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Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
351
Ancora Advisors
Ohio
$5K – – –
BWM
352
BerganKDV Wealth Management
Minnesota
$4.38K – – –
BTI
353
Blue Trust Inc
Georgia
$4K +$4.33K +26 New
PWMG
354
Prestige Wealth Management Group
New Jersey
$3.67K – – –
GWS
355
Glassman Wealth Services
Virginia
$3.34K +$333 +2 +11%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3.01K – – –
TWA
357
TCI Wealth Advisors
Arizona
$3.01K +$333 +2 +13%
HBW
358
Hazlett, Burt & Watson
West Virginia
$3K – – –
CT
359
Colonial Trust
South Carolina
$3K +$3K +18 New
SIC
360
SJS Investment Consulting
Ohio
$2.67K +$1.5K +9 +129%
CFO
361
CVA Family Office
Colorado
$2.5K – – –
AF
362
Advisornet Financial
Minnesota
$2.17K +$2.17K +13 New
IGWM
363
ICA Group Wealth Management
Colorado
$2.17K +$2.17K +13 New
DI
364
Disciplined Investments
Oklahoma
$2K – – –
FHA
365
First Horizon Advisors
Tennessee
$2K -$25.8K -155 -93%
MRCM
366
M&R Capital Management
New Jersey
$2K +$2K +12 New
CAM
367
ClariVest Asset Management
California
$2K -$666 -4 -29%
BIA
368
Bell Investment Advisors
California
$1.84K +$500 +3 +38%
FA
369
Fiduciary Alliance
South Carolina
$1.17K +$1.17K +7 New
FWM
370
Focused Wealth Management
New York
$1.01K – – –
IA
371
IFP Advisors
Florida
$1K -$167 -1 -10%
FMP
372
Financial Management Professionals
Texas
$1K – – –
PTC
373
Private Trust Company
Ohio
$1K – – –
AWM
374
Accurate Wealth Management
Florida
$1K +$999 +6 New
SWA
375
Sutton Wealth Advisors
Florida
$835 – – –
13 14
15
16 17

CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.