Curtiss-Wright
382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
222% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 23
14% more capital invested
Capital invested by funds: $4.58B → $5.24B (+$658M)
13% more funds holding
Funds holding: 338 → 382 (+44)
6% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 127
2.24% less ownership
Funds ownership: 85.77% → 83.53% (-2.2%)
57% less call options, than puts
Call options by funds: $767K | Put options by funds: $1.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$18.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$18.2M |
| 3 |
Amundi
Paris,
France
|
+$16.9M |
| 4 |
BlackRock
New York
|
+$16.2M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$41M |
| 3 |
Primecap Management
Pasadena,
California
|
-$28.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.1M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$25.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Simplex Trading
Chicago,
Illinois
| – | -$25K | -150 | Closed |
|
|
HR
402
Howe & Rusling
Rochester,
New York
| – | -$7K | -48 | Closed |
|
|
EW
403
Evoke Wealth
Los Angeles,
California
| – | -$6K | -44 | Closed |
|
CW Hedge Fund Activity: Q4 2022 in Review
382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.
The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.
- 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
- Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
- 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
- The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
- The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.
Based on aggregated 13F filings for Q4 2022.