Curtiss-Wright
277 hedge funds and large institutions have $3.35B invested in Curtiss-Wright in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 20 closing their positions.
309% more call options, than puts
Call options by funds: $3.98M | Put options by funds: $974K
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
9% more funds holding
Funds holding: 255 → 277 (+22)
7% more capital invested
Capital invested by funds: $3.12B → $3.35B (+$228M)
0.21% less ownership
Funds ownership: 77.21% → 77.01% (-0.21%)
4% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 96
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$51.7M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$40.9M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$38.5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$28.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.3M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$42.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31.2M |
| 4 |
Jennison Associates
New York
|
-$29.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$25.3M |
CW Hedge Fund Activity: Q4 2016 in Review
277 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2016, worth a combined $3.35B — up 7.3% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CW positions and 20 closed out — a net gain of 25 holders — while 92 added to existing stakes and 96 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $51.7M. The largest seller was Fidelity Investments, cutting an estimated $69.3M.
- 277 institutional investors held Curtiss-Wright (CW) as of Q4 2016, up from 255 in Q3 2016.
- Funds reported $3.35B of Curtiss-Wright stock for Q4 2016, up 7.3% quarter-over-quarter.
- 45 funds opened new Curtiss-Wright positions in Q4 2016 and 20 closed out, a net change of +25 holders.
- The largest Curtiss-Wright buyer in Q4 2016 was JP Morgan Chase, an estimated $51.7M added.
- The largest Curtiss-Wright seller in Q4 2016 was Fidelity Investments, an estimated $69.3M sold.
Based on aggregated 13F filings for Q4 2016.