls
$1.01M
Puts
$1.52M
Net Calls
-$501K
Net Calls Change
+$695K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$99.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$22M
4
American Century Companies
American Century Companies
Missouri
+$19.5M
5
Invesco
Invesco
Georgia
+$8.73M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.4M
2
Lazard Asset Management
Lazard Asset Management
New York
-$19.5M
3
BlackRock
BlackRock
New York
-$14.2M
4
RRAM
River Road Asset Management
Kentucky
-$13.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
351
Quantamental Technologies
New York
– -$268K -2,028 Closed
DWM
352
Dakota Wealth Management
Florida
– -$256K -1,936 Closed
MF
353
Magnetar Financial
Illinois
– -$251 -1,897 Closed
M&T Bank
354
M&T Bank
New York
– -$204K -1,879 Closed
SC
355
Savant Capital
Illinois
– -$232K -1,759 Closed
Pacer Advisors
356
Pacer Advisors
Pennsylvania
– -$178K -1,346 Closed
ECM
357
EMC Capital Management
Texas
– -$177K -1,338 Closed
UFF
358
USA Financial Formulas
Michigan
– -$139K -1,056 Closed
VVP
359
Venture Visionary Partners
Ohio
– -$89.4K -677 Closed
FIA
360
FNY Investment Advisers
New York
– -$39K -300 Closed
QT
361
Quantbot Technologies
New York
– -$38K -289 Closed
CWM
362
Curi Wealth Management
North Carolina
– -$9K -71 Closed
CWP
363
Concord Wealth Partners
Virginia
– -$4K -27 Closed
SFG
364
Steward Financial Group
Texas
– -$1K -8 Closed
CTC
365
Central Trust Company
Missouri
– -$1K -6 Closed
STCOSD
366
Sageworth Trust Company of South Dakota
South Dakota
– -$1K -6 Closed
AF
367
Allworth Financial
California
– -$142 -1 -33%
IAS
368
IMA Advisory Services
Colorado
– +$142 +1 New
CAL
369
Capital Advisors Ltd
Ohio
– +$284 +2 New
11 12 13 14
15

CW Hedge Fund Activity: Q3 2022 in Review

338 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2022, worth a combined $4.58B — up 8.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CW positions and 35 closed out — a net gain of 5 holders — while 100 added to existing stakes and 128 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.5M. The largest seller was Fidelity Investments, cutting an estimated $29.4M.

  • 338 institutional investors held Curtiss-Wright (CW) as of Q3 2022, up from 336 in Q2 2022.
  • Funds reported $4.58B of Curtiss-Wright stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Curtiss-Wright positions in Q3 2022 and 35 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2022 was Ameriprise, an estimated $99.5M added.
  • The largest Curtiss-Wright seller in Q3 2022 was Fidelity Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.