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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
VWA
601
Valued Wealth Advisors
Utah
$1.43K
BIA
602
Bell Investment Advisors
California
$1.42K
CFFP
603
Center for Financial Planning
Michigan
$1.42K +$1.44K +4 New
LIM
604
Longfellow Investment Management
Massachusetts
$1.42K
CSWM
605
Cassady Schiller Wealth Management
Ohio
$1.42K +$1.44K +4 New
RAM
606
Riggs Asset Management
Pennsylvania
$1.07K
RS
607
Rakuten Securities
Japan
$1.06K -$2.88K -8 -73%
FMP
608
Financial Management Professionals
Texas
$1.06K
LFG
609
Larson Financial Group
Missouri
$1.06K +$1.08K +3 New
WCM
610
WealthTrak Capital Management
Virginia
$1.06K +$1.08K +3 New
CAL
611
Capital Advisors Ltd
Ohio
$1K
PEAK6
612
PEAK6
Illinois
$929 +$1.08K +3 New
TWD
613
True Wealth Design
Ohio
$710
GFPC
614
Global Financial Private Client
Florida
$710 +$720 +2 New
MAS
615
MPWM Advisory Solutions
Georgia
$710 +$720 +2 New
PWM
616
Parkworth Wealth Management
California
$710 +$720 +2 New
WA
617
WPG Advisers
Maryland
$710 +$720 +2 New
AF
618
Advisornet Financial
Minnesota
$355
PTC
619
Private Trust Company
Ohio
$355
RIL
620
Rothschild Investment LLC
Illinois
$355
TFM
621
TFC Financial Management
Massachusetts
$355
PWA
622
Principia Wealth Advisory
Texas
$355 +$360 +1 New
JGC
623
J. Goldman & Co
New York
-$18.4M -56,090 Closed
CHP
624
Castle Hook Partners
New York
-$10.1M -30,774 Closed
Tudor Investment Corp
625
Tudor Investment Corp
Connecticut
-$9.64M -26,772 Closed

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.