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Curtiss-Wright
CW

339 hedge funds and large institutions have $4.29B invested in Curtiss-Wright in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 81 increasing their positions, 130 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

13% more funds holding

Funds holding: 299 → 339 (+40)

1% more capital invested

Capital invested by funds: $4.26B → $4.29B (+$38.5M)

3.04% less ownership

Funds ownership: 82.5% → 79.46% (-3%)

38% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 130

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

56% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $3.04M

Holders
339
Holders Change
+40
Holders Change %
+13.38%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
62
Increased
81
Reduced
130
Closed
18
Calls
$1.33M
Puts
$3.04M
Net Calls
-$1.71M
Net Calls Change
-$664K

Top Buyers

Rank Fund Capital Flow
1
SPM
Saddle Point Management
New York
+$11M
2
Norges Bank
Norges Bank
Norway
+$7.38M
3
Invesco
Invesco
Georgia
+$7.26M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
NI
Natural Investments
California
-$119M
2
Millennium Management
Millennium Management
New York
-$70.5M
3
VVP
Vulcan Value Partners
Alabama
-$29.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$18.2M
5
Wells Fargo
Wells Fargo
California
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
101
Littlejohn & Co
Connecticut
$3.49M +$487K +3,688 +17%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$3.48M -$459K -3,477 -12%
HF
103
HRT Financial
New York
$3.43M +$2.31M +17,522 +243%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$3.36M +$66.5K +504 +2%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.19M -$244K -1,852 -7%
RHJA
106
Rice Hall James & Associates
California
$3.1M +$330K +2,500 +13%
MPAM
107
Monarch Partners Asset Management
Massachusetts
$2.98M +$230K +1,740 +9%
YCM
108
Yousif Capital Management
Michigan
$2.97M +$2.82M +21,396 New
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.94M -$199K -1,511 -7%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$2.88M +$250K +1,897 +10%
Canada Life
111
Canada Life
Manitoba, Canada
$2.83M +$110K +833 +4%
Verition Fund Management
112
Verition Fund Management
Connecticut
$2.7M -$82.5K -625 -3%
Millennium Management
113
Millennium Management
New York
$2.69M -$70.5M -533,845 -96%
MIM
114
MetLife Investment Management
New Jersey
$2.64M -$82.5K -625 -3%
VHMC
115
Value Holdings Management Company
New York
$2.63M – – –
DCM
116
Dupont Capital Management
Delaware
$2.6M -$247K -1,870 -9%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2.57M – – –
Natixis Advisors
118
Natixis Advisors
Massachusetts
$2.46M +$226K +1,714 +11%
E
119
Ergoteles
New York
$2.45M +$2.33M +17,654 New
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M – – –
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$2.23M -$2.27M -17,170 -52%
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
$2.23M +$2.12M +16,094 New
BFIM
123
Beese Fulmer Investment Management
Ohio
$2.2M – – –
TYCC
124
Texas Yale Capital Corp
Florida
$2.11M – – –
Two Sigma Investments
125
Two Sigma Investments
New York
$2.1M +$1.66M +12,598 +490%
3 4
5
6 7

CW Hedge Fund Activity: Q4 2021 in Review

339 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2021, worth a combined $4.29B — up 0.9% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CW positions and 18 closed out — a net gain of 44 holders — while 81 added to existing stakes and 130 trimmed.

The largest buyer was Saddle Point Management, adding an estimated $11M. The largest seller was Natural Investments, exiting entirely with an estimated $119M sold.

  • 339 institutional investors held Curtiss-Wright (CW) as of Q4 2021, up from 299 in Q3 2021.
  • Funds reported $4.29B of Curtiss-Wright stock for Q4 2021, up 0.9% quarter-over-quarter.
  • 62 funds opened new Curtiss-Wright positions in Q4 2021 and 18 closed out, a net change of +44 holders.
  • The largest Curtiss-Wright buyer in Q4 2021 was Saddle Point Management, an estimated $11M added.
  • The largest Curtiss-Wright seller in Q4 2021 was Natural Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2021.