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Curtiss-Wright

622 hedge funds and large institutions have $11.3B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $7.77M

184% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 38

11% more funds holding

Funds holding: 561622 (+61)

10% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.06B)

1.61% more ownership

Funds ownership: 82%83.61% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 201

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
622
Holders Change
+61
Holders Change %
+10.87%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
208
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
451
Summit Financial
New Jersey
$251K +$255K +707 New
BWIA
452
Bryant Woods Investment Advisors
New York
$246K
GT
453
Greenleaf Trust
Michigan
$245K +$5.76K +16 +2%
LG
454
LaFleur & Godfrey
Michigan
$243K
Focus Partners Wealth
455
Focus Partners Wealth
Massachusetts
$241K +$245K +680 New
IWM
456
IHT Wealth Management
Illinois
$241K -$6.12K -17 -2%
AFG
457
Atomi Financial Group
New York
$239K +$243K +675 New
DWM
458
Dakota Wealth Management
Florida
$239K -$3.6K -10 -1%
PFPT
459
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K
PCM
460
Pennsylvania Capital Management
Pennsylvania
$238K +$720 +2 +0.3%
QCM
461
QRG Capital Management
Illinois
$237K +$241K +668 New
GRP
462
Global Retirement Partners
California
$236K +$64.8K +180 +37%
MNBTD
463
Moody National Bank Trust Division
Texas
$232K
AP
464
Atwood & Palmer
Missouri
$230K
VF
465
Virtu Financial
New York
$229K +$233K +646 New
HPC
466
HM Payson & Co
Maine
$229K
PMAM
467
Picton Mahoney Asset Management
Ontario, Canada
$227K +$230K +640 New
PGAM
468
Princeton Global Asset Management
New Jersey
$224K
CFO
469
Callan Family Office
Pennsylvania
$223K +$227K +629 New
DWM
470
David Wealth Management
Virginia
$221K +$225K +624 New
IA
471
IFG Advisory
Georgia
$221K +$225K +624 New
BFM
472
Boothbay Fund Management
New York
$219K -$162K -451 -42%
CS
473
Cannell & Spears
New York
$218K -$2.52K -7 -1%
PCS
474
Personal CFO Solutions
New Jersey
$217K +$220K +611 New
SWC
475
Spectrum Wealth Counsel
Indiana
$216K

CW Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2024, worth a combined $11.3B — up 10% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CW positions and 38 closed out — a net gain of 70 holders — while 208 added to existing stakes and 201 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $135M. The largest seller was International Assets Investment Management, cutting an estimated $145M.

  • 622 institutional investors held Curtiss-Wright (CW) as of Q4 2024, up from 561 in Q3 2024.
  • Funds reported $11.3B of Curtiss-Wright stock for Q4 2024, up 10% quarter-over-quarter.
  • 108 funds opened new Curtiss-Wright positions in Q4 2024 and 38 closed out, a net change of +70 holders.
  • The largest Curtiss-Wright buyer in Q4 2024 was William Blair Investment Management, an estimated $135M added.
  • The largest Curtiss-Wright seller in Q4 2024 was International Assets Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.