We are live on ! Find out more
CW icon

Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
351
TD Waterhouse Canada
Ontario, Canada
$347K +$314K +1,352 +135,200%
HNB
352
Huntington National Bank
Ohio
$334K -$1.94M -8,348 -86%
NA
353
NewEdge Advisors
Louisiana
$332K -$164K -706 -35%
Simplex Trading
354
Simplex Trading
Illinois
$330K +$301K +1,293 New
TI
355
Tidal Investments
Wisconsin
$329K +$299K +1,287 New
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$329K -$1.06M -4,540 -78%
SA
357
SpiderRock Advisors
Delaware
$328K +$312K +1,340 New
MGIA
358
Moneta Group Investment Advisors
Missouri
$323K +$1.86K +8 +0.6%
LWM
359
Lakeridge Wealth Management
Ohio
$322K
FFM
360
Forum Financial Management
Illinois
$311K
NHT
361
New Hampshire Trust
New Hampshire
$311K -$930 -4 -0.3%
CIP
362
Cornerstone Investment Partners
Georgia
$308K -$102K -439 -27%
TRIA
363
Trail Ridge Investment Advisors
Colorado
$307K -$7.44K -32 -3%
UFF
364
USA Financial Formulas
Michigan
$307K +$274K +1,177 +5,350%
Lido Advisors
365
Lido Advisors
California
$306K -$19.5K -84 -7%
SQA
366
Simon Quick Advisors
New Jersey
$301K +$274K +1,177 New
ANTB
367
AMG National Trust Bank
Colorado
$299K
CIM
368
Confluence Investment Management
Missouri
$297K
IAA
369
Independent Advisor Alliance
North Carolina
$295K +$268K +1,151 New
CFGS
370
Concourse Financial Group Securities
Alabama
$294K +$49.5K +213 +23%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$289K
AC
372
Aristides Capital
Kentucky
$283K +$257K +1,106 New
SAM
373
Seelaus Asset Management
New Jersey
$282K -$175K -752 -41%
AI
374
AXS Investments
New York
$282K +$198K +850 +340%
KI
375
Kapitalo Investimentos
Brazil
$268K -$302K -1,300 -55%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.