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Curtiss-Wright
CW

238 hedge funds and large institutions have $3.59B invested in Curtiss-Wright in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

14% more capital invested

Capital invested by funds: $3.14B → $3.59B (+$448M)

1% more funds holding

Funds holding: 235 → 238 (+3)

0.4% more ownership

Funds ownership: 77.29% → 77.69% (+0.4%)

41% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.37M

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
89
Reduced
76
Closed
29
Calls
$1.4M
Puts
$2.37M
Net Calls
-$970K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$61.8M
2
Boston Partners
Boston Partners
Massachusetts
+$40.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.9M
4
Prudential Financial
Prudential Financial
New Jersey
+$16.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.2M
2
MWNA
Marshall Wace North America
New York
-$25.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.9M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
151
Jane Street
New York
$591K +$548K +5,649 New
GAM
152
Gotham Asset Management
New York
$589K -$2.48M -25,519 -82%
HIC
153
Hartline Investment Corp
Illinois
$585K -$14.6K -150 -3%
SAM
154
Securian Asset Management
Minnesota
$584K – – –
IG
155
ING Group
Netherlands
$565K +$2.23K +23 +0.4%
DADC
156
D.A. Davidson & Co
Montana
$541K – – –
GCIA
157
Gabelli & Co Investment Advisers
New York
$523K – – –
RHBC
158
R.H. Bluestein & Co
Michigan
$523K – – –
TAM
159
Tyers Asset Management
Texas
$518K +$128K +1,316 +36%
TAM
160
THB Asset Management
Connecticut
$514K -$25.6K -264 -5%
CGH
161
Crossmark Global Holdings
Texas
$496K +$460K +4,742 New
EWM
162
Endurance Wealth Management
Rhode Island
$489K – – –
SDIC
163
South Dakota Investment Council
South Dakota
$481K – – –
RCM
164
Riverhead Capital Management
Delaware
$478K +$117K +1,206 +36%
GT
165
Glenmede Trust
Pennsylvania
$477K +$390K +4,018 +724%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$476K +$63.6K +655 +17%
SSA
167
Schonfeld Strategic Advisors
New York
$474K +$440K +4,533 New
PTC
168
Private Trust Company
Ohio
$460K -$61.8K -637 -13%
MLL
169
Moody Lynn & Lieberson
Massachusetts
$450K +$418K +4,305 New
Rafferty Asset Management
170
Rafferty Asset Management
New York
$444K +$412K +4,251 New
CIM
171
CIM Investment Management
Pennsylvania
$442K – – –
TD Asset Management
172
TD Asset Management
Ontario, Canada
$439K +$97K +1,000 +31%
NSEDCP
173
NJ State Employees Deferred Compensation Plan
New Jersey
$418K +$388K +4,000 New
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$413K -$6.43M -66,250 -94%
LIA
175
LS Investment Advisors
Michigan
$409K +$4.37K +45 +1%
5 6
7
8 9

CW Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2017, worth a combined $3.59B — up 14% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CW positions and 29 closed out — a net gain of 5 holders — while 89 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $61.8M. The largest seller was JP Morgan Chase, cutting an estimated $73.2M.

  • 238 institutional investors held Curtiss-Wright (CW) as of Q3 2017, up from 235 in Q2 2017.
  • Funds reported $3.59B of Curtiss-Wright stock for Q3 2017, up 14% quarter-over-quarter.
  • 34 funds opened new Curtiss-Wright positions in Q3 2017 and 29 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2017 was BlackRock, an estimated $61.8M added.
  • The largest Curtiss-Wright seller in Q3 2017 was JP Morgan Chase, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2017.