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Curtiss-Wright
CW

238 hedge funds and large institutions have $3.59B invested in Curtiss-Wright in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

14% more capital invested

Capital invested by funds: $3.14B → $3.59B (+$448M)

1% more funds holding

Funds holding: 235 → 238 (+3)

0.4% more ownership

Funds ownership: 77.29% → 77.69% (+0.4%)

41% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.37M

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
89
Reduced
76
Closed
29
Calls
$1.4M
Puts
$2.37M
Net Calls
-$970K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$61.8M
2
Boston Partners
Boston Partners
Massachusetts
+$40.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.9M
4
Prudential Financial
Prudential Financial
New Jersey
+$16.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.2M
2
MWNA
Marshall Wace North America
New York
-$25.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.9M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
76
STRS Ohio
Ohio
$5.14M +$38.8K +400 +0.8%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$5.04M -$1.37M -14,095 -23%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$4.98M – – –
UBS Group
79
UBS Group
Switzerland
$4.83M +$1.61M +16,615 +56%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$4.68M -$561K -5,778 -11%
QI
81
QS Investors
New York
$4.64M -$113K -1,165 -3%
CRC
82
Curi RMB Capital
Illinois
$4.63M -$5.49M -56,623 -56%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$4.53M -$5.78M -59,531 -58%
RJA
84
Raymond James & Associates
Florida
$4.5M +$30.1K +310 +0.7%
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$4.4M +$1.35M +13,921 +49%
Macquarie Group
86
Macquarie Group
Australia
$4.24M – – –
AI
87
ArchPoint Investors
Florida
$4.1M +$9.7K +100 +0.3%
MWNA
88
Marshall Wace North America
New York
$3.89M -$25.7M -264,755 -88%
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$3.77M -$4.42M -45,515 -56%
MOACM
90
Mutual of America Capital Management
New York
$3.73M -$90.3K -931 -3%
TPSF
91
Texas Permanent School Fund
Texas
$3.37M -$7.86K -81 -0.3%
GIA
92
GHP Investment Advisors
Colorado
$3.3M +$91K +938 +3%
Bessemer Group
93
Bessemer Group
New Jersey
$3.15M – – –
AAM
94
Advisors Asset Management
Colorado
$3.12M +$297K +3,064 +11%
IAS
95
IMA Advisory Services
Colorado
$3.03M +$10.6K +109 +0.4%
UBS AM
96
UBS AM
Illinois
$2.81M +$121K +1,247 +5%
Canada Life
97
Canada Life
Manitoba, Canada
$2.74M -$60.1K -619 -2%
SAM
98
Silvercrest Asset Management
New York
$2.72M -$2.62M -27,016 -51%
ASRS
99
Arizona State Retirement System
Arizona
$2.62M +$614K +6,324 +34%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$2.61M +$2.43M +25,000 New
2 3
4
5 6

CW Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2017, worth a combined $3.59B — up 14% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CW positions and 29 closed out — a net gain of 5 holders — while 89 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $61.8M. The largest seller was JP Morgan Chase, cutting an estimated $73.2M.

  • 238 institutional investors held Curtiss-Wright (CW) as of Q3 2017, up from 235 in Q2 2017.
  • Funds reported $3.59B of Curtiss-Wright stock for Q3 2017, up 14% quarter-over-quarter.
  • 34 funds opened new Curtiss-Wright positions in Q3 2017 and 29 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2017 was BlackRock, an estimated $61.8M added.
  • The largest Curtiss-Wright seller in Q3 2017 was JP Morgan Chase, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2017.