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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
WP
401
Wealthspan Partners
Iowa
$205K +$186K +800 New
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$204K -$69.7K -300 -27%
KBC Group
403
KBC Group
Belgium
$202K +$18.4K +79 +11%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$193K +$2.09K +9 +1%
IA
405
IFP Advisors
Florida
$185K -$465 -2 -0.3%
AP
406
Atwood & Palmer
Missouri
$166K +$1.86K +8 +1%
HPC
407
HM Payson & Co
Maine
$163K
PGAM
408
Princeton Global Asset Management
New Jersey
$161K -$116K -500 -44%
SWC
409
Spectrum Wealth Counsel
Indiana
$156K
MCM
410
Manchester Capital Management
Vermont
$152K +$138K +593 New
HNB
411
Hilltop National Bank
Wyoming
$128K +$116K +500 New
PP
412
Pacifica Partners
Canada
$125K
SPIA
413
Steward Partners Investment Advisory
New York
$121K
GC
414
Globeflex Capital
California
$119K +$108K +465 New
OC
415
Oakworth Capital
Alabama
$113K -$1.4K -6 -1%
MA
416
Montag & Associates
Georgia
$112K +$8.14K +35 +9%
WTA
417
Washington Trust Advisors
Massachusetts
$107K
S
418
SignatureFD
Georgia
$101K +$4.18K +18 +5%
GRP
419
Global Retirement Partners
California
$93.2K +$930 +4 +1%
EA
420
Evolution Advisers
Virginia
$90K
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$88K +$10.7K +46 +16%
QCG
422
Quadrant Capital Group
Ohio
$85.5K
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$84K +$76.7K +330 New
CA
424
Clearstead Advisors
Ohio
$81.9K
SC
425
SouthState Corp
Florida
$72.2K -$20.9K -90 -24%

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.