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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
26
ArrowMark Colorado Holdings
Colorado
$58M +$2.89M +12,442 +6%
Victory Capital Management
27
Victory Capital Management
Texas
$53.5M -$8.4M -36,120 -15%
Fidelity International
28
Fidelity International
Bermuda
$52.6M +$44M +189,432 +1,165%
Goldman Sachs
29
Goldman Sachs
New York
$52.6M -$9.73M -41,845 -17%
EIP
30
Epoch Investment Partners
New York
$51.8M +$19.5M +83,882 +71%
Bank of America
31
Bank of America
North Carolina
$50.2M +$6.52M +28,057 +17%
CCMG
32
Clark Capital Management Group
Pennsylvania
$48.6M +$289K +1,242 +0.7%
DCM
33
Driehaus Capital Management
Illinois
$47.2M +$3.95M +16,973 +10%
SFM
34
Systematic Financial Management
New Jersey
$46.4M -$2.19M -9,417 -5%
Millennium Management
35
Millennium Management
New York
$44.7M +$12.3M +52,900 +43%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$42.4M +$800K +3,439 +2%
GI
37
GAMCO Investors
Connecticut
$42M -$372K -1,600 -1%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$38.2M -$256K -1,101 -0.7%
SCP
39
Seizert Capital Partners
Michigan
$38.1M +$621K +2,673 +2%
Fayez Sarofim & Co
40
Fayez Sarofim & Co
Texas
$37.7M
AQR Capital Management
41
AQR Capital Management
Connecticut
$37.6M +$10.4M +44,684 +44%
Principal Financial Group
42
Principal Financial Group
Iowa
$36.9M +$851K +3,660 +3%
Franklin Resources
43
Franklin Resources
California
$34.2M +$23.8M +102,229 +328%
GF
44
Gabelli Funds
New York
$33M -$465K -2,000 -2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$31.3M -$50.2K -216 -0.2%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$30.9M -$23.2M -99,666 -45%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$29.9M +$7.7M +33,110 +39%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$29.3M +$10.5M +44,974 +65%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$29.3M -$43.4M -186,658 -62%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$29.1M -$1.25M -5,355 -5%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.