Curtiss-Wright
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.
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%)
Top Buyers
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.9M |
| 2 |
Select Equity Group
New York
|
-$31.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.2M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$22.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$21.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
451
AXQ Capital
Jersey City,
New Jersey
| – | -$285K | -1,550 | Closed |
|
|
GHA
452
GW Henssler & Associates
Kennesaw,
Georgia
| – | -$264K | -1,439 | Closed |
|
453
Man Group
London,
United Kingdom
| – | -$213K | -1,159 | Closed |
|
|
SOW
454
State of Wyoming
Cheyenne,
Wyoming
| – | -$123K | -672 | Closed |
|
|
ACA
455
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$20K | -109 | Closed |
|
|
CFO
456
CVA Family Office
Denver,
Colorado
| – | -$2.75K | -15 | Closed |
|
|
IGWM
457
ICA Group Wealth Management
Denver,
Colorado
| – | -$2.39K | -13 | Closed |
|
|
DI
458
Disciplined Investments
Tulsa,
Oklahoma
| – | -$2.02K | -11 | Closed |
|
|
FA
459
Fiduciary Alliance
Greenville,
South Carolina
| – | -$1.29K | -7 | Closed |
|
460
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -3 | Closed |
|
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.