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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Wedge Capital Management
North Carolina
$4.54M -$270K -1,161 -6%
QCM
152
Quantinno Capital Management
New York
$4.49M +$1.79M +7,680 +78%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$4.22M +$202K +867 +6%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.19M -$324K -1,394 -8%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$4.14M -$849K -3,652 -18%
SG Americas Securities
156
SG Americas Securities
New York
$4.11M +$3.48M +14,979 +1,414%
GCM
157
Graham Capital Management
Connecticut
$3.97M +$1.84M +7,927 +105%
EI
158
EAM Investors
California
$3.91M +$52.8K +227 +2%
TYCC
159
Texas Yale Capital Corp
Florida
$3.89M
BFIM
160
Beese Fulmer Investment Management
Ohio
$3.87M
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$3.81M +$178K +767 +5%
ACA
162
Aptus Capital Advisors
Alabama
$3.73M +$360K +1,550 +12%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$3.67M +$70.4K +303 +2%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$3.63M +$217K +934 +7%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$3.42M +$252K +1,084 +9%
Truist Financial
166
Truist Financial
North Carolina
$3.37M +$163K +700 +6%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.37M -$129K -553 -4%
FM
168
Freemont Management
Switzerland
$3.33M +$3.02M +13,000 New
AAM
169
Advisors Asset Management
Colorado
$3.32M -$888K -3,819 -23%
DWA
170
Dorsey Wright & Associates
California
$3.32M -$5.12K -22 -0.2%
SCM
171
Sandler Capital Management
New York
$3.29M -$2.13M -9,160 -42%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$3.18M +$1.94M +8,358 +205%
VA
173
Vident Advisory
Georgia
$3.02M +$2.45M +10,519 +809%
LCM
174
Legato Capital Management
California
$3.02M
CWM
175
Congress Wealth Management
Massachusetts
$2.99M -$200K -859 -7%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.