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Curtiss-Wright

622 hedge funds and large institutions have $11.3B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $7.77M

184% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 38

11% more funds holding

Funds holding: 561622 (+61)

10% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.06B)

1.61% more ownership

Funds ownership: 82%83.61% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 201

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
622
Holders Change
+61
Holders Change %
+10.87%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
208
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
401
MeadowBrook Investment Advisors
Michigan
$371K -$54K -150 -13%
SVWAG
402
Sound View Wealth Advisors Group
Georgia
$360K
APP
403
Avantax Planning Partners
Iowa
$356K +$3.96K +11 +1%
ALC
404
Alexander Labrunerie & Co
Missouri
$355K
HWA
405
Heartwood Wealth Advisors
Virginia
$355K
AMG
406
Asset Management Group
Connecticut
$349K +$720 +2 +0.2%
PIM
407
Penobscot Investment Management
Massachusetts
$348K +$28.8K +80 +9%
FIA
408
Foundations Investment Advisors
Arizona
$347K +$2.16K +6 +0.6%
NHT
409
New Hampshire Trust
New Hampshire
$345K -$75.6K -210 -18%
NA
410
NewEdge Advisors
Louisiana
$339K +$329K +914 +2,229%
EWA
411
EP Wealth Advisors
California
$337K +$15.5K +43 +5%
SRL
412
Scientech Research LLC
New Jersey
$337K +$342K +949 New
CG
413
Caprock Group
Idaho
$336K +$20.5K +57 +6%
PA
414
Profund Advisors
Maryland
$333K -$42.1K -117 -11%
IAA
415
Independent Advisor Alliance
North Carolina
$331K +$40.3K +112 +14%
MYAM
416
Meiji Yasuda Asset Management
Japan
$329K -$5.76K -16 -2%
GSF
417
Grove Street Fiduciary
New Hampshire
$329K +$333K +926 New
CAG
418
Csenge Advisory Group
Florida
$327K +$18.4K +51 +6%
JFG
419
Jefferies Financial Group
New York
$326K -$2.35M -6,525 -88%
CIP
420
Cornerstone Investment Partners
Georgia
$326K +$11.5K +32 +4%
Squarepoint
421
Squarepoint
New York
$321K +$17.6K +49 +6%
TSS
422
Two Sigma Securities
New York
$318K +$323K +897 New
MSR
423
Main Street Research
Connecticut
$315K
Toronto Dominion Bank
424
Toronto Dominion Bank
Ontario, Canada
$314K +$156K +432 +95%
MQWP
425
Morey & Quinn Wealth Partners
Nebraska
$309K +$314K +871 New

CW Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2024, worth a combined $11.3B — up 10% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CW positions and 38 closed out — a net gain of 70 holders — while 208 added to existing stakes and 201 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $135M. The largest seller was International Assets Investment Management, cutting an estimated $145M.

  • 622 institutional investors held Curtiss-Wright (CW) as of Q4 2024, up from 561 in Q3 2024.
  • Funds reported $11.3B of Curtiss-Wright stock for Q4 2024, up 10% quarter-over-quarter.
  • 108 funds opened new Curtiss-Wright positions in Q4 2024 and 38 closed out, a net change of +70 holders.
  • The largest Curtiss-Wright buyer in Q4 2024 was William Blair Investment Management, an estimated $135M added.
  • The largest Curtiss-Wright seller in Q4 2024 was International Assets Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.