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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$2.85M +$180K +774 +7%
CCMINC
177
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.83M +$262K +1,129 +11%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$2.82M +$69.7K +300 +3%
TC
179
TownSquare Capital
Utah
$2.77M +$192K +827 +8%
AIP
180
Ameritas Investment Partners
Nebraska
$2.72M
Jane Street
181
Jane Street
New York
$2.71M +$1.42M +6,108 +137%
ASRS
182
Arizona State Retirement System
Arizona
$2.69M -$46.3K -199 -2%
RB
183
Rodgers Brothers
Pennsylvania
$2.65M -$232K -1,000 -9%
SO
184
STRS Ohio
Ohio
$2.62M -$149K -639 -6%
JFG
185
Jefferies Financial Group
New York
$2.61M +$2.37M +10,200 New
BCI
186
Brinker Capital Investments
Pennsylvania
$2.6M -$69.7K -300 -3%
OPS
187
Orion Portfolio Solutions
Nebraska
$2.6M -$69.7K -300 -3%
CCM
188
CloudAlpha Capital Management
Hong Kong
$2.58M +$2.35M +10,100 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$2.56M +$1.13M +4,874 +95%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$2.5M -$745K -3,204 -25%
EGA
191
Eagle Global Advisors
Texas
$2.5M
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
$2.46M +$2.24M +9,627 New
AM
193
AGF Management
Ontario, Canada
$2.44M -$815K -3,505 -27%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$2.42M -$302K -1,300 -12%
SOMRS
195
State of Michigan Retirement System
Michigan
$2.4M +$46.5K +200 +2%
CAM
196
ClariVest Asset Management
California
$2.33M -$4.9M -21,085 -70%
MML Investors Services
197
MML Investors Services
Massachusetts
$2.33M +$203K +871 +11%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$2.29M +$1.02M +4,373 +95%
Man Group
199
Man Group
United Kingdom
$2.27M -$363K -1,563 -15%
Renaissance Technologies
200
Renaissance Technologies
New York
$2.25M +$209K +900 +11%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.