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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$17.9M -$1.13M -5,710 -6%
Legal & General Group
52
Legal & General Group
United Kingdom
$17.5M -$268K -1,350 -1%
UBS Group
53
UBS Group
Switzerland
$17.1M -$1.51M -7,627 -8%
HJGA
54
Hardman Johnston Global Advisors
Connecticut
$17M +$13.7M +69,110 +384%
GC
55
Guggenheim Capital
Illinois
$16.6M -$1.04M -5,267 -6%
Swiss National Bank
56
Swiss National Bank
Switzerland
$16.5M +$178K +900 +1%
DCM
57
Driehaus Capital Management
Illinois
$15.4M +$3.17M +16,000 +26%
CSS
58
Cubist Systematic Strategies
Connecticut
$15M +$12.3M +62,186 +428%
Lazard Asset Management
59
Lazard Asset Management
New York
$15M -$13.2M -66,607 -47%
FWIA
60
Fort Washington Investment Advisors
Ohio
$14.7M -$2.32M -11,690 -13%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$13.6M +$6.14M +30,972 +80%
CVA
62
Ceredex Value Advisors
Florida
$13.5M -$4.58M -23,125 -25%
FCI
63
Financial Counselors Inc
Kansas
$12.6M -$16.3K -82 -0.1%
Fisher Asset Management
64
Fisher Asset Management
Washington
$12.5M -$304K -1,534 -2%
GIA
65
GHP Investment Advisors
Colorado
$12.5M +$8.32K +42 +0.1%
Wells Fargo
66
Wells Fargo
California
$12.1M -$7.68M -38,769 -39%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$12.1M -$59.5K -300 -0.5%
UBS AM
68
UBS AM
Illinois
$12M -$730K -3,684 -6%
GKIM
69
GW&K Investment Management
Massachusetts
$11.4M +$2.11M +10,625 +22%
Two Sigma Investments
70
Two Sigma Investments
New York
$11.3M +$10.6M +53,547 +1,296%
Allspring Global Investments
71
Allspring Global Investments
North Carolina
$10.8M -$649K -3,274 -6%
Bessemer Group
72
Bessemer Group
New Jersey
$10.7M +$4.42M +22,323 +69%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$10.6M -$578K -2,914 -5%
AIG
74
American International Group
New York
$10.6M -$766K -3,865 -7%
WT
75
Whittier Trust
California
$9.84M +$301K +1,521 +3%
1 2
3
4 5

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.