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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
HI
426
Harbour Investments
Wisconsin
$71.8K
GI
427
GAMMA Investing
California
$65.8K +$232 +1 +0.4%
OCM
428
Orion Capital Management
California
$63.5K
AGWCA
429
Annis Gardner Whiting Capital Advisors
Florida
$54.3K +$49.3K +212 New
CA
430
CoreCap Advisors
Michigan
$51.2K +$46.5K +200 New
PA
431
Parallel Advisors
California
$50.2K +$1.4K +6 +3%
FHA
432
First Horizon Advisors
Tennessee
$47.9K +$4.18K +18 +11%
S
433
Sachetta
Massachusetts
$45.2K
VWM
434
Venturi Wealth Management
Texas
$44.5K +$5.81K +25 +17%
AWM
435
Avior Wealth Management
Nebraska
$44.3K +$40.2K +173 New
Nomura Asset Management
436
Nomura Asset Management
Japan
$35.8K
WSC
437
Wellington Shields & Co
New York
$33.8K
TFIPS
438
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.3K
CMA
439
Cedar Mountain Advisors
Oregon
$32.8K
EWA
440
EverSource Wealth Advisors
Alabama
$30.9K +$27K +116 +1,933%
CIM
441
Contravisory Investment Management
Massachusetts
$30.7K +$1.4K +6 +5%
JWM
442
Janiczek Wealth Management
Colorado
$27.9K +$2.33K +10 +10%
C
443
Covestor
United Kingdom
$25K
BFEC
444
Benjamin F. Edwards & Company
Missouri
$24K
QL
445
Quarry LP
New York
$23.3K +$3.02K +13 +17%
RA
446
Rise Advisors
New York
$23.3K +$21.2K +91 New
CAM
447
Creekmur Asset Management
Illinois
$21K -$14.2K -61 -43%
FFA
448
Farther Finance Advisors
California
$20.6K +$5.12K +22 +38%
TCOV
449
Trust Company of Vermont
Vermont
$20.5K
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$232 +1 +2%

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.