We are live on ! Find out more
CW icon

Curtiss-Wright
CW

434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 27

117% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.25M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 380 → 434 (+54)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$414M)

0.57% more ownership

Funds ownership: 81.95% → 82.52% (+0.57%)

Holders
434
Holders Change
+54
Holders Change %
+14.21%
% of All Funds
6.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
130
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$31.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$30.2M
3
Millennium Management
Millennium Management
New York
+$30.1M
4
SCP
Seizert Capital Partners
Michigan
+$19.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.9M
2
Select Equity Group
Select Equity Group
New York
-$31.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25.2M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$22.8M
5
Charles Schwab
Charles Schwab
California
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
176
Legato Capital Management
California
$1.72M +$1.74M +8,799 New
EI
177
EAM Investors
California
$1.7M +$1.73M +8,707 New
GCM
178
Graham Capital Management
Connecticut
$1.69M -$638K -3,217 -27%
II
179
Inspire Investing
Idaho
$1.68M -$68.2K -344 -4%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M -$5.35K -27 -0.3%
Deutsche Bank
181
Deutsche Bank
Germany
$1.66M -$1.31M -6,631 -44%
HNB
182
Huntington National Bank
Ohio
$1.63M – – –
LS
183
Livforsakringsbolaget Skandia
Sweden
$1.63M -$79.3K -400 -5%
HW
184
Hancock Whitney
Mississippi
$1.62M -$113K -572 -6%
HH
185
HWG Holdings
Texas
$1.62M +$658K +3,321 +67%
CNAM
186
Campbell Newman Asset Management
Wisconsin
$1.6M -$28.7K -145 -2%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$1.59M -$1.7M -8,603 -51%
ECM
188
ExodusPoint Capital Management
New York
$1.55M -$4.89M -24,652 -76%
YIH
189
Y-Intercept (HK)
Hong Kong
$1.54M +$1.56M +7,894 New
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M – – –
HighTower Advisors
191
HighTower Advisors
Illinois
$1.53M +$104K +524 +7%
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.53M – – –
PCM
193
Polaris Capital Management
Massachusetts
$1.53M -$515K -2,600 -25%
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.52M -$2.14M -10,778 -58%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$1.51M -$35.7K -180 -2%
EI
196
Ethic Inc
New York
$1.48M +$132K +668 +10%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.45M +$11.7K +59 +0.8%
RHJA
198
Rice Hall James & Associates
California
$1.42M – – –
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$1.35M – – –
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$1.35M +6,810 New
6 7
8
9 10

CW Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CW positions and 27 closed out — a net gain of 57 holders — while 143 added to existing stakes and 130 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.

  • 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 380 in Q2 2023.
  • Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 84 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +57 holders.
  • The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
  • The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2023.