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Curtiss-Wright
CW

338 hedge funds and large institutions have $4.58B invested in Curtiss-Wright in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 128 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.23B → $4.58B (+$355M)

2.44% more ownership

Funds ownership: 83.33% → 85.77% (+2.4%)

1% more funds holding

Funds holding: 336 → 338 (+2)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 128

33% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.52M

Holders
338
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
100
Reduced
128
Closed
35
Calls
$1.01M
Puts
$1.52M
Net Calls
-$501K
Net Calls Change
+$695K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$99.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$22M
4
American Century Companies
American Century Companies
Missouri
+$19.5M
5
Invesco
Invesco
Georgia
+$8.73M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.4M
2
Lazard Asset Management
Lazard Asset Management
New York
-$19.5M
3
BlackRock
BlackRock
New York
-$14.2M
4
RRAM
River Road Asset Management
Kentucky
-$13.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
76
Whittier Trust
California
$6.28M +$1.14M +8,030 +22%
Comerica Bank
77
Comerica Bank
Texas
$5.93M -$381K -2,685 -7%
WCM
78
Wedge Capital Management
North Carolina
$5.92M -$365K -2,575 -6%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$5.81M +$2.21M +15,600 +60%
SDIC
80
South Dakota Investment Council
South Dakota
$5.72M – – –
AI
81
ArchPoint Investors
Florida
$5.59M -$28.4K -200 -0.5%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$5.43M +$5.53M +39,000 New
OAM
83
Oppenheimer Asset Management
New York
$5.42M -$124K -877 -2%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$5.23M -$86.6K -610 -2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$5.11M – – –
Nordea Investment Management
86
Nordea Investment Management
Sweden
$5.07M -$16.3K -115 -0.3%
Citigroup
87
Citigroup
New York
$4.89M -$795K -5,601 -14%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$4.88M +$2.74M +19,318 +123%
CS
89
Credit Suisse
Switzerland
$4.87M -$1.81M -12,780 -27%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$4.53M +$4.62M +32,578 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$4.47M -$416K -2,934 -8%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$4.36M -$1.84K -13 -0%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$4.32M +$256K +1,804 +6%
MOACM
94
Mutual of America Capital Management
New York
$4.22M -$185K -1,303 -4%
FP
95
Foundry Partners
Minnesota
$4.2M +$138K +971 +3%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$4.16M -$2.1M -14,770 -33%
WMSA
97
Weiss Multi-Strategy Advisers
New York
$4.13M +$2.08M +14,688 +98%
Barclays
98
Barclays
United Kingdom
$3.93M -$730K -5,144 -15%
TPSF
99
Texas Permanent School Fund
Texas
$3.84M -$37.5K -264 -0.9%
AB
100
Amalgamated Bank
New York
$3.82M -$273K -1,924 -7%
2 3
4
5 6

CW Hedge Fund Activity: Q3 2022 in Review

338 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2022, worth a combined $4.58B — up 8.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CW positions and 35 closed out — a net gain of 5 holders — while 100 added to existing stakes and 128 trimmed.

The largest buyer was Ameriprise, adding an estimated $99.5M. The largest seller was Fidelity Investments, cutting an estimated $29.4M.

  • 338 institutional investors held Curtiss-Wright (CW) as of Q3 2022, up from 336 in Q2 2022.
  • Funds reported $4.58B of Curtiss-Wright stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 40 funds opened new Curtiss-Wright positions in Q3 2022 and 35 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2022 was Ameriprise, an estimated $99.5M added.
  • The largest Curtiss-Wright seller in Q3 2022 was Fidelity Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2022.