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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
IMRF
201
Illinois Municipal Retirement Fund
Illinois
$1.33M – – –
SG Americas Securities
202
SG Americas Securities
New York
$1.31M -$1.8M -9,081 -57%
URS
203
Utah Retirement Systems
Utah
$1.28M – – –
RCM
204
Radnor Capital Management
Pennsylvania
$1.26M +$1.28M +6,443 New
DCM
205
Dean Capital Management
Kansas
$1.24M +$1.25M +6,328 New
QCM
206
Quantinno Capital Management
New York
$1.23M +$868K +4,378 +233%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$1.21M +$112K +566 +10%
Voloridge Investment Management
208
Voloridge Investment Management
Florida
$1.14M +$1.16M +5,835 New
Federated Hermes
209
Federated Hermes
Pennsylvania
$1.13M -$98.3K -496 -8%
PMEF
210
Point72 Middle East FZE
United Arab Emirates
$1.13M +$1.15M +5,797 New
CC
211
Cadinha & Co
Hawaii
$1.13M +$1.15M +5,795 New
SA
212
Shilanski & Associates
Alaska
$1.09M +$151K +762 +16%
GT
213
Glenmede Trust
Pennsylvania
$1.09M -$86K -434 -7%
AR
214
Advisory Research
Illinois
$1.07M +$169K +855 +19%
MML Investors Services
215
MML Investors Services
Massachusetts
$1.05M +$123K +619 +13%
US Bancorp
216
US Bancorp
Minnesota
$1.01M +$79.7K +402 +8%
CCIA
217
Campbell & Co Investment Adviser
Maryland
$1.01M +$379K +1,912 +59%
Corient Private Wealth
218
Corient Private Wealth
Florida
$997K +$88.6K +447 +10%
VI
219
Vestcor Inc
New Brunswick, Canada
$987K – – –
FHB
220
First Hawaiian Bank
Hawaii
$986K -$19.2K -97 -2%
CMANY
221
Capital Management Associates (New York)
New York
$978K – – –
OTL
222
Oak Thistle LLC
New York
$971K +$984K +4,965 New
GCM
223
Greenland Capital Management
New York
$943K +$955K +4,819 New
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$939K -$836K -4,220 -48%
X
225
Xponance
Pennsylvania
$897K -$17.6K -89 -2%
7 8
9
10 11

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.