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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$45.7M -$21.7M -109,600 -32%
Bank of America
27
Bank of America
North Carolina
$43.2M +$4.42M +22,312 +11%
Goldman Sachs
28
Goldman Sachs
New York
$40.7M +$12.1M +61,088 +42%
SFM
29
Systematic Financial Management
New Jersey
$40.2M -$1.95M -9,864 -5%
GACM
30
Global Alpha Capital Management
Quebec, Canada
$38.4M +$19.8K +100 +0.1%
GI
31
GAMCO Investors
Connecticut
$33.7M -$825K -4,161 -2%
Millennium Management
32
Millennium Management
New York
$33.3M +$30.1M +152,057 +846%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$31.4M +$31.8M +160,434 New
CCMG
34
Clark Capital Management Group
Pennsylvania
$30.6M +$17.1M +86,250 +123%
ACH
35
ArrowMark Colorado Holdings
Colorado
$29.8M +$30.2M +152,143 New
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$29.6M -$3.09M -15,602 -9%
GF
37
Gabelli Funds
New York
$29.2M -$1.37M -6,900 -4%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$28.8M +$5.12M +25,856 +21%
Principal Financial Group
39
Principal Financial Group
Iowa
$27.6M -$529K -2,667 -2%
EIP
40
Epoch Investment Partners
New York
$25.5M -$2.33M -11,769 -8%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$23.6M -$493K -2,488 -2%
SCP
42
Seizert Capital Partners
Michigan
$21.9M +$19.3M +97,392 +675%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.7M +$1.86M +9,375 +10%
CRC
44
Curi RMB Capital
Illinois
$19.9M +$439K +2,216 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$19.9M -$1.83M -9,210 -8%
JP Morgan Chase
46
JP Morgan Chase
New York
$19.4M +$285K +1,437 +1%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$18.8M -$1.64M -8,284 -8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$18.7M +$12.1M +61,173 +177%
PP
49
Prospector Partners
Connecticut
$18.2M +$29.7K +150 +0.2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$18.1M -$253K -1,276 -1%
1
2
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CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.