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Curtiss-Wright
CW

238 hedge funds and large institutions have $3.59B invested in Curtiss-Wright in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

14% more capital invested

Capital invested by funds: $3.14B → $3.59B (+$448M)

1% more funds holding

Funds holding: 235 → 238 (+3)

0.4% more ownership

Funds ownership: 77.29% → 77.69% (+0.4%)

41% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.37M

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
89
Reduced
76
Closed
29
Calls
$1.4M
Puts
$2.37M
Net Calls
-$970K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$61.8M
2
Boston Partners
Boston Partners
Massachusetts
+$40.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.9M
4
Prudential Financial
Prudential Financial
New Jersey
+$16.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.2M
2
MWNA
Marshall Wace North America
New York
-$25.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25M
4
Deutsche Bank
Deutsche Bank
Germany
-$18.9M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$603M +$61.8M +637,351 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M -$3.3M -34,054 -1%
State Street
3
State Street
Massachusetts
$191M +$4.48M +46,121 +3%
Boston Partners
4
Boston Partners
Massachusetts
$142M +$40.9M +421,332 +45%
Northern Trust
5
Northern Trust
Illinois
$129M -$909K -9,366 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$126M -$3.85M -39,728 -3%
Primecap Management
7
Primecap Management
California
$124M -$2.3M -23,700 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$98.6M +$394K +4,064 +0.4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$98.1M -$8.22M -84,668 -8%
GI
10
GAMCO Investors
Connecticut
$96.6M -$5.09M -52,450 -5%
Goldman Sachs
11
Goldman Sachs
New York
$82.8M -$8.07M -83,179 -10%
GF
12
Gabelli Funds
New York
$79.4M -$340K -3,500 -0.5%
Norges Bank
13
Norges Bank
Norway
$70.1M +$8.36M +86,198 +15%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$66.3M +$4.81M +49,560 +8%
WHG
15
Westwood Holdings Group
Texas
$63.6M -$6.73M -69,337 -10%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$54.1M +$50.2M +517,768 New
Prudential Financial
17
Prudential Financial
New Jersey
$51.7M +$16.2M +167,135 +51%
JP Morgan Chase
18
JP Morgan Chase
New York
$48.5M -$73.2M -754,603 -62%
Capital Research Global Investors
19
Capital Research Global Investors
California
$48.2M – – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$45.7M +$571K +5,885 +1%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$42.9M -$2.05M -21,154 -5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$42.5M +$3.67M +37,832 +10%
Charles Schwab
23
Charles Schwab
California
$39.4M -$14.1M -145,180 -28%
Ameriprise
24
Ameriprise
Minnesota
$35.8M -$365K -3,759 -1%
TA
25
Teachers Advisors
New York
$30.9M +$75.3K +776 +0.3%
1
2 3 4 5

CW Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2017, worth a combined $3.59B — up 14% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CW positions and 29 closed out — a net gain of 5 holders — while 89 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $61.8M. The largest seller was JP Morgan Chase, cutting an estimated $73.2M.

  • 238 institutional investors held Curtiss-Wright (CW) as of Q3 2017, up from 235 in Q2 2017.
  • Funds reported $3.59B of Curtiss-Wright stock for Q3 2017, up 14% quarter-over-quarter.
  • 34 funds opened new Curtiss-Wright positions in Q3 2017 and 29 closed out, a net change of +5 holders.
  • The largest Curtiss-Wright buyer in Q3 2017 was BlackRock, an estimated $61.8M added.
  • The largest Curtiss-Wright seller in Q3 2017 was JP Morgan Chase, an estimated $73.2M sold.

Based on aggregated 13F filings for Q3 2017.