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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$85.1M -$12.9M -43,445 -14%
ACH
27
ArrowMark Colorado Holdings
Colorado
$80.7M +$3.24M +10,959 +5%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$79.6M -$45.9M -155,189 -39%
Charles Schwab
29
Charles Schwab
California
$78.6M -$541K -1,828 -0.8%
AQR Capital Management
30
AQR Capital Management
Connecticut
$78M +$10.3M +34,782 +17%
Bank of America
31
Bank of America
North Carolina
$66.1M +$2.62M +8,850 +5%
CCMG
32
Clark Capital Management Group
Pennsylvania
$65.5M +$1.65M +5,584 +3%
MP
33
Munro Partners
Australia
$63M +$7.19M +24,290 +15%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$58.5M +$25.2M +85,013 +91%
GACM
35
Global Alpha Capital Management
Quebec, Canada
$58.3M -$36.9M -124,846 -41%
Goldman Sachs
36
Goldman Sachs
New York
$56M -$15.4M -52,131 -23%
Select Equity Group
37
Select Equity Group
New York
$55.4M -$54.8M -185,338 -52%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$53.2M -$1.59M -5,371 -3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$52.6M +$10.3M +34,706 +28%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$51.9M +$11.2M +37,717 +31%
Two Sigma Investments
41
Two Sigma Investments
New York
$50.2M +$5.53M +18,690 +14%
GI
42
GAMCO Investors
Connecticut
$49M -$3.26M -11,012 -7%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$48.7M
Millennium Management
44
Millennium Management
New York
$48.5M -$27.2M -91,766 -38%
SFM
45
Systematic Financial Management
New Jersey
$48.1M -$409K -1,383 -0.9%
Prudential Financial
46
Prudential Financial
New Jersey
$43.7M -$37.2M -125,658 -49%
HJGA
47
Hardman Johnston Global Advisors
Connecticut
$42.5M -$1.81M -6,125 -5%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$41.3M -$2.14M -7,227 -5%
GF
49
Gabelli Funds
New York
$40.7M -$874K -2,954 -2%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$40.2M +$6.82M +23,040 +23%

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.