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Curtiss-Wright
CW

299 hedge funds and large institutions have $4.26B invested in Curtiss-Wright in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.97B → $4.26B (+$282M)

0.59% more ownership

Funds ownership: 81.91% → 82.5% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 104

3% less funds holding

Funds holding: 309 → 299 (-10)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

33% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $3.2M

Holders
299
Holders Change
-10
Holders Change %
-3.24%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
103
Reduced
104
Closed
38
Calls
$2.16M
Puts
$3.2M
Net Calls
-$1.04M
Net Calls Change
+$1.47M

Top Buyers

1
Invesco
Invesco
Georgia
+$50.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$25.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.8M
4
RRAM
River Road Asset Management
Kentucky
+$19.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$17.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$25.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.8M
3
BlackRock
BlackRock
New York
-$16.8M
4
Norges Bank
Norges Bank
Norway
-$10.9M
5
State Street
State Street
Massachusetts
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$13.8M +$233K +1,948 +2%
SCP
52
Seizert Capital Partners
Michigan
$13.8M +$1.87M +15,648 +17%
PPA
53
Parametric Portfolio Associates
Washington
$13.2M +$885K +7,403 +8%
FWIA
54
Fort Washington Investment Advisors
Ohio
$12.8M +$185K +1,547 +2%
FP
55
Foundry Partners
Minnesota
$12.5M -$566K -4,738 -5%
JP Morgan Chase
56
JP Morgan Chase
New York
$11.9M -$2.76M -23,060 -20%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$11.8M -$87.4K -731 -0.8%
Legal & General Group
58
Legal & General Group
United Kingdom
$11.8M +$300K +2,508 +3%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$11.7M +$29.4K +246 +0.3%
Fisher Asset Management
60
Fisher Asset Management
Washington
$11.7M -$113K -942 -1%
Swiss National Bank
61
Swiss National Bank
Switzerland
$11.4M +$23.9K +200 +0.2%
Massachusetts Financial Services
62
Massachusetts Financial Services
Massachusetts
$10.7M +$28.8K +241 +0.3%
RJA
63
Raymond James & Associates
Florida
$10.1M +$1.95M +16,330 +25%
WCM
64
Wedge Capital Management
North Carolina
$9.17M -$322K -2,695 -4%
FCI
65
Financial Counselors Inc
Kansas
$9.02M +$178K +1,487 +2%
AIG
66
American International Group
New York
$8.88M -$276K -2,311 -3%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$8.69M -$82.5K -690 -1%
PP
68
Prospector Partners
Connecticut
$8.62M – – –
CRC
69
Curi RMB Capital
Illinois
$8.54M +$178K +1,487 +2%
GC
70
Guggenheim Capital
Illinois
$8.05M +$17.8K +149 +0.2%
Citigroup
71
Citigroup
New York
$8.04M -$1.2M -10,048 -14%
UBS AM
72
UBS AM
Illinois
$7.79M +$124K +1,038 +2%
SDIC
73
South Dakota Investment Council
South Dakota
$7.42M – – –
Victory Capital Management
74
Victory Capital Management
Texas
$7.14M -$212K -1,773 -3%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$7.08M – – –
1 2
3
4 5

CW Hedge Fund Activity: Q3 2021 in Review

299 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2021, worth a combined $4.26B — up 7.1% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CW and 30 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 103 added.

The largest buyer was Invesco, adding an estimated $50.6M. The largest seller was Millennium Management, cutting an estimated $25.5M.

  • 299 institutional investors held Curtiss-Wright (CW) as of Q3 2021, down from 309 in Q2 2021.
  • Funds reported $4.26B of Curtiss-Wright stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 30 funds opened new Curtiss-Wright positions in Q3 2021 and 38 closed out, a net change of -8 holders.
  • The largest Curtiss-Wright buyer in Q3 2021 was Invesco, an estimated $50.6M added.
  • The largest Curtiss-Wright seller in Q3 2021 was Millennium Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2021.