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Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$5.99M -$39.6K -200 -0.6%
LCG
102
Lisanti Capital Growth
New York
$5.94M +$6.01M +30,350 New
BG
103
Bahl & Gaynor
Ohio
$5.77M +$653K +3,297 +13%
KCM
104
Kingdon Capital Management
New York
$5.76M -$5.07M -25,572 -46%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$5.65M +$5.73M +28,900 New
HF
106
HRT Financial
New York
$5.51M +$5.58M +28,156 New
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$5.29M +$1.65M +8,310 +44%
AACP
108
Advantage Alpha Capital Partners
California
$5.29M -$2.62M -13,229 -33%
Comerica Bank
109
Comerica Bank
Texas
$5.28M +$5.35M +27,010 New
BC
110
Burney Company
Virginia
$5.19M +$681K +3,437 +15%
AB
111
Amalgamated Bank
New York
$5.09M +$204K +1,027 +4%
Jane Street
112
Jane Street
New York
$5.07M +$4.13M +20,846 +413%
Fidelity International
113
Fidelity International
Bermuda
$4.85M +$578K +2,914 +13%
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
$4.79M +$4.85M +24,483 New
MOACM
115
Mutual of America Capital Management
New York
$4.78M -$581K -2,934 -11%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$4.76M +$302K +1,524 +7%
EAM
117
Eagle Asset Management
Florida
$4.72M +$1.77M +8,924 +59%
CAM
118
Congress Asset Management
Massachusetts
$4.7M +$815K +4,111 +21%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.68M +$1.57M +7,935 +50%
Canada Life
120
Canada Life
Manitoba, Canada
$4.53M +$172K +866 +4%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$4.52M +$1.53M +7,730 +50%
Verition Fund Management
122
Verition Fund Management
Connecticut
$4.48M +$642K +3,240 +17%
VanEck Associates
123
VanEck Associates
New York
$4.44M +$1.7M +8,559 +61%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$4.4M +$779K +3,933 +21%
MIM
125
MetLife Investment Management
New Jersey
$4.29M -$203K -1,026 -4%
3 4
5
6 7

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.