Curtiss-Wright
207 hedge funds and large institutions have $2.58B invested in Curtiss-Wright in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 22 closing their positions.
1.25% more ownership
Funds ownership: 80.62% → 81.86% (+1.2%)
5% more capital invested
Capital invested by funds: $2.46B → $2.58B (+$120M)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
3% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 73
0% more funds holding
Funds holding: 206 → 207 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12% less call options, than puts
Call options by funds: $2.05M | Put options by funds: $2.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$28.5M |
| 2 |
Primecap Management
Pasadena,
California
|
+$19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$14.1M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$17.1M |
| 2 |
LCM
LionEye Capital Management
New York
|
-$10.5M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$8.2M |
| 4 |
TA
Teachers Advisors
New York
|
-$6.45M |
| 5 |
Millennium Management
New York
|
-$5.92M |
CW Hedge Fund Activity: Q2 2014 in Review
207 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2014, worth a combined $2.58B — up 4.9% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CW positions and 22 closed out — a net gain of 1 holder — while 75 added to existing stakes and 73 trimmed.
The largest buyer was Norges Bank, adding an estimated $28.5M. The largest seller was Epoch Investment Partners, cutting an estimated $17.1M.
- 207 institutional investors held Curtiss-Wright (CW) as of Q2 2014, up from 206 in Q1 2014.
- Funds reported $2.58B of Curtiss-Wright stock for Q2 2014, up 4.9% quarter-over-quarter.
- 23 funds opened new Curtiss-Wright positions in Q2 2014 and 22 closed out, a net change of +1 holder.
- The largest Curtiss-Wright buyer in Q2 2014 was Norges Bank, an estimated $28.5M added.
- The largest Curtiss-Wright seller in Q2 2014 was Epoch Investment Partners, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2014.