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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
GKIM
101
GW&K Investment Management
Massachusetts
$3.67M -$99.3K -700 -3%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$3.62M -$143K -1,010 -4%
MIM
103
MetLife Investment Management
New Jersey
$3.43M -$48.7K -343 -1%
Canada Life
104
Canada Life
Manitoba, Canada
$3.39M -$71.4K -503 -2%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.38M +$60.2K +424 +2%
Amundi
106
Amundi
France
$3.37M -$208K -1,469 -6%
Fidelity International
107
Fidelity International
Bermuda
$3.25M +$3.32M +23,375 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$3.22M -$5.82K -41 -0.2%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.21M +$322K +2,271 +11%
Calamos Advisors
110
Calamos Advisors
Illinois
$3.15M +$2.14M +15,073 +199%
VHMC
111
Value Holdings Management Company
New York
$2.92M – – –
WTC
112
WhitTier Trust Company
Nevada
$2.83M +$677K +4,768 +31%
YCM
113
Yousif Capital Management
Michigan
$2.81M -$297K -2,091 -9%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$2.78M +$205K +1,441 +8%
William Blair & Company
115
William Blair & Company
Illinois
$2.75M +$1.44M +10,147 +105%
Citadel Advisors
116
Citadel Advisors
Florida
$2.72M -$1.44M -10,179 -34%
RHJA
117
Rice Hall James & Associates
California
$2.69M -$39.7K -280 -1%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$2.61M -$105K -742 -4%
Prudential Financial
119
Prudential Financial
New Jersey
$2.59M -$455K -3,206 -15%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$2.55M +$2.6M +18,328 New
SEI Investments
121
SEI Investments
Pennsylvania
$2.55M +$155K +1,095 +6%
BG
122
Bahl & Gaynor
Ohio
$2.47M -$268K -1,889 -10%
EVM
123
Eaton Vance Management
Massachusetts
$2.41M +$22.9K +161 +0.9%
SCP
124
Seizert Capital Partners
Michigan
$2.38M -$443K -3,118 -15%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$2.28M +$29.8K +210 +1%
3 4
5
6 7

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.