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Curtiss-Wright
CW

380 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

3% more capital invested

Capital invested by funds: $5.58B → $5.77B (+$195M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.76% less ownership

Funds ownership: 82.71% → 81.95% (-0.76%)

2% less funds holding

Funds holding: 386 → 380 (-6)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

34% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.78M

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
135
Reduced
135
Closed
38
Calls
$1.17M
Puts
$1.78M
Net Calls
-$608K
Net Calls Change
+$1.15M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$52M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.1M
3
American Century Companies
American Century Companies
Missouri
+$13.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$11.3M
5
N
Nuveen
North Carolina
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$41.4M
3
Invesco
Invesco
Georgia
-$22.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.6M
5
Amundi
Amundi
France
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
376
Longfellow Investment Management
Massachusetts
$735 – – –
TWP
377
TFO Wealth Partners
Ohio
$367 – – –
VCM
378
Versant Capital Management
Arizona
$367 – – –
PTC
379
Private Trust Company
Ohio
$184 – – –
Massachusetts Financial Services
380
Massachusetts Financial Services
Massachusetts
– -$10.9M -61,615 Closed
VVP
381
Vulcan Value Partners
Alabama
– -$5.18M -29,370 Closed
LCG
382
Lisanti Capital Growth
New York
– -$3.8M -21,560 Closed
RC
383
Roubaix Capital
Colorado
– -$3.41M -19,359 Closed
HF
384
HRT Financial
New York
– -$2.31M -13,112 Closed
TI
385
Trexquant Investment
Connecticut
– -$1.94M -10,987 Closed
SFI
386
Susquehanna Fundamental Investments
Pennsylvania
– -$1.37M -7,777 Closed
ZCM
387
Ziegler Capital Management
Illinois
– -$1.33M -7,526 Closed
PAM
388
Paradigm Asset Management
New York
– -$776K -4,400 Closed
PCH
389
PGIM Custom Harvest
New Jersey
– -$641K -3,637 Closed
CC
390
Centiva Capital
New York
– -$464K -2,632 Closed
HMS
391
Hanseatic Management Services
New Mexico
– -$429K -2,434 Closed
Calamos Advisors
392
Calamos Advisors
Illinois
– -$396K -2,247 Closed
MLL
393
Moody Lynn & Lieberson
Massachusetts
– -$396K -2,245 Closed
HIM
394
Hillsdale Investment Management
Ontario, Canada
– -$379K -2,150 Closed
OCBCO
395
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$316K -1,790 Closed
Tudor Investment Corp
396
Tudor Investment Corp
Connecticut
– -$292K -1,656 Closed
PI
397
PEAK6 Investments
Illinois
– -$278K -1,631 Closed
BBA
398
Baader Bank Aktiengesellschaft
Germany
– -$267K -1,522 Closed
SVWAG
399
Sound View Wealth Advisors Group
Georgia
– -$264K -1,500 Closed
TRIA
400
Trail Ridge Investment Advisors
Colorado
– -$202K -1,147 Closed
13 14 15
16
17

CW Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2023, worth a combined $5.77B — up 3.5% from $5.58B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CW and 32 opened new positions — a net loss of 6 holders — while 135 trimmed existing stakes and 135 added.

The largest buyer was Brown Advisory, adding an estimated $52M. The largest seller was Fidelity Investments, cutting an estimated $42.3M.

  • 380 institutional investors held Curtiss-Wright (CW) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $5.77B of Curtiss-Wright stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 32 funds opened new Curtiss-Wright positions in Q2 2023 and 38 closed out, a net change of -6 holders.
  • The largest Curtiss-Wright buyer in Q2 2023 was Brown Advisory, an estimated $52M added.
  • The largest Curtiss-Wright seller in Q2 2023 was Fidelity Investments, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2023.