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Curtiss-Wright
CW

538 hedge funds and large institutions have $8.6B invested in Curtiss-Wright in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $1.76M

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

26% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 160

8% more funds holding

Funds holding: 500 → 538 (+38)

6% more capital invested

Capital invested by funds: $8.08B → $8.6B (+$514M)

0.16% more ownership

Funds ownership: 82.69% → 82.85% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
538
Holders Change
+38
Holders Change %
+7.6%
% of All Funds
7.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
81
Increased
202
Reduced
160
Closed
38
Calls
$6.26M
Puts
$1.76M
Net Calls
+$4.5M
Net Calls Change
-$6.1M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$80.6M
2
Franklin Resources
Franklin Resources
California
+$47.1M
3
MP
Munro Partners
Australia
+$44.8M
4
CAM
Congress Asset Management
Massachusetts
+$40.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$40.8M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$62.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$47.6M
3
N
Nuveen
North Carolina
-$44.4M
4
BlackRock
BlackRock
New York
-$32.9M
5
Boston Partners
Boston Partners
Massachusetts
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
151
Vident Advisory
Georgia
$4.71M +$1.49M +5,567 +47%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$4.5M -$1.71M -6,398 -28%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$4.45M -$26.2K -98 -0.6%
YCM
154
Yousif Capital Management
Michigan
$4.43M -$386K -1,445 -8%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.42M -$17.4K -65 -0.4%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$4.38M – – –
AACP
157
Advantage Alpha Capital Partners
California
$4.26M -$1.03M -3,840 -20%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$4.26M -$62.7M -234,665 -94%
CWM
159
Congress Wealth Management
Massachusetts
$4.19M +$1.01M +3,784 +32%
TYCC
160
Texas Yale Capital Corp
Florida
$4.12M – – –
EI
161
EAM Investors
California
$4.11M -$22.5K -84 -0.6%
Renaissance Technologies
162
Renaissance Technologies
New York
$4.09M +$1.68M +6,300 +72%
AAM
163
Advisors Asset Management
Colorado
$4.06M +$531K +1,988 +15%
BFIM
164
Beese Fulmer Investment Management
Ohio
$4.05M -$40.4K -151 -1%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$3.98M +$94.1K +352 +2%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$3.91M +$1.59M +5,945 +70%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$3.87M +$3.43M +12,834 +894%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$3.84M – – –
Canada Pension Plan Investment Board
169
Canada Pension Plan Investment Board
Ontario, Canada
$3.82M +$2.41M +9,000 +176%
Russell Investments Group
170
Russell Investments Group
United Kingdom
$3.82M -$5.93M -22,192 -61%
DWA
171
Dorsey Wright & Associates
California
$3.52M +$12.6K +47 +0.4%
Truist Financial
172
Truist Financial
North Carolina
$3.51M -$64.1K -240 -2%
TC
173
TownSquare Capital
Utah
$3.46M +$519K +1,941 +18%
TI
174
Trexquant Investment
Connecticut
$3.45M -$4.79M -17,935 -58%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$3.37M -$243K -910 -7%
5 6
7
8 9

CW Hedge Fund Activity: Q2 2024 in Review

538 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2024, worth a combined $8.6B — up 6.4% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 38 closed out — a net gain of 43 holders — while 202 added to existing stakes and 160 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $80.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $62.7M.

  • 538 institutional investors held Curtiss-Wright (CW) as of Q2 2024, up from 500 in Q1 2024.
  • Funds reported $8.6B of Curtiss-Wright stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q2 2024 and 38 closed out, a net change of +43 holders.
  • The largest Curtiss-Wright buyer in Q2 2024 was Sumitomo Mitsui Trust Group, an estimated $80.6M added.
  • The largest Curtiss-Wright seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2024.