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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$5.22M -$159K -536 -3%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$5.13M -$30.5K -103 -0.7%
PCM
153
Pinnbrook Capital Management
New York
$5.06M -$1.89M -6,370 -29%
TYCC
154
Texas Yale Capital Corp
Florida
$5M
EI
155
EAM Investors
California
$5M +$7.99K +27 +0.2%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$4.98M +$894K +3,020 +25%
LPL Financial
157
LPL Financial
California
$4.97M +$870K +2,941 +24%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$4.96M -$21.6M -73,029 -83%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.91M -$413K -1,394 -9%
BFIM
160
Beese Fulmer Investment Management
Ohio
$4.89M -$19.5K -66 -0.4%
AAM
161
Advisors Asset Management
Colorado
$4.77M -$138K -468 -3%
PAMP
162
Polar Asset Management Partners
Ontario, Canada
$4.67M -$1.18M -4,000 -22%
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$4.66M
YCM
164
Yousif Capital Management
Michigan
$4.43M -$856K -2,891 -18%
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$4.42M -$7.4M -25,017 -65%
Truist Financial
166
Truist Financial
North Carolina
$4.41M +$136K +460 +4%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$4.33M +$218K +735 +6%
AACP
168
Advantage Alpha Capital Partners
California
$4.33M -$752K -2,541 -16%
DWA
169
Dorsey Wright & Associates
California
$4.26M -$7.4K -25 -0.2%
HighTower Advisors
170
HighTower Advisors
Illinois
$4.22M +$547K +1,849 +17%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$4.08M -$1.11M -3,757 -23%
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
$3.99M
BCI
173
Brinker Capital Investments
Pennsylvania
$3.96M +$346K +1,169 +11%
OPS
174
Orion Portfolio Solutions
Nebraska
$3.96M +$346K +1,169 +11%
CCMINC
175
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.86M +$164K +555 +5%

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.