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Curtiss-Wright
CW

338 hedge funds and large institutions have $4.58B invested in Curtiss-Wright in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 128 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.23B → $4.58B (+$355M)

2.44% more ownership

Funds ownership: 83.33% → 85.77% (+2.4%)

1% more funds holding

Funds holding: 336 → 338 (+2)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 128

33% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.52M

Holders
338
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
100
Reduced
128
Closed
35
Calls
$1.01M
Puts
$1.52M
Net Calls
-$501K
Net Calls Change
+$695K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$99.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$22M
4
American Century Companies
American Century Companies
Missouri
+$19.5M
5
Invesco
Invesco
Georgia
+$8.73M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.4M
2
Lazard Asset Management
Lazard Asset Management
New York
-$19.5M
3
BlackRock
BlackRock
New York
-$14.2M
4
RRAM
River Road Asset Management
Kentucky
-$13.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$35.4M -$228K -1,610 -0.6%
Morgan Stanley
27
Morgan Stanley
New York
$33.2M +$3.39M +23,875 +11%
SFM
28
Systematic Financial Management
New Jersey
$32.5M +$1.06M +7,434 +3%
Bank of America
29
Bank of America
North Carolina
$32M -$3.39M -23,903 -9%
Lazard Asset Management
30
Lazard Asset Management
New York
$30.4M -$19.5M -137,545 -39%
GI
31
GAMCO Investors
Connecticut
$28.9M -$1.94M -13,700 -6%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8M -$205K -1,442 -0.7%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$27.8M – – –
AQR Capital Management
34
AQR Capital Management
Connecticut
$26.7M -$3.32M -23,362 -11%
Wells Fargo
35
Wells Fargo
California
$24.3M +$656K +4,622 +3%
RRAM
36
River Road Asset Management
Kentucky
$24.1M -$13.3M -93,522 -35%
GF
37
Gabelli Funds
New York
$23.4M -$568K -4,000 -2%
UBS Group
38
UBS Group
Switzerland
$21.7M -$1.64M -11,524 -7%
Principal Financial Group
39
Principal Financial Group
Iowa
$20.8M -$238K -1,677 -1%
GACM
40
Global Alpha Capital Management
Quebec, Canada
$20.7M +$8.09M +57,034 +62%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.6M +$1.06M +7,500 +5%
PFC
42
Poplar Forest Capital
California
$20.3M -$57.8K -407 -0.3%
PAMP
43
Polar Asset Management Partners
Ontario, Canada
$19.8M +$1.11M +7,800 +6%
Goldman Sachs
44
Goldman Sachs
New York
$19.5M -$4.5M -31,688 -18%
Stifel Financial
45
Stifel Financial
Missouri
$16.9M +$25.4K +179 +0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$16.9M +$280K +1,975 +2%
Fayez Sarofim & Co
47
Fayez Sarofim & Co
Texas
$16.7M – – –
RP
48
Reinhart Partners
Wisconsin
$15.6M -$596K -4,202 -4%
DCM
49
Driehaus Capital Management
Illinois
$14.5M +$236K +1,664 +2%
AACP
50
Advantage Alpha Capital Partners
California
$14.2M +$3.28M +23,139 +29%
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CW Hedge Fund Activity: Q3 2022 in Review

338 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2022, worth a combined $4.58B — up 8.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CW positions and 35 closed out — a net gain of 5 holders — while 100 added to existing stakes and 128 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.5M. The largest seller was Fidelity Investments, cutting an estimated $29.4M.

  • 338 institutional investors held Curtiss-Wright (CW) as of Q3 2022, up from 336 in Q2 2022.
  • Funds reported $4.58B of Curtiss-Wright stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Curtiss-Wright positions in Q3 2022 and 35 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2022 was Ameriprise, an estimated $99.5M added.
  • The largest Curtiss-Wright seller in Q3 2022 was Fidelity Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.