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Curtiss-Wright
CW

380 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

3% more capital invested

Capital invested by funds: $5.58B → $5.77B (+$195M)

0% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 135

0.76% less ownership

Funds ownership: 82.71% → 81.95% (-0.76%)

2% less funds holding

Funds holding: 386 → 380 (-6)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

34% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.78M

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
135
Reduced
135
Closed
38
Calls
$1.17M
Puts
$1.78M
Net Calls
-$608K
Net Calls Change
+$1.15M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$52M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.1M
3
American Century Companies
American Century Companies
Missouri
+$13.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$11.3M
5
N
Nuveen
North Carolina
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$41.4M
3
Invesco
Invesco
Georgia
-$22.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.6M
5
Amundi
Amundi
France
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$4.28M -$292K -1,714 -7%
BC
102
Burney Company
Virginia
$4.24M +$3.43M +20,151 +688%
MIM
103
MetLife Investment Management
New Jersey
$4.22M -$88K -516 -2%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$4.19M -$116K -679 -3%
Canada Life
105
Canada Life
Manitoba, Canada
$4.1M -$654K -3,836 -15%
Fidelity International
106
Fidelity International
Bermuda
$4.01M – – –
AM
107
AGF Management
Ontario, Canada
$3.96M +$359K +2,107 +11%
WTC
108
WhitTier Trust Company
Nevada
$3.71M +$70.2K +412 +2%
CAM
109
Congress Asset Management
Massachusetts
$3.65M +$287K +1,683 +9%
Verition Fund Management
110
Verition Fund Management
Connecticut
$3.61M +$3.35M +19,636 New
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$3.57M +$2.12M +12,459 +178%
GAM
112
Gotham Asset Management
New York
$3.56M +$2.04M +11,952 +161%
YCM
113
Yousif Capital Management
Michigan
$3.54M -$120K -702 -4%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.5M -$311K -1,823 -9%
Osaic Holdings
115
Osaic Holdings
Arizona
$3.49M +$209K +1,228 +7%
VHMC
116
Value Holdings Management Company
New York
$3.49M – – –
ECM
117
Element Capital Management
New York
$3.45M +$3.2M +18,787 New
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$3.44M – – –
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$3.43M – – –
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$3.42M -$3.41K -20 -0.1%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M -$1.71K -10 -0.1%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.4M +$218K +1,281 +7%
HJGA
123
Hardman Johnston Global Advisors
Connecticut
$3.31M +$3.07M +18,000 New
Millennium Management
124
Millennium Management
New York
$3.3M +$2.44M +14,291 +388%
Franklin Resources
125
Franklin Resources
California
$3.25M +$2.35M +13,784 +352%
3 4
5
6 7

CW Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2023, worth a combined $5.77B — up 3.5% from $5.58B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CW and 32 opened new positions — a net loss of 6 holders — while 135 trimmed existing stakes and 135 added.

The largest buyer was Brown Advisory, adding an estimated $52M. The largest seller was Fidelity Investments, cutting an estimated $42.3M.

  • 380 institutional investors held Curtiss-Wright (CW) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $5.77B of Curtiss-Wright stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 32 funds opened new Curtiss-Wright positions in Q2 2023 and 38 closed out, a net change of -6 holders.
  • The largest Curtiss-Wright buyer in Q2 2023 was Brown Advisory, an estimated $52M added.
  • The largest Curtiss-Wright seller in Q2 2023 was Fidelity Investments, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2023.