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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
351
McGowan Group Asset Management
Texas
$452K
TRIA
352
Trail Ridge Investment Advisors
Colorado
$446K -$7.69K -26 -2%
AAS
353
Avantax Advisory Services
Texas
$441K +$60.4K +204 +18%
TA
354
Tectonic Advisors
Texas
$436K -$74K -250 -16%
FNWM
355
Financial Network Wealth Management
Utah
$432K
HNB
356
Huntington National Bank
Ohio
$430K
MGIA
357
Moneta Group Investment Advisors
Missouri
$430K +$13K +44 +3%
TPI
358
Trust Point Inc
Wisconsin
$421K -$10.9K -37 -3%
HH
359
Hilltop Holdings
Texas
$414K +$373K +1,259 New
LWM
360
Lakeridge Wealth Management
Ohio
$413K
Lido Advisors
361
Lido Advisors
California
$413K +$21.6K +73 +6%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$404K +$167K +563 +85%
Fuller & Thaler Asset Management
363
Fuller & Thaler Asset Management
California
$402K +$31.1K +105 +9%
PAG
364
Private Advisor Group
New Jersey
$401K -$286K -967 -44%
IIM
365
INTECH Investment Management
Florida
$400K -$958K -3,236 -73%
FFM
366
Forum Financial Management
Illinois
$400K +$296 +1 +0.1%
MIA
367
MeadowBrook Investment Advisors
Michigan
$393K -$49.7K -168 -12%
NHT
368
New Hampshire Trust
New Hampshire
$388K -$10.7K -36 -3%
AWA
369
Arete Wealth Advisors
Illinois
$387K +$349K +1,181 New
ANTB
370
AMG National Trust Bank
Colorado
$384K -$346K -1,168 -50%
OIA
371
OneDigital Investment Advisors
Kansas
$382K +$10.9K +37 +3%
CIM
372
Confluence Investment Management
Missouri
$381K
TI
373
Tidal Investments
Wisconsin
$381K +$8.58K +29 +3%
IIC
374
Integrated Investment Consultants
Michigan
$379K +$341K +1,152 New
AA
375
ALPS Advisors
Colorado
$378K +$340K +1,150 New

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.