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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$5.87K -$3.37K -17 -36%
AA
402
Ancora Advisors
Ohio
$5.87K – – –
RF
403
Robinswood Financial
Washington
$4.7K – – –
PWMG
404
Prestige Wealth Management Group
New Jersey
$4.31K – – –
HBW
405
Hazlett, Burt & Watson
West Virginia
$4K – – –
Mitsubishi UFJ Asset Management
406
Mitsubishi UFJ Asset Management
Japan
$3.72K +$3.77K +19 New
CT
407
Colonial Trust
South Carolina
$3.63K – – –
GWS
408
Glassman Wealth Services
Virginia
$3.52K – – –
TFA
409
Toth Financial Advisory
Virginia
$3.33K +$3.37K +17 New
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$3.13K -$198 -1 -6%
SIC
411
SJS Investment Consulting
Ohio
$2.94K +$198 +1 +7%
GBT
412
Grove Bank & Trust
Florida
$2.74K +$2.77K +14 New
AF
413
Allworth Financial
California
$2.54K +$1.58K +8 +160%
AF
414
Advisornet Financial
Minnesota
$2.54K -$3.37K -17 -57%
MRCM
415
M&R Capital Management
New Jersey
$2.35K – – –
FFA
416
Farther Finance Advisors
California
$2.35K +$1.39K +7 +140%
GI
417
Gradient Investments
Minnesota
$1.56K – – –
FWM
418
Focused Wealth Management
New York
$1.19K – – –
CIA
419
Cape Investment Advisory
Georgia
$1.17K – – –
PPC
420
Park Place Capital
Alabama
$1.17K +$1.19K +6 New
AW
421
Avion Wealth
Texas
$1K – – –
FMP
422
Financial Management Professionals
Texas
$1K – – –
CAL
423
Capital Analysts LLC
Pennsylvania
$1K +$793 +4 New
BIA
424
Bell Investment Advisors
California
$783 -$793 -4 -50%
LIM
425
Longfellow Investment Management
Massachusetts
$783 – – –
15 16
17
18 19

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.