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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
PGAM
451
Princeton Global Asset Management
New Jersey
$207K
JF
452
Jump Financial
Illinois
$205K -$5.62M -18,998 -97%
UCFA
453
United Capital Financial Advisors
Texas
$205K +$184K +623 New
CS
454
Cannell & Spears
New York
$204K +$183K +620 New
CA
455
CoreCap Advisors
Michigan
$203K +$183K +617 New
SWC
456
Spectrum Wealth Counsel
Indiana
$200K
MCM
457
Manchester Capital Management
Vermont
$195K
MA
458
Montag & Associates
Georgia
$195K +$45.6K +154 +35%
GI
459
GAMMA Investing
California
$167K +$70.7K +239 +89%
HNB
460
Hilltop National Bank
Wyoming
$164K
PP
461
Pacifica Partners
Canada
$164K
GRP
462
Global Retirement Partners
California
$159K +$33.1K +112 +30%
CA
463
Clearstead Advisors
Ohio
$155K +$2.66K +9 +2%
GC
464
Globeflex Capital
California
$153K
Toronto Dominion Bank
465
Toronto Dominion Bank
Ontario, Canada
$149K +$134K +454 New
OC
466
Oakworth Capital
Alabama
$139K
WTA
467
Washington Trust Advisors
Massachusetts
$138K
S
468
SignatureFD
Georgia
$132K +$8.58K +29 +8%
NC
469
nVerses Capital
Florida
$131K -$326K -1,100 -73%
HWA
470
HHM Wealth Advisors
Tennessee
$131K
QCG
471
Quadrant Capital Group
Ohio
$120K +$5.92K +20 +6%
EA
472
Evolution Advisers
Virginia
$115K
HWM
473
Hemington Wealth Management
Virginia
$106K +$91.1K +308 New
BTI
474
Blue Trust Inc
Georgia
$93.8K +$91.4K +309 +835%
SC
475
SouthState Corp
Florida
$92.7K

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.