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Curtiss-Wright
CW

299 hedge funds and large institutions have $4.26B invested in Curtiss-Wright in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.97B → $4.26B (+$282M)

0.59% more ownership

Funds ownership: 81.91% → 82.5% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 104

3% less funds holding

Funds holding: 309 → 299 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

33% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $3.2M

Holders
299
Holders Change
-10
Holders Change %
-3.24%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
103
Reduced
104
Closed
38
Calls
$2.16M
Puts
$3.2M
Net Calls
-$1.04M
Net Calls Change
+$1.47M

Top Buyers

1
Invesco
Invesco
Georgia
+$50.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$25.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.8M
4
RRAM
River Road Asset Management
Kentucky
+$19.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$17.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$25.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.8M
3
BlackRock
BlackRock
New York
-$16.8M
4
Norges Bank
Norges Bank
Norway
-$10.9M
5
State Street
State Street
Massachusetts
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$39.4M -$1.55M -12,937 -4%
Ameriprise
27
Ameriprise
Minnesota
$39.4M -$3.95M -33,023 -10%
Wells Fargo
28
Wells Fargo
California
$36.9M +$2.25M +18,830 +7%
AllianceBernstein
29
AllianceBernstein
Tennessee
$33.9M +$3.54M +29,581 +12%
GI
30
GAMCO Investors
Connecticut
$33.8M -$278K -2,324 -0.9%
ClearBridge Investments
31
ClearBridge Investments
New York
$32.6M -$2.03M -17,014 -6%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$27.2M +$25.7M +215,270 New
First Trust Advisors
33
First Trust Advisors
Illinois
$26.4M -$5.72M -47,828 -19%
Prudential Financial
34
Prudential Financial
New Jersey
$26.1M +$928K +7,765 +4%
SFM
35
Systematic Financial Management
New Jersey
$25.7M +$1.4M +11,709 +6%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$25.2M -$825K -6,904 -3%
AQR Capital Management
37
AQR Capital Management
Connecticut
$24.4M -$2.48M -20,781 -10%
Principal Financial Group
38
Principal Financial Group
Iowa
$24.3M -$171K -1,433 -0.7%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.7M +$17.1M +143,141 +320%
GF
40
Gabelli Funds
New York
$23M -$1.14M -9,500 -5%
UBS Group
41
UBS Group
Switzerland
$22.1M +$4.06K +34 +0%
PFC
42
Poplar Forest Capital
California
$21M +$10.8M +90,630 +119%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$19M -$6.21M -51,938 -26%
Goldman Sachs
44
Goldman Sachs
New York
$17.5M +$366K +3,063 +2%
Stifel Financial
45
Stifel Financial
Missouri
$17.3M +$244K +2,045 +2%
Jennison Associates
46
Jennison Associates
New York
$17.1M -$47.3K -396 -0.3%
RP
47
Reinhart Partners
Wisconsin
$16.6M -$1.41M -11,812 -8%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$15.1M -$2.11M -17,613 -13%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$14.3M -$622K -5,202 -4%
Fayez Sarofim & Co
50
Fayez Sarofim & Co
Texas
$14M -$86.7K -725 -0.6%
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CW Hedge Fund Activity: Q3 2021 in Review

299 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2021, worth a combined $4.26B — up 7.1% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CW and 30 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 103 added.

The largest buyer was Invesco, adding an estimated $50.6M. The largest seller was Millennium Management, cutting an estimated $25.5M.

  • 299 institutional investors held Curtiss-Wright (CW) as of Q3 2021, down from 309 in Q2 2021.
  • Funds reported $4.26B of Curtiss-Wright stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 30 funds opened new Curtiss-Wright positions in Q3 2021 and 38 closed out, a net change of -8 holders.
  • The largest Curtiss-Wright buyer in Q3 2021 was Invesco, an estimated $50.6M added.
  • The largest Curtiss-Wright seller in Q3 2021 was Millennium Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2021.