Curtiss-Wright
164 hedge funds and large institutions have $1.79B invested in Curtiss-Wright in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 11 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
31% more capital invested
Capital invested by funds: $1.36B → $1.79B (+$423M)
25% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 48
8% more funds holding
Funds holding: 152 → 164 (+12)
2.25% more ownership
Funds ownership: 78.59% → 80.84% (+2.3%)
100% less call options, than puts
Call options by funds: $12K | Put options by funds: $2.65M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$34.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.7M |
| 3 |
Primecap Management
Pasadena,
California
|
+$33.7M |
| 4 |
SV
Starboard Value
New York
|
+$17M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$33.7M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$17.8M |
| 3 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$14.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.1M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$10.8M |
CW Hedge Fund Activity: Q3 2013 in Review
164 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2013, worth a combined $1.79B — up 31% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CW positions and 11 closed out — a net gain of 14 holders — while 60 added to existing stakes and 48 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $34.6M. The largest seller was Pzena Investment Management, cutting an estimated $33.7M.
- 164 institutional investors held Curtiss-Wright (CW) as of Q3 2013, up from 152 in Q2 2013.
- Funds reported $1.79B of Curtiss-Wright stock for Q3 2013, up 31% quarter-over-quarter.
- 25 funds opened new Curtiss-Wright positions in Q3 2013 and 11 closed out, a net change of +14 holders.
- The largest Curtiss-Wright buyer in Q3 2013 was Jennison Associates, an estimated $34.6M added.
- The largest Curtiss-Wright seller in Q3 2013 was Pzena Investment Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2013.