We are live on ! Find out more
CW icon

Curtiss-Wright
CW

238 hedge funds and large institutions have $3.59B invested in Curtiss-Wright in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

14% more capital invested

Capital invested by funds: $3.14B → $3.59B (+$448M)

1% more funds holding

Funds holding: 235 → 238 (+3)

0.4% more ownership

Funds ownership: 77.29% → 77.69% (+0.4%)

41% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.37M

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
89
Reduced
76
Closed
29
Calls
$1.4M
Puts
$2.37M
Net Calls
-$970K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$61.8M
2
Boston Partners
Boston Partners
Massachusetts
+$40.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.9M
4
Prudential Financial
Prudential Financial
New Jersey
+$16.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.2M
2
MWNA
Marshall Wace North America
New York
-$25.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.9M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
176
Neuburgh Advisers
California
$407K +$100K +1,034 +36%
PM
177
Parametrica Management
Hong Kong
$402K +$373K +3,842 New
HSBC Holdings
178
HSBC Holdings
United Kingdom
$400K +$57.1K +589 +18%
AA
179
ALPS Advisors
Colorado
$398K +$41.6K +429 +13%
DGHMC
180
Dalton, Greiner, Hartman, Maher & Co
New York
$395K +$367K +3,779 New
RQS
181
Ramsey Quantitative Systems
Kentucky
$365K +$13.6K +140 +4%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$363K +$8.35K +86 +3%
AIM
183
Assured Investment Management
New York
$349K -$1.56M -16,073 -83%
CNAM
184
Campbell Newman Asset Management
Wisconsin
$346K +$41K +423 +15%
SCM
185
Shelton Capital Management
Colorado
$329K – – –
FAM
186
Fortaleza Asset Management
Illinois
$326K +$203K +2,092 +204%
WF
187
Welch & Forbes
Massachusetts
$314K – – –
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$314K +$291K +3,000 New
OI
189
Oakbrook Investments
Illinois
$308K -$29.1K -300 -9%
MCIM
190
Meadow Creek Investment Management
Georgia
$296K +$73K +752 +36%
WAM
191
World Asset Management
Michigan
$293K +$5.24K +54 +2%
BC
192
Brinker Capital
Pennsylvania
$281K +$260K +2,684 New
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$279K +$35.3K +364 +16%
Neuberger Berman Group
194
Neuberger Berman Group
New York
$256K -$82.6K -851 -26%
WCM
195
Weik Capital Management
Pennsylvania
$255K +$237K +2,442 New
BC
196
Burney Company
Virginia
$237K – – –
BOS
197
Bingham Osborn & Scarborough
California
$222K +$206K +2,123 New
WT
198
Washington Trust
Rhode Island
$217K +$202K +2,080 New
QSS
199
Quantitative Systematic Strategies
Florida
$212K +$196K +2,024 New
LW
200
Linscomb Wealth
Texas
$212K +$197K +2,029 New
6 7
8
9 10

CW Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2017, worth a combined $3.59B — up 14% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CW positions and 29 closed out — a net gain of 5 holders — while 89 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $61.8M. The largest seller was JP Morgan Chase, cutting an estimated $73.2M.

  • 238 institutional investors held Curtiss-Wright (CW) as of Q3 2017, up from 235 in Q2 2017.
  • Funds reported $3.59B of Curtiss-Wright stock for Q3 2017, up 14% quarter-over-quarter.
  • 34 funds opened new Curtiss-Wright positions in Q3 2017 and 29 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2017 was BlackRock, an estimated $61.8M added.
  • The largest Curtiss-Wright seller in Q3 2017 was JP Morgan Chase, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2017.