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Curtiss-Wright
CW

478 hedge funds and large institutions have $7.14B invested in Curtiss-Wright in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,466% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $223K

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 150

15% more capital invested

Capital invested by funds: $6.19B → $7.14B (+$952M)

10% more funds holding

Funds holding: 434 → 478 (+44)

1.25% more ownership

Funds ownership: 82.52% → 83.77% (+1.3%)

Holders
478
Holders Change
+44
Holders Change %
+10.14%
% of All Funds
6.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
76
Increased
174
Reduced
150
Closed
26
Calls
$7.95M
Puts
$223K
Net Calls
+$7.73M
Net Calls Change
+$5.09M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$159M
2
Prudential Financial
Prudential Financial
New Jersey
+$25.6M
3
Deutsche Bank
Deutsche Bank
Germany
+$25.1M
4
Invesco
Invesco
Georgia
+$21.4M
5
DCM
Driehaus Capital Management
Illinois
+$18.5M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$73.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$65M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$56.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
American Century Companies
American Century Companies
Missouri
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
451
SJS Investment Consulting
Ohio
$3.57K +$209 +1 +7%
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$3.56K – – –
CFO
453
CVA Family Office
Colorado
$3.34K +$3.14K +15 New
IGWM
454
ICA Group Wealth Management
Colorado
$2.9K +$2.72K +13 New
AF
455
Advisornet Financial
Minnesota
$2.67K -$209 -1 -8%
MRCM
456
M&R Capital Management
New Jersey
$2.67K – – –
BGAI
457
Bruce G. Allen Investments
Colorado
$2.23K +$2.09K +10 New
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$2.23K +$2.09K +10 New
RFG
459
RFP Financial Group
Georgia
$2K +$1.88K +9 New
GI
460
Gradient Investments
Minnesota
$1.78K – – –
FWM
461
Focused Wealth Management
New York
$1.35K – – –
AF
462
Allworth Financial
California
$1.34K -$1.47K -7 -54%
CIA
463
Cape Investment Advisory
Georgia
$1.34K – – –
PPC
464
Park Place Capital
Alabama
$1.34K – – –
EWA
465
EverSource Wealth Advisors
Alabama
$1.34K +$1.25K +6 New
AW
466
Avion Wealth
Texas
$1K – – –
FMP
467
Financial Management Professionals
Texas
$1K – – –
BIA
468
Bell Investment Advisors
California
$892 – – –
LIM
469
Longfellow Investment Management
Massachusetts
$891 – – –
FGAM
470
Financial Gravity Asset Management
Texas
$868 +$418 +2 +100%
VWA
471
Valued Wealth Advisors
Utah
$787 +$837 +4 New
HI
472
Horizon Investments
North Carolina
$668 +$209 +1 +50%
TWP
473
TFO Wealth Partners
Ohio
$446 – – –
VCM
474
Versant Capital Management
Arizona
$446 – – –
PTC
475
Private Trust Company
Ohio
$223 – – –
17 18
19
20 21

CW Hedge Fund Activity: Q4 2023 in Review

478 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2023, worth a combined $7.14B — up 15% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CW positions and 26 closed out — a net gain of 50 holders — while 174 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Boston Partners, cutting an estimated $73.6M.

  • 478 institutional investors held Curtiss-Wright (CW) as of Q4 2023, up from 434 in Q3 2023.
  • Funds reported $7.14B of Curtiss-Wright stock for Q4 2023, up 15% quarter-over-quarter.
  • 76 funds opened new Curtiss-Wright positions in Q4 2023 and 26 closed out, a net change of +50 holders.
  • The largest Curtiss-Wright buyer in Q4 2023 was Morgan Stanley, an estimated $159M added.
  • The largest Curtiss-Wright seller in Q4 2023 was Boston Partners, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.