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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
MG
576
Mather Group
Illinois
$8.16K
PWMG
577
Prestige Wealth Management Group
New Jersey
$7.81K
CFO
578
CVA Family Office
Colorado
$7.81K
BA
579
Bellwether Advisors
Nebraska
$7.45K +$7.56K +21 New
IWP
580
IAG Wealth Partners
Wisconsin
$7.1K
HBW
581
Hazlett, Burt & Watson
West Virginia
$7K
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$5.32K -$360 -1 -6%
BOJHT
583
Bank of Jackson Hole Trust
Wyoming
$5.32K +$5.4K +15 New
AA
584
Addison Advisors
Vermont
$4.97K +$5.04K +14 New
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$3.9K
AF
586
Allworth Financial
California
$3.44K +$1.44K +4 +80%
SIC
587
SJS Investment Consulting
Ohio
$3.19K -$6.84K -19 -68%
CA
588
Continuum Advisory
Idaho
$3.19K
HI
589
Horizon Investments
North Carolina
$2.48K
NC
590
NewSquare Capital
Pennsylvania
$2.48K +$2.52K +7 New
LIS
591
Legacy Investment Solutions
Idaho
$2.13K
LWMI
592
Legacy Wealth Management (Idaho)
Idaho
$2.13K
CIA
593
Cape Investment Advisory
Georgia
$2.13K
FNWA
594
Financial Network Wealth Advisors
Utah
$2.13K
WA
595
Whipplewood Advisors
Colorado
$2.13K +$2.16K +6 New
AW
596
Avion Wealth
Texas
$2K +$360 +1 +14%
VNA
597
Valley National Advisers
Pennsylvania
$2K +$2.52K +7 New
BGAI
598
Bruce G. Allen Investments
Colorado
$1.77K
HCP
599
Hexagon Capital Partners
Arkansas
$1.77K
PAM
600
Parvin Asset Management
South Dakota
$1.77K +$1.8K +5 New

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.