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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
MG
526
Mather Group
Illinois
$7.56K
PWMG
527
Prestige Wealth Management Group
New Jersey
$7.24K
CFO
528
CVA Family Office
Colorado
$7.23K
HBW
529
Hazlett, Burt & Watson
West Virginia
$7K
CPA
530
Capital Performance Advisors
California
$6.9K +$6.21K +21 New
IWP
531
IAG Wealth Partners
Wisconsin
$6.57K
WWM
532
Wolff Wiese Magana
California
$5.92K +$5.33K +18 New
CT
533
Colonial Trust
South Carolina
$5.86K
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$5.26K
MAM
535
Meeder Asset Management
Ohio
$4.6K -$13.9K -47 -77%
DPW
536
DiNuzzo Private Wealth
Pennsylvania
$3.62K
RS
537
Rakuten Securities
Japan
$3.62K +$3.25K +11 New
CA
538
Continuum Advisory
Idaho
$3.25K +$1.48K +5 +125%
LIS
539
Legacy Investment Solutions
Idaho
$2.31K +$1.78K +6 New
LWMI
540
Legacy Wealth Management (Idaho)
Idaho
$2.31K +$1.78K +6 New
HI
541
Horizon Investments
North Carolina
$2.3K +$296 +1 +17%
AW
542
Avion Wealth
Texas
$2K +$592 +2 +40%
CIA
543
Cape Investment Advisory
Georgia
$1.97K
FNWA
544
Financial Network Wealth Advisors
Utah
$1.97K
AF
545
Allworth Financial
California
$1.64K
BGAI
546
Bruce G. Allen Investments
Colorado
$1.64K
AWM
547
Avior Wealth Management
Nebraska
$1.64K +$1.18K +4 +400%
HCP
548
Hexagon Capital Partners
Arkansas
$1.64K +$1.48K +5 New
VWA
549
Valued Wealth Advisors
Utah
$1.32K
BIA
550
Bell Investment Advisors
California
$1.31K

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.