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Curtiss-Wright

275 hedge funds and large institutions have $4.23B invested in Curtiss-Wright in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

114% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $1.47M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $3.59B → $4.23B (+$643M)

16% more funds holding

Funds holding: 238275 (+37)

0.97% more ownership

Funds ownership: 77.69%78.66% (+0.97%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
275
Holders Change
+37
Holders Change %
+15.55%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
88
Reduced
95
Closed
12
Calls
$3.16M
Puts
$1.47M
Net Calls
+$1.68M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$2.83M -$433K -3,671 -14%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$2.79M +$132K +1,120 +5%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$2.77M +$1.31M +11,113 +95%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$2.76M +$991K +8,399 +59%
AG
105
Algert Global
California
$2.72M +$180K +1,529 +7%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.68M +$5.43K +46 +0.2%
MSA
107
Mason Street Advisors
Wisconsin
$2.65M -$19.6K -166 -0.8%
Truist Financial
108
Truist Financial
North Carolina
$2.55M -$66.5K -564 -3%
Bessemer Group
109
Bessemer Group
New Jersey
$2.55M -$1.09M -9,278 -31%
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
$2.46M -$3.31M -28,032 -58%
EI
111
EAM Investors
California
$2.44M +$2.36M +20,037 New
Federated Hermes
112
Federated Hermes
Pennsylvania
$2.27M -$9.93M -84,150 -82%
LCM
113
Laurion Capital Management
New York
$2.16M +$2.09M +17,700 New
Squarepoint
114
Squarepoint
New York
$2.12M -$74.5K -632 -4%
AIP
115
Ameritas Investment Partners
Nebraska
$2.06M -$9.44K -80 -0.5%
BFIM
116
Beese Fulmer Investment Management
Ohio
$2.03M
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$2.01M +$21.1K +179 +1%
SGAM
118
Smith Group Asset Management
Texas
$2M +$546K +4,630 +39%
WT
119
Whittier Trust
California
$1.98M +$38.6K +327 +2%
SOMRS
120
State of Michigan Retirement System
Michigan
$1.94M -$82.6K -700 -4%
GC
121
Guggenheim Capital
Illinois
$1.88M -$5.02M -42,593 -73%
CSS
122
Cubist Systematic Strategies
Connecticut
$1.87M +$1.11M +9,388 +158%
TYCC
123
Texas Yale Capital Corp
Florida
$1.85M
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$1.75M +$1.28M +10,893 +314%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$1.63M

CW Hedge Fund Activity: Q4 2017 in Review

275 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2017, worth a combined $4.23B — up 18% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CW positions and 12 closed out — a net gain of 37 holders — while 88 added to existing stakes and 95 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $46.9M. The largest seller was Aberdeen Group, exiting entirely with an estimated $54.1M sold.

  • 275 institutional investors held Curtiss-Wright (CW) as of Q4 2017, up from 238 in Q3 2017.
  • Funds reported $4.23B of Curtiss-Wright stock for Q4 2017, up 18% quarter-over-quarter.
  • 49 funds opened new Curtiss-Wright positions in Q4 2017 and 12 closed out, a net change of +37 holders.
  • The largest Curtiss-Wright buyer in Q4 2017 was Adage Capital Partners, an estimated $46.9M added.
  • The largest Curtiss-Wright seller in Q4 2017 was Aberdeen Group, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2017.