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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
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$16.4K
WIA
452
Wetzel Investment Advisors
Indiana
$15.7K +$2.09K +9 +17%
TLCM
453
Twin Lakes Capital Management
California
$13.6K
LC
454
Lindbrook Capital
California
$12.8K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$12.5K +$2.33K +10 +26%
LFA
456
LGT Financial Advisors
Texas
$12K
JWA
457
JFS Wealth Advisors
Pennsylvania
$11.3K -$465 -2 -4%
TFGT
458
TS Financial Group (TSFG)
Illinois
$9K -$6.97K -30 -46%
RFS
459
Richardson Financial Services
Massachusetts
$8.96K -$930 -4 -10%
BBHC
460
Brown Brothers Harriman & Co
New York
$8.7K
FCA
461
FinTrust Capital Advisors
South Carolina
$7.93K
AA
462
Ancora Advisors
Ohio
$7.68K
RF
463
Robinswood Financial
Washington
$6.17K
GM
464
GeoWealth Management
Illinois
$6.14K +$5.58K +24 New
PWMG
465
Prestige Wealth Management Group
New Jersey
$5.64K
UB
466
UMB Bank
Missouri
$5.63K -$2.56K -11 -33%
MAM
467
Meeder Asset Management
Ohio
$5.38K +$4.88K +21 New
HBW
468
Hazlett, Burt & Watson
West Virginia
$5K
Mitsubishi UFJ Asset Management
469
Mitsubishi UFJ Asset Management
Japan
$4.86K
CT
470
Colonial Trust
South Carolina
$4.56K
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$4.09K
SIC
472
SJS Investment Consulting
Ohio
$3.84K -$232 -1 -6%
CFO
473
CVA Family Office
Colorado
$3.84K
CMBA
474
C.M. Bidwell & Associates
Hawaii
$3.84K +$3.49K +15 New
SAM
475
Smartleaf Asset Management
Massachusetts
$3.8K +$3.25K +14 +1,400%

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.