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Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$1.88M +$11.7K +70 +0.6%
Jane Street
152
Jane Street
New York
$1.86M +$263K +1,579 +17%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$1.82M -$866K -5,200 -32%
ASRS
154
Arizona State Retirement System
Arizona
$1.81M +$64.5K +387 +4%
PCM
155
Polaris Capital Management
Massachusetts
$1.74M – – –
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.72M +$16.7K +100 +1%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$1.71M +$1.44M +8,667 +543%
Franklin Resources
158
Franklin Resources
California
$1.71M -$19.3K -116 -1%
AR
159
Advisory Research
Illinois
$1.66M +$533K +3,200 +47%
DIA
160
Dean Investment Associates
Ohio
$1.65M -$44.6K -268 -3%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.63M +$16.7K +100 +1%
CCMINC
162
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.62M +$17.8K +107 +1%
BA
163
Bridgewater Associates
Connecticut
$1.61M +$285K +1,714 +22%
Truist Financial
164
Truist Financial
North Carolina
$1.59M +$47K +282 +3%
CWM
165
Congress Wealth Management
Massachusetts
$1.56M +$140K +843 +10%
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
$1.51M +$1.51M +9,064 New
DA
167
Duality Advisers
Florida
$1.42M +$1.42M +8,520 New
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$1.42M +$1.42M +8,504 New
EI
169
EAM Investors
California
$1.41M +$1.41M +8,467 New
HNB
170
Huntington National Bank
Ohio
$1.39M +$500 +3 +0%
LS
171
Livforsakringsbolaget Skandia
Sweden
$1.39M +$267K +1,600 +24%
CNAM
172
Campbell Newman Asset Management
Wisconsin
$1.35M +$42.6K +256 +3%
II
173
Inspire Investing
Idaho
$1.32M +$1.07M +6,419 +434%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$1.27M -$51.1K -307 -4%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$1.27M +$93.9K +564 +8%
5 6
7
8 9

CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.