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Curtiss-Wright
CW

336 hedge funds and large institutions have $4.23B invested in Curtiss-Wright in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 82.35% → 83.33% (+0.98%)

7% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 120

4% less funds holding

Funds holding: 351 → 336 (-15)

11% less capital invested

Capital invested by funds: $4.75B → $4.23B (-$525M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

57% less call options, than puts

Call options by funds: $890K | Put options by funds: $2.09M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
336
Holders Change
-15
Holders Change %
-4.27%
% of All Funds
5.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
112
Reduced
120
Closed
44
Calls
$890K
Puts
$2.09M
Net Calls
-$1.2M
Net Calls Change
+$260K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$129M
2
American Century Companies
American Century Companies
Missouri
+$54.9M
3
Invesco
Invesco
Georgia
+$53.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$46.7M
5
Select Equity Group
Select Equity Group
New York
+$33.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
2
ClearBridge Investments
ClearBridge Investments
New York
-$38.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.7M
4
Boston Partners
Boston Partners
Massachusetts
-$22.5M
5
State Street
State Street
Massachusetts
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
126
Beese Fulmer Investment Management
Ohio
$2.09M – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$2.08M +$1.28M +9,010 +133%
WTC
128
WhitTier Trust Company
Nevada
$2.05M +$196K +1,383 +10%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M +$119K +839 +6%
TYCC
130
Texas Yale Capital Corp
Florida
$2.01M – – –
WMSA
131
Weiss Multi-Strategy Advisers
New York
$1.98M +$773K +5,441 +57%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$1.91M -$887K -6,243 -30%
SO
133
STRS Ohio
Ohio
$1.86M +$277K +1,953 +16%
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$1.85M +$1.99M +14,036 New
AIP
135
Ameritas Investment Partners
Nebraska
$1.78M -$33.9K -239 -2%
Millennium Management
136
Millennium Management
New York
$1.7M +$497K +3,498 +37%
PAM
137
Panagora Asset Management
Massachusetts
$1.7M – – –
RB
138
Rodgers Brothers
Pennsylvania
$1.54M – – –
CAM
139
Congress Asset Management
Massachusetts
$1.49M +$140K +986 +10%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$185K -1,300 -10%
Tudor Investment Corp
141
Tudor Investment Corp
Connecticut
$1.44M +$1.55M +10,879 New
LPL Financial
142
LPL Financial
California
$1.39M -$84.5K -595 -5%
ASRS
143
Arizona State Retirement System
Arizona
$1.38M -$27K -190 -2%
PCM
144
Polaris Capital Management
Massachusetts
$1.37M – – –
DIA
145
Dean Investment Associates
Ohio
$1.36M -$852 -6 -0.1%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.36M -$28.4K -200 -2%
MAM
147
Martingale Asset Management
Massachusetts
$1.33M +$1.43M +10,091 New
Franklin Resources
148
Franklin Resources
California
$1.32M -$2.33M -16,405 -62%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.29M -$28.4K -200 -2%
William Blair & Company
150
William Blair & Company
Illinois
$1.27M +$881K +6,203 +180%
4 5
6
7 8

CW Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2022, worth a combined $4.23B — down 11% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CW and 38 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 112 added.

The largest buyer was AllianceBernstein, adding an estimated $129M. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 336 institutional investors held Curtiss-Wright (CW) as of Q2 2022, down from 351 in Q1 2022.
  • Funds reported $4.23B of Curtiss-Wright stock for Q2 2022, down 11% quarter-over-quarter.
  • 38 funds opened new Curtiss-Wright positions in Q2 2022 and 44 closed out, a net change of -6 holders.
  • The largest Curtiss-Wright buyer in Q2 2022 was AllianceBernstein, an estimated $129M added.
  • The largest Curtiss-Wright seller in Q2 2022 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2022.