We are live on ! Find out more
CW icon

Curtiss-Wright

275 hedge funds and large institutions have $4.23B invested in Curtiss-Wright in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

114% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $1.47M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $3.59B → $4.23B (+$643M)

16% more funds holding

Funds holding: 238275 (+37)

0.97% more ownership

Funds ownership: 77.69%78.66% (+0.97%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
275
Holders Change
+37
Holders Change %
+15.55%
% of All Funds
6.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
88
Reduced
95
Closed
12
Calls
$3.16M
Puts
$1.47M
Net Calls
+$1.68M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$734M +$29.8M +252,599 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$422M -$2.63M -22,338 -0.6%
State Street
3
State Street
Massachusetts
$227M +$4.34M +36,764 +2%
Boston Partners
4
Boston Partners
Massachusetts
$164M -$2.12M -17,956 -1%
Northern Trust
5
Northern Trust
Illinois
$146M -$3.91M -33,189 -3%
Primecap Management
6
Primecap Management
California
$145M +$307K +2,600 +0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$139M -$7.47M -63,294 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$111M -$3.68M -31,220 -3%
AQR Capital Management
9
AQR Capital Management
Connecticut
$104M -$9.75M -82,678 -9%
GI
10
GAMCO Investors
Connecticut
$101M -$11.5M -97,090 -11%
GF
11
Gabelli Funds
New York
$83.1M -$9.2M -77,987 -10%
Goldman Sachs
12
Goldman Sachs
New York
$82.2M -$13.8M -117,357 -15%
Norges Bank
13
Norges Bank
Norway
$77.9M -$3.61M -30,625 -5%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$74.6M -$2.58M -21,876 -3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$68.7M +$12.1M +102,442 +22%
WHG
16
Westwood Holdings Group
Texas
$65.1M -$8.73M -73,986 -12%
Prudential Financial
17
Prudential Financial
New Jersey
$57.5M -$2.7M -22,906 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$54.5M +$1.22M +10,305 +2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$51.8M +$2.19M +18,599 +5%
Charles Schwab
20
Charles Schwab
California
$50.3M +$4.16M +35,257 +9%
JP Morgan Chase
21
JP Morgan Chase
New York
$49.9M -$5.74M -48,686 -11%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$48.5M +$46.9M +397,759 New
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$47.2M -$2.65M -22,486 -5%
Wells Fargo
24
Wells Fargo
California
$43.2M +$7.57M +64,159 +22%
Ameriprise
25
Ameriprise
Minnesota
$42.2M +$424K +3,593 +1%

CW Hedge Fund Activity: Q4 2017 in Review

275 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2017, worth a combined $4.23B — up 18% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CW positions and 12 closed out — a net gain of 37 holders — while 88 added to existing stakes and 95 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $46.9M. The largest seller was Aberdeen Group, exiting entirely with an estimated $54.1M sold.

  • 275 institutional investors held Curtiss-Wright (CW) as of Q4 2017, up from 238 in Q3 2017.
  • Funds reported $4.23B of Curtiss-Wright stock for Q4 2017, up 18% quarter-over-quarter.
  • 49 funds opened new Curtiss-Wright positions in Q4 2017 and 12 closed out, a net change of +37 holders.
  • The largest Curtiss-Wright buyer in Q4 2017 was Adage Capital Partners, an estimated $46.9M added.
  • The largest Curtiss-Wright seller in Q4 2017 was Aberdeen Group, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2017.