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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
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$261K
Sumitomo Mitsui Trust Group
377
Sumitomo Mitsui Trust Group
Japan
$256K +$233K +1,002 New
HWA
378
Heartwood Wealth Advisors
Virginia
$256K
ALC
379
Alexander Labrunerie & Co
Missouri
$256K +$232K +1,000 New
EFA
380
Edge Financial Advisors
Illinois
$254K +$231K +993 New
AMG
381
Asset Management Group
Connecticut
$251K
MYAM
382
Meiji Yasuda Asset Management
Japan
$251K +$228K +980 New
Vontobel Holding
383
Vontobel Holding
Switzerland
$247K +$225K +967 New
MSR
384
Main Street Research
Connecticut
$241K
Capstone Investment Advisors
385
Capstone Investment Advisors
New York
$234K -$183K -786 -46%
PWG
386
Portside Wealth Group
Utah
$233K -$697 -3 -0.3%
PIM
387
Penobscot Investment Management
Massachusetts
$230K
SOW
388
State of Wyoming
Wyoming
$230K +$126K +543 +153%
SIGI
389
Susquehanna International Group (Ireland)
Ireland
$229K +$208K +893 New
APP
390
Avantax Planning Partners
Iowa
$228K +$207K +892 New
NS
391
NBC Securities
Alabama
$227K
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$223K -$9.07K -39 -4%
QC
393
Quent Capital
New York
$221K
TPM
394
Triasima Portfolio Management
Quebec, Canada
$218K +$198K +850 New
XT
395
XTX Topco
Cayman Islands
$217K -$915K -3,935 -82%
CAG
396
Csenge Advisory Group
Florida
$217K +$197K +849 New
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$215K +$4.88K +21 +3%
TNB
398
Thomasville National Bank
Georgia
$215K +$195K +840 New
FTDI
399
First Trust Direct Indexing
Massachusetts
$208K +$189K +813 New
DSC
400
Duncker Streett & Co
Missouri
$205K

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.