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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
351
Atwood & Palmer
Missouri
$125K – – –
CFGS
352
Concourse Financial Group Securities
Alabama
$125K +$45.4K +229 +56%
HPC
353
HM Payson & Co
Maine
$124K – – –
IA
354
IFP Advisors
Florida
$121K +$122K +618 New
KBC Group
355
KBC Group
Belgium
$119K +$121K +609 New
CA
356
Clearstead Advisors
Ohio
$117K +$59.5K +300 +100%
PP
357
Pacifica Partners
Canada
$96.4K +$99.1K +500 New
CMF
358
Counterpoint Mutual Funds
California
$94.9K +$96.1K +485 New
SPIA
359
Steward Partners Investment Advisory
New York
$92.3K – – –
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$90K -$3.77K -19 -4%
OC
361
Oakworth Capital
Alabama
$87.3K -$1.19K -6 -1%
UFF
362
USA Financial Formulas
Michigan
$84.5K – – –
WTA
363
Washington Trust Advisors
Massachusetts
$81.9K +$198 +1 +0.2%
BAAM
364
Baker Avenue Asset Management
California
$77.1K +$7.33K +37 +10%
SC
365
SouthState Corp
Florida
$72.8K – – –
S
366
SignatureFD
Georgia
$71.6K +$11.3K +57 +18%
EA
367
Evolution Advisers
Virginia
$68K – – –
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$59K +$1.39K +7 +2%
HI
369
Harbour Investments
Wisconsin
$54.8K – – –
QCG
370
Quadrant Capital Group
Ohio
$51.3K +$793 +4 +2%
AI
371
AXS Investments
New York
$50.9K – – –
GRP
372
Global Retirement Partners
California
$50.6K +$22.4K +113 +76%
WSC
373
Wellington Shields & Co
New York
$50.1K – – –
OCM
374
Orion Capital Management
California
$48.5K +$49.1K +248 New
PA
375
Parallel Advisors
California
$43.5K -$595 -3 -1%
13 14
15
16 17

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.