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Curtiss-Wright

622 hedge funds and large institutions have $11.3B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $7.77M

184% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 38

11% more funds holding

Funds holding: 561622 (+61)

10% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.06B)

1.61% more ownership

Funds ownership: 82%83.61% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 201

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
622
Holders Change
+61
Holders Change %
+10.87%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
208
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$92.1M +$58.9M +163,433 +170%
Charles Schwab
27
Charles Schwab
California
$84.2M -$698K -1,939 -0.8%
UBS Group
28
UBS Group
Switzerland
$79.6M +$44.2M +122,754 +121%
EIP
29
Epoch Investment Partners
New York
$78.3M -$31.5M -87,395 -28%
MP
30
Munro Partners
Australia
$75.8M +$7.92M +21,988 +11%
AQR Capital Management
31
AQR Capital Management
Connecticut
$75.3M -$10.1M -28,066 -12%
N
32
Nuveen
North Carolina
$73.6M -$21.3M -59,069 -22%
ACH
33
ArrowMark Colorado Holdings
Colorado
$72.7M -$14.7M -40,713 -17%
CCMG
34
Clark Capital Management Group
Pennsylvania
$71.4M +$595K +1,651 +0.8%
Fidelity International
35
Fidelity International
Bermuda
$70.8M +$30.1M +83,491 +72%
Goldman Sachs
36
Goldman Sachs
New York
$68.4M +$8.02M +22,259 +13%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$64.7M -$27.6M -76,699 -30%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$63.8M -$22.5M -62,568 -26%
TCM
39
TimesSquare Capital Management
New York
$62.5M +$60M +166,672 +1,773%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$60.7M +$3.92M +10,880 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$56.6M +$585K +1,624 +1%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$56.2M -$1.3M -3,605 -2%
JP Morgan Chase
43
JP Morgan Chase
New York
$54.5M +$12.4M +34,489 +29%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$52.6M
GI
45
GAMCO Investors
Connecticut
$51.8M -$1.13M -3,125 -2%
UBS AM
46
UBS AM
Illinois
$50.9M +$8.31M +23,067 +19%
SFM
47
Systematic Financial Management
New Jersey
$49.8M -$2.14M -5,948 -4%
Two Sigma Investments
48
Two Sigma Investments
New York
$49.6M -$4.72M -13,103 -9%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$47.8M +$4.38M +12,151 +10%
HJGA
50
Hardman Johnston Global Advisors
Connecticut
$44.2M -$1.69M -4,679 -4%

CW Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2024, worth a combined $11.3B — up 10% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CW positions and 38 closed out — a net gain of 70 holders — while 208 added to existing stakes and 201 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $135M. The largest seller was International Assets Investment Management, cutting an estimated $145M.

  • 622 institutional investors held Curtiss-Wright (CW) as of Q4 2024, up from 561 in Q3 2024.
  • Funds reported $11.3B of Curtiss-Wright stock for Q4 2024, up 10% quarter-over-quarter.
  • 108 funds opened new Curtiss-Wright positions in Q4 2024 and 38 closed out, a net change of +70 holders.
  • The largest Curtiss-Wright buyer in Q4 2024 was William Blair Investment Management, an estimated $135M added.
  • The largest Curtiss-Wright seller in Q4 2024 was International Assets Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.