Curtiss-Wright
262 hedge funds and large institutions have $3.15B invested in Curtiss-Wright in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 110 increasing their positions, 82 reducing their positions, and 33 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 82
0.86% more ownership
Funds ownership: 77.01% → 77.87% (+0.86%)
5% less funds holding
Funds holding: 276 → 262 (-14)
6% less capital invested
Capital invested by funds: $3.35B → $3.15B (-$202M)
10% less call options, than puts
Call options by funds: $986K | Put options by funds: $1.1M
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$490M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.5M |
| 4 |
Millennium Management
New York
|
+$24.3M |
| 5 |
TA
Teachers Advisors
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$66.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$37.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$21.2M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$19.6M |
CW Hedge Fund Activity: Q1 2017 in Review
262 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2017, worth a combined $3.15B — down 6% from $3.35B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of CW and 26 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 110 added.
The largest buyer was BlackRock, adding an estimated $490M. The largest seller was Wellington Management Group, cutting an estimated $66.7M.
- 262 institutional investors held Curtiss-Wright (CW) as of Q1 2017, down from 276 in Q4 2016.
- Funds reported $3.15B of Curtiss-Wright stock for Q1 2017, down 6% quarter-over-quarter.
- 26 funds opened new Curtiss-Wright positions in Q1 2017 and 33 closed out, a net change of -7 holders.
- The largest Curtiss-Wright buyer in Q1 2017 was BlackRock, an estimated $490M added.
- The largest Curtiss-Wright seller in Q1 2017 was Wellington Management Group, an estimated $66.7M sold.
Based on aggregated 13F filings for Q1 2017.