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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
DCM
126
Dupont Capital Management
Delaware
$2.28M -$764K -5,385 -25%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$2.25M -$347K -2,444 -13%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$2.24M – – –
BFIM
129
Beese Fulmer Investment Management
Ohio
$2.2M -$2.98K -21 -0.1%
CCM
130
Cinctive Capital Management
New York
$2.17M -$752K -5,300 -25%
CAM
131
Congress Asset Management
Massachusetts
$2.15M +$591K +4,161 +37%
RC
132
Roubaix Capital
Colorado
$2.14M +$2.18M +15,357 New
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.12M +$426 +3 +0%
TYCC
134
Texas Yale Capital Corp
Florida
$2.12M – – –
EAM
135
Eagle Asset Management
Florida
$2.09M +$2.14M +15,048 New
Verition Fund Management
136
Verition Fund Management
Connecticut
$1.95M +$1.39M +9,786 +232%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$1.94M +$1.08M +7,639 +121%
Deutsche Bank
138
Deutsche Bank
Germany
$1.94M -$751K -5,290 -28%
AIP
139
Ameritas Investment Partners
Nebraska
$1.82M -$53.8K -379 -3%
Rafferty Asset Management
140
Rafferty Asset Management
New York
$1.81M -$215K -1,516 -10%
PAM
141
Panagora Asset Management
Massachusetts
$1.7M -$92.4K -651 -5%
SO
142
STRS Ohio
Ohio
$1.66M -$312K -2,196 -16%
RB
143
Rodgers Brothers
Pennsylvania
$1.63M – – –
AIL
144
AGF Investments LLC
Ontario, Canada
$1.6M +$1.64M +11,536 New
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$3.55K -25 -0.2%
VRS
146
Virginia Retirement Systems
Virginia
$1.54M +$1.58M +11,100 New
LPL Financial
147
LPL Financial
California
$1.54M +$79.2K +558 +5%
ASRS
148
Arizona State Retirement System
Arizona
$1.45M +$4.26K +30 +0.3%
PCM
149
Polaris Capital Management
Massachusetts
$1.45M – – –
Franklin Resources
150
Franklin Resources
California
$1.44M +$53.6K +378 +4%
4 5
6
7 8

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.