We are live on ! Find out more
CW icon

Curtiss-Wright

307 hedge funds and large institutions have $4.63B invested in Curtiss-Wright in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.02B → $4.63B (+$603M)

3% more funds holding

Funds holding: 297307 (+10)

0.11% more ownership

Funds ownership: 76.43%76.54% (+0.11%)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $7.79M

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
7.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
100
Reduced
118
Closed
26
Calls
$3.56M
Puts
$7.79M
Net Calls
-$4.23M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CRM
26
Cramer Rosenthal McGlynn
Connecticut
$31.2M +$1.62M +12,315 +6%
American Century Companies
27
American Century Companies
Missouri
$29.5M -$9.12M -69,505 -24%
Millennium Management
28
Millennium Management
New York
$28.7M -$40.3M -307,561 -60%
Principal Financial Group
29
Principal Financial Group
Iowa
$27.2M +$121K +926 +0.5%
Bank of America
30
Bank of America
North Carolina
$26.7M +$1.81M +13,771 +8%
TA
31
Teachers Advisors
New York
$26.2M -$7.09M -54,018 -22%
TCIM
32
TIAA CREF Investment Management
New York
$26M +$8.74M +66,627 +54%
WHG
33
Westwood Holdings Group
Texas
$26M -$6.51M -49,593 -21%
Invesco
34
Invesco
Georgia
$25.5M +$7.74M +58,973 +46%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$24.9M -$72.4K -552 -0.3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$23.8M +$1.55M +11,795 +7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$22.9M -$8.93M -68,058 -29%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$20.7M -$1.05K -8 -0%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$20.6M +$418K +3,188 +2%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$19.1M -$354K -2,700 -2%
Man Group
41
Man Group
United Kingdom
$18.4M +$7.48M +57,030 +74%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$17.8M -$4.53M -34,527 -21%
Morgan Stanley
43
Morgan Stanley
New York
$17.7M -$14.2M -108,068 -46%
WRF
44
Waddell & Reed Financial
Kansas
$17.6M +$4.36M +33,266 +35%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$17.5M +$668K +5,092 +4%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$17.3M -$37.6M -286,606 -69%
Citadel Advisors
47
Citadel Advisors
Florida
$17M -$9.29M -70,853 -36%
Fayez Sarofim & Co
48
Fayez Sarofim & Co
Texas
$16.5M -$18.1K -138 -0.1%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$16.4M -$1.07M -8,180 -6%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$15.7M -$3.43M -26,167 -19%

CW Hedge Fund Activity: Q3 2018 in Review

307 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2018, worth a combined $4.63B — up 15% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CW positions and 26 closed out — a net gain of 12 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $63.7M. The largest seller was Millennium Management, cutting an estimated $40.3M.

  • 307 institutional investors held Curtiss-Wright (CW) as of Q3 2018, up from 297 in Q2 2018.
  • Funds reported $4.63B of Curtiss-Wright stock for Q3 2018, up 15% quarter-over-quarter.
  • 38 funds opened new Curtiss-Wright positions in Q3 2018 and 26 closed out, a net change of +12 holders.
  • The largest Curtiss-Wright buyer in Q3 2018 was AQR Capital Management, an estimated $63.7M added.
  • The largest Curtiss-Wright seller in Q3 2018 was Millennium Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2018.