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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
LFG
426
Larson Financial Group
Missouri
$783 +$793 +4 New
LSA
427
Leonteq Securities AG
Switzerland
$587 -$66.8K -337 -99%
FGAM
428
Financial Gravity Asset Management
Texas
$406 +$396 +2 New
VCM
429
Versant Capital Management
Arizona
$391 – – –
HI
430
Horizon Investments
North Carolina
$391 +$396 +2 New
TWP
431
TFO Wealth Partners
Ohio
$367 – – –
BF
432
BOK Financial
Oklahoma
$199 +$198 +1 New
PTC
433
Private Trust Company
Ohio
$196 – – –
Balyasny Asset Management
434
Balyasny Asset Management
Illinois
– -$25.2M -137,356 Closed
Skandinaviska Enskilda Banken (SEB)
435
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$22.8M -124,200 Closed
WP
436
Woodline Partners
California
– -$8.37M -45,558 Closed
WMSA
437
Weiss Multi-Strategy Advisers
New York
– -$6.1M -33,208 Closed
JFG
438
Jefferies Financial Group
New York
– -$5.93M -32,300 Closed
UOC
439
UBS O'Connor
Illinois
– -$3.1M -16,859 Closed
N
440
Natixis
France
– -$1.97M -10,700 Closed
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.68M -9,173 Closed
PAMP
442
Polar Asset Management Partners
Ontario, Canada
– -$1.65M -9,000 Closed
E
443
Ergoteles
New York
– -$1.58M -8,617 Closed
WAM
444
Wolverine Asset Management
Illinois
– -$1.29M -7,000 Closed
OQS
445
Occudo Quantitative Strategies
Florida
– -$1.03M -5,623 Closed
MPM
446
Meritage Portfolio Management
Kansas
– -$777K -4,233 Closed
Allianz Asset Management
447
Allianz Asset Management
Germany
– -$671K -3,653 Closed
PA
448
PFG Advisors
Arizona
– -$590K -3,211 Closed
MC
449
Maverick Capital
Texas
– -$452K -2,463 Closed
DCM
450
Dupont Capital Management
Delaware
– -$398K -2,169 Closed
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.