Curtiss-Wright
206 hedge funds and large institutions have $2.47B invested in Curtiss-Wright in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 23 closing their positions.
330% more call options, than puts
Call options by funds: $1.91M | Put options by funds: $445K
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
9% more funds holding
Funds holding: 189 → 206 (+17)
2% more capital invested
Capital invested by funds: $2.41B → $2.47B (+$53.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 67
1.24% less ownership
Funds ownership: 81.86% → 80.62% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 2 |
Primecap Management
Pasadena,
California
|
+$27.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 4 |
CCI
Columbus Circle Investors
|
+$17M |
| 5 |
Renaissance Technologies
New York
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$103M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$31.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$20.4M |
| 4 |
SV
Starboard Value
New York
|
-$14.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$12.8M |
CW Hedge Fund Activity: Q1 2014 in Review
206 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2014, worth a combined $2.47B — up 2.2% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CW positions and 23 closed out — a net gain of 18 holders — while 64 added to existing stakes and 67 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Allianz Asset Management, cutting an estimated $103M.
- 206 institutional investors held Curtiss-Wright (CW) as of Q1 2014, up from 189 in Q4 2013.
- Funds reported $2.47B of Curtiss-Wright stock for Q1 2014, up 2.2% quarter-over-quarter.
- 41 funds opened new Curtiss-Wright positions in Q1 2014 and 23 closed out, a net change of +18 holders.
- The largest Curtiss-Wright buyer in Q1 2014 was Fidelity Investments, an estimated $109M added.
- The largest Curtiss-Wright seller in Q1 2014 was Allianz Asset Management, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2014.