We are live on ! Find out more
CW icon

Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
201
Prudential Financial
New Jersey
$763K -$2.32M -13,911 -75%
ETC
202
Exchange Traded Concepts
Oklahoma
$752K +$20K +120 +3%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$749K +$280K +1,684 +60%
CB
204
Commerce Bank
Missouri
$748K +$2.17K +13 +0.3%
CCMG
205
Clark Capital Management Group
Pennsylvania
$737K +$23.8K +143 +3%
PAM
206
Paradigm Asset Management
New York
$735K +$733K +4,400 New
LFAS
207
Level Four Advisory Services
Texas
$719K +$718K +4,308 New
Citadel Advisors
208
Citadel Advisors
Florida
$712K -$2.54M -15,271 -78%
GCA
209
Greenwood Capital Associates
South Carolina
$712K +$9.16K +55 +1%
RWA
210
Redmont Wealth Advisors
Illinois
$701K -$32.8K -197 -4%
LWAM
211
Legacy Wealth Asset Management
Minnesota
$700K -$286K -1,717 -29%
EI
212
Ethic Inc
New York
$694K +$280K +1,683 +68%
CCIA
213
Campbell & Co Investment Adviser
Maryland
$680K +$678K +4,070 New
SA
214
Shilanski & Associates
Alaska
$649K +$647K +3,887 New
VI
215
Vestcor Inc
New Brunswick, Canada
$645K – – –
CGH
216
Crossmark Global Holdings
Texas
$616K -$5K -30 -0.8%
GT
217
Glenmede Trust
Pennsylvania
$611K – – –
PCH
218
PGIM Custom Harvest
New Jersey
$607K +$606K +3,637 New
LA
219
Lindenwold Advisors
Pennsylvania
$603K -$75.1K -451 -11%
FMTC
220
Farmers & Merchants Trust Company
California
$592K – – –
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$592K -$333K -2,000 -36%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$592K +$590K +3,544 New
SAM
223
Securian Asset Management
Minnesota
$587K – – –
RWM
224
Ritholtz Wealth Management
New York
$575K +$51.5K +309 +10%
SAM
225
Seelaus Asset Management
New Jersey
$567K -$44.1K -265 -7%
7 8
9
10 11

CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.