Curtiss-Wright
188 hedge funds and large institutions have $2.38B invested in Curtiss-Wright in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 16 closing their positions.
160% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $1.31M
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
34% more capital invested
Capital invested by funds: $1.79B → $2.38B (+$599M)
15% more funds holding
Funds holding: 164 → 188 (+24)
1.01% more ownership
Funds ownership: 80.85% → 81.85% (+1%)
19% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 68
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.1M |
| 2 |
SV
Starboard Value
New York
|
+$39.4M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$17.7M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17M |
| 5 |
Primecap Management
Pasadena,
California
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$36.6M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$33.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$25.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$25.1M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
201
HBK Investments
Dallas,
Texas
| – | -$329K | -7,000 | Closed |
|
|
PG
202
PEAK6 Group
Chicago,
Illinois
| – | -$242K | -4,672 | Closed |
|
203
Tudor Investment Corp
Stamford,
Connecticut
| – | -$211K | -4,500 | Closed |
|
|
VDBMI
204
Van Den Berg Management I
Austin,
Texas
| – | -$211K | -4,500 | Closed |
|
|
EWM
205
Evercore Wealth Management
New York
| – | -$4K | -76 | Closed |
|
|
OC
206
Oakworth Capital
Birmingham,
Alabama
| – | +$363 | +7 | New |
|
CW Hedge Fund Activity: Q4 2013 in Review
188 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2013, worth a combined $2.38B — up 34% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CW positions and 16 closed out — a net gain of 25 holders — while 55 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $52.1M. The largest seller was Snyder Capital Management, exiting entirely with an estimated $36.6M sold.
- 188 institutional investors held Curtiss-Wright (CW) as of Q4 2013, up from 164 in Q3 2013.
- Funds reported $2.38B of Curtiss-Wright stock for Q4 2013, up 34% quarter-over-quarter.
- 41 funds opened new Curtiss-Wright positions in Q4 2013 and 16 closed out, a net change of +25 holders.
- The largest Curtiss-Wright buyer in Q4 2013 was Fidelity Investments, an estimated $52.1M added.
- The largest Curtiss-Wright seller in Q4 2013 was Snyder Capital Management, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2013.