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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
DWA
151
Dorsey Wright & Associates
California
$2.63M +$991 +5 +0%
Amundi
152
Amundi
France
$2.49M – – –
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$2.43M -$24K -121 -1%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$2.4M +$143K +723 +6%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$2.32M – – –
RB
156
Rodgers Brothers
Pennsylvania
$2.32M +$53.5K +270 +2%
BCI
157
Brinker Capital Investments
Pennsylvania
$2.19M +$859K +4,335 +63%
OPS
158
Orion Portfolio Solutions
Nebraska
$2.19M +$859K +4,335 +63%
CWM
159
Congress Wealth Management
Massachusetts
$2.15M +$165K +834 +8%
ASRS
160
Arizona State Retirement System
Arizona
$2.14M +$31.1K +157 +1%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$2.12M +$310K +1,564 +17%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$2.11M -$79.3K -400 -4%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$2.11M -$59.5K -300 -3%
AIP
164
Ameritas Investment Partners
Nebraska
$2.11M -$195K -984 -8%
Truist Financial
165
Truist Financial
North Carolina
$2.1M +$242K +1,223 +13%
VRS
166
Virginia Retirement Systems
Virginia
$2.09M +$495K +2,500 +30%
DIA
167
Dean Investment Associates
Ohio
$2.08M +$480K +2,420 +29%
SO
168
STRS Ohio
Ohio
$2.07M -$172K -869 -8%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$2.06M -$1.41M -7,135 -40%
LPL Financial
170
LPL Financial
California
$1.95M +$116K +583 +6%
Marshall Wace
171
Marshall Wace
United Kingdom
$1.94M +$1.97M +9,929 New
CCMINC
172
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.94M +$23K +116 +1%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.9M +$1.54M +7,758 +398%
SOMRS
174
State of Michigan Retirement System
Michigan
$1.79M -$59.5K -300 -3%
TC
175
TownSquare Capital
Utah
$1.72M +$184K +927 +12%
5 6
7
8 9

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.