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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
IGWM
476
ICA Group Wealth Management
Colorado
$3.33K
IFAM
477
Institutional & Family Asset Management
Colorado
$2.81K +$2.56K +11 New
DPW
478
DiNuzzo Private Wealth
Pennsylvania
$2.56K
FGAM
479
Financial Gravity Asset Management
Texas
$2.51K +$1.4K +6 +150%
RFG
480
RFP Financial Group
Georgia
$2.3K
AW
481
Avion Wealth
Texas
$2K -$232 -1 -17%
CIA
482
Cape Investment Advisory
Georgia
$1.54K
PPC
483
Park Place Capital
Alabama
$1.54K
HI
484
Horizon Investments
North Carolina
$1.54K +$697 +3 +100%
BGAI
485
Bruce G. Allen Investments
Colorado
$1.28K -$1.16K -5 -50%
CA
486
Continuum Advisory
Idaho
$1.11K +$930 +4 New
VWA
487
Valued Wealth Advisors
Utah
$1.03K
AF
488
Allworth Financial
California
$1.02K -$465 -2 -33%
BIA
489
Bell Investment Advisors
California
$1.02K
LIM
490
Longfellow Investment Management
Massachusetts
$1.02K
CAL
491
Capital Advisors Ltd
Ohio
$1K
FMP
492
Financial Management Professionals
Texas
$1K
RAM
493
Riggs Asset Management
Pennsylvania
$768 +$697 +3 New
BF
494
BOK Financial
Oklahoma
$514 +$465 +2 New
TWP
495
TFO Wealth Partners
Ohio
$512
VCM
496
Versant Capital Management
Arizona
$512
TCM
497
TD Capital Management
Tennessee
$512 +$465 +2 New
BTI
498
Blue Trust Inc
Georgia
$256 -$3.72K -16 -94%
PTC
499
Private Trust Company
Ohio
$256
TFM
500
TFC Financial Management
Massachusetts
$256 +$232 +1 New

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.