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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
Prudential Financial
126
Prudential Financial
New Jersey
$4.15M +$2.08M +10,504 +98%
WTC
127
WhitTier Trust Company
Nevada
$4.06M +$109K +548 +3%
Renaissance Technologies
128
Renaissance Technologies
New York
$4.05M +$4.1M +20,700 New
GAM
129
Gotham Asset Management
New York
$4.03M +$243K +1,226 +6%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$4M +$3.56M +17,964 +729%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$3.99M +$341K +1,723 +9%
Arrowstreet Capital
132
Arrowstreet Capital
Massachusetts
$3.86M +$3.91M +19,716 New
Franklin Resources
133
Franklin Resources
California
$3.8M +$346K +1,744 +10%
EGI
134
EAM Global Investors
California
$3.72M +$3.77M +19,039 New
VHMC
135
Value Holdings Management Company
New York
$3.72M – – –
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$3.64M +$198 +1 +0%
WCM
137
Wedge Capital Management
North Carolina
$3.6M -$3.38M -17,035 -48%
YCM
138
Yousif Capital Management
Michigan
$3.57M -$204K -1,030 -5%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$3.56M +$251K +1,265 +7%
JF
140
Jump Financial
Illinois
$3.53M +$2.85M +14,386 +391%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.39M -$342K -1,724 -9%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.38M +$16.1K +81 +0.5%
ECM
143
Element Capital Management
New York
$3.17M -$516K -2,602 -14%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$3.08M +$364K +1,836 +13%
BFIM
145
Beese Fulmer Investment Management
Ohio
$2.97M – – –
TYCC
146
Texas Yale Capital Corp
Florida
$2.97M – – –
AAM
147
Advisors Asset Management
Colorado
$2.97M -$232K -1,171 -7%
AM
148
AGF Management
Ontario, Canada
$2.9M -$1.33M -6,734 -31%
DTL
149
Dynamic Technology Lab
Singapore
$2.76M +$2.79M +14,090 New
TI
150
Trexquant Investment
Connecticut
$2.65M +$2.68M +13,536 New
4 5
6
7 8

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.