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Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
76
South Dakota Investment Council
South Dakota
$6.8M -$64.3K -386 -0.9%
AI
77
ArchPoint Investors
Florida
$6.7M – – –
GKIM
78
GW&K Investment Management
Massachusetts
$6.66M +$2.25M +13,527 +51%
RJA
79
Raymond James & Associates
Florida
$6.63M -$4.01M -24,053 -38%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$6.5M -$472K -2,833 -7%
MCM
81
Moore Capital Management
New York
$6.32M +$6.3M +37,825 New
CS
82
Credit Suisse
Switzerland
$6.26M +$412K +2,472 +7%
SEI Investments
83
SEI Investments
Pennsylvania
$6.21M +$3.14M +18,876 +103%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$6.2M +$61.6K +370 +1%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$5.88M -$77.3K -464 -1%
Citigroup
86
Citigroup
New York
$5.83M -$44.1K -265 -0.8%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$5.52M +$532K +3,191 +11%
First Trust Advisors
88
First Trust Advisors
Illinois
$5.48M -$6.52M -39,147 -54%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$5.25M -$110K -662 -2%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$5.24M +$14.2K +85 +0.3%
AB
91
Amalgamated Bank
New York
$5.23M +$642K +3,855 +14%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$5.21M -$650K -3,903 -11%
MOACM
93
Mutual of America Capital Management
New York
$5.17M +$103K +621 +2%
TC
94
TwinBeech Capital
New York
$5.14M +$5.12M +30,752 New
SFI
95
Susquehanna Fundamental Investments
Pennsylvania
$5.1M -$337K -2,022 -6%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$4.99M +$638K +3,830 +15%
Comerica Bank
97
Comerica Bank
Texas
$4.96M -$966K -5,801 -16%
CSS
98
Cubist Systematic Strategies
Connecticut
$4.92M +$4.91M +29,456 New
OAM
99
Oppenheimer Asset Management
New York
$4.81M -$1.7M -10,182 -26%
First Eagle Investment Management
100
First Eagle Investment Management
New York
$4.56M -$622K -3,737 -12%
2 3
4
5 6

CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.