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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
426
EPIQ Capital Group
California
$253K +$296 +1 +0.1%
PWM
427
Prosperity Wealth Management
California
$251K
BP
428
Ballentine Partners
Massachusetts
$250K +$225K +762 New
FFA
429
Farther Finance Advisors
California
$249K -$226K -763 -50%
PI
430
PFG Investments
New York
$243K
AWA
431
Aaron Wealth Advisors
Illinois
$242K +$218K +737 New
EI
432
Ellevest Inc
New York
$241K +$217K +734 New
CAM
433
Claret Asset Management
Quebec, Canada
$240K +$216K +731 New
EC
434
EntryPoint Capital
New York
$237K +$213K +721 New
CCA
435
Checchi Capital Advisers
California
$236K +$212K +718 New
BRWA
436
B. Riley Wealth Advisors
Florida
$230K +$205K +692 New
IWM
437
IHT Wealth Management
Illinois
$229K +$206K +697 New
BWIA
438
Bryant Woods Investment Advisors
New York
$227K +$205K +692 New
IA
439
IFP Advisors
Florida
$226K -$10.1K -34 -5%
LG
440
LaFleur & Godfrey
Michigan
$225K +$203K +685 New
DWM
441
Dakota Wealth Management
Florida
$225K -$22.5K -76 -10%
AG
442
Ascent Group
Virginia
$224K +$201K +680 New
KCM
443
Kathmere Capital Management
Pennsylvania
$222K +$199K +674 New
PFPT
444
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K +$199K +674 New
GT
445
Greenleaf Trust
Michigan
$221K +$199K +673 New
PCM
446
Pennsylvania Capital Management
Pennsylvania
$220K +$198K +669 New
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$217K +$116K +391 +145%
MNBTD
448
Moody National Bank Trust Division
Texas
$215K +$194K +654 New
AP
449
Atwood & Palmer
Missouri
$213K
HPC
450
HM Payson & Co
Maine
$212K +$2.66K +9 +1%

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.