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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
1832 Asset Management
376
1832 Asset Management
Ontario, Canada
$34.2K +$8.52K +43 +33%
QL
377
Quarry LP
New York
$32.3K +$32.7K +165 New
FWA
378
FSC Wealth Advisors
New York
$32.1K +$32.5K +164 New
MA
379
Montag & Associates
Georgia
$29.8K +$12.1K +61 +67%
FHA
380
First Horizon Advisors
Tennessee
$28.2K +$26.2K +132 +1,100%
Nomura Asset Management
381
Nomura Asset Management
Japan
$27.4K – – –
WB
382
Webster Bank
Connecticut
$26K – – –
CMA
383
Cedar Mountain Advisors
Oregon
$25K – – –
DA
384
Denali Advisors
California
$20.5K -$198 -1 -0.9%
JWM
385
Janiczek Wealth Management
Colorado
$19.4K – – –
VWM
386
Venturi Wealth Management
Texas
$19K +$19.2K +97 New
Simplex Trading
387
Simplex Trading
Illinois
$17K -$14.3K -72 -45%
TCOV
388
Trust Company of Vermont
Vermont
$15.7K – – –
C
389
Covestor
United Kingdom
$13K – – –
OIS
390
Okabena Investment Services
Minnesota
$12.7K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$396 +2 +3%
LC
392
Lindbrook Capital
California
$11K +$2.97K +15 +37%
TLCM
393
Twin Lakes Capital Management
California
$10.3K – – –
LFA
394
LGT Financial Advisors
Texas
$9.2K +$9.31K +47 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$9K – – –
PVH
396
Psagot Value Holdings
Israel
$8K -$396 -2 -5%
EARNEST Partners
397
EARNEST Partners
Georgia
$7.63K – – –
SFG
398
Steward Financial Group
Texas
$7K +$7.13K +36 New
BBHC
399
Brown Brothers Harriman & Co
New York
$6.65K – – –
UB
400
UMB Bank
Missouri
$6.46K +$6.54K +33 New
14 15
16
17 18

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.