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Curtiss-Wright

319 hedge funds and large institutions have $3.91B invested in Curtiss-Wright in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,253% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $233K

27% more capital invested

Capital invested by funds: $3.07B → $3.91B (+$842M)

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more funds holding

Funds holding: 314319 (+5)

1.19% more ownership

Funds ownership: 79.85%81.04% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 121

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
102
Reduced
121
Closed
41
Calls
$3.15M
Puts
$233K
Net Calls
+$2.92M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$36.3M +$352K +3,331 +1%
AllianceBernstein
27
AllianceBernstein
Tennessee
$32.9M +$150K +1,422 +0.5%
SAM
28
Silvercrest Asset Management
New York
$31M +$1.25M +11,881 +5%
CCMG
29
Clark Capital Management Group
Pennsylvania
$30.7M -$1.78M -16,892 -6%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$29.6M +$26.9M +254,789 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$27.2M -$4.77M -45,230 -16%
Bank of America
32
Bank of America
North Carolina
$26.1M +$1.61M +15,259 +7%
GF
33
Gabelli Funds
New York
$25.8M -$707K -6,700 -3%
AQR Capital Management
34
AQR Capital Management
Connecticut
$25.3M -$20.3M -192,355 -47%
Wells Fargo
35
Wells Fargo
California
$25.1M -$4.02M -38,046 -15%
Goldman Sachs
36
Goldman Sachs
New York
$24.4M -$28.7M -271,905 -56%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$24M +$2.89M +27,396 +15%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$20.4M +$295K +2,795 +2%
Principal Financial Group
39
Principal Financial Group
Iowa
$19.4M +$4.53M +42,933 +35%
William Blair Investment Management
40
William Blair Investment Management
Illinois
$18.2M -$326K -3,084 -2%
UBS Group
41
UBS Group
Switzerland
$17.8M +$1.83M +17,310 +13%
Invesco
42
Invesco
Georgia
$16.7M +$279K +2,647 +2%
WHG
43
Westwood Holdings Group
Texas
$15.9M -$5.57M -52,746 -28%
Stifel Financial
44
Stifel Financial
Missouri
$15.8M +$460K +4,362 +3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14.8M +$200K +1,899 +2%
Legal & General Group
46
Legal & General Group
United Kingdom
$14.6M -$691K -6,551 -5%
Morgan Stanley
47
Morgan Stanley
New York
$13.8M +$3.53M +33,431 +39%
SFM
48
Systematic Financial Management
New Jersey
$13.7M +$279K +2,648 +2%
JP Morgan Chase
49
JP Morgan Chase
New York
$13.6M -$1.02M -9,670 -8%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$13.5M -$19.3K -183 -0.2%

CW Hedge Fund Activity: Q4 2020 in Review

319 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2020, worth a combined $3.91B — up 27% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CW positions and 41 closed out — a net gain of 6 holders — while 102 added to existing stakes and 121 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $28.7M.

  • 319 institutional investors held Curtiss-Wright (CW) as of Q4 2020, up from 314 in Q3 2020.
  • Funds reported $3.91B of Curtiss-Wright stock for Q4 2020, up 27% quarter-over-quarter.
  • 47 funds opened new Curtiss-Wright positions in Q4 2020 and 41 closed out, a net change of +6 holders.
  • The largest Curtiss-Wright buyer in Q4 2020 was Natural Investments, an estimated $104M added.
  • The largest Curtiss-Wright seller in Q4 2020 was Goldman Sachs, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.