We are live on ! Find out more
CW icon

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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.29M +$1.9M +19,539 +817%
MSA
102
Mason Street Advisors
Wisconsin
$2.29M +$28.4K +293 +1%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$2.28M +$28.1K +290 +1%
Truist Financial
104
Truist Financial
North Carolina
$2.25M -$169K -1,737 -7%
Barclays
105
Barclays
United Kingdom
$2.24M -$28.5K -294 -1%
AG
106
Algert Global
California
$2.17M +$2.01M +20,759 New
Citigroup
107
Citigroup
New York
$2.02M +$1.03M +10,628 +122%
OAM
108
Oxford Asset Management
United Kingdom
$1.9M -$417K -4,296 -19%
Squarepoint
109
Squarepoint
New York
$1.89M +$1.75M +18,037 New
QIM
110
Quantitative Investment Management
Virginia
$1.85M +$1.72M +17,700 New
BFIM
111
Beese Fulmer Investment Management
Ohio
$1.74M – – –
SOMRS
112
State of Michigan Retirement System
Michigan
$1.74M -$155K -1,600 -9%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$1.71M -$30.2K -311 -2%
WT
114
Whittier Trust
California
$1.66M +$21K +216 +1%
AIP
115
Ameritas Investment Partners
Nebraska
$1.65M – – –
TYCC
116
Texas Yale Capital Corp
Florida
$1.59M – – –
Natixis Advisors
117
Natixis Advisors
Massachusetts
$1.49M +$1.38M +14,269 New
AG
118
Aperio Group
California
$1.4M -$94.4K -973 -7%
MERSOM
119
Municipal Employees' Retirement System of Michigan
Michigan
$1.4M -$349K -3,600 -21%
Jennison Associates
120
Jennison Associates
New York
$1.35M +$2.52K +26 +0.2%
US Bancorp
121
US Bancorp
Minnesota
$1.26M +$873 +9 +0.1%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$1.23M +$29.1K +300 +3%
SGAM
123
Smith Group Asset Management
Texas
$1.23M -$19.4K -200 -2%
Acadian Asset Management
124
Acadian Asset Management
Massachusetts
$1.22M +$348K +3,584 +44%
LMGAM
125
Liberty Mutual Group Asset Management
Massachusetts
$1.21M -$487K -5,022 -30%
3 4
5
6 7

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.