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Curtiss-Wright

313 hedge funds and large institutions have $3.78B invested in Curtiss-Wright in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $816K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.38B → $3.78B (+$402M)

9% more funds holding

Funds holding: 287313 (+26)

2.26% more ownership

Funds ownership: 75.58%77.84% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 95

Holders
313
Holders Change
+26
Holders Change %
+9.06%
% of All Funds
6.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
56
Increased
102
Reduced
95
Closed
30
Calls
$2.58M
Puts
$816K
Net Calls
+$1.77M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$521M -$56.7M -498,082 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$416M +$2.85M +25,063 +0.7%
State Street
3
State Street
Massachusetts
$174M +$3.31M +29,059 +2%
AQR Capital Management
4
AQR Capital Management
Connecticut
$158M -$13.9M -122,171 -8%
Primecap Management
5
Primecap Management
California
$152M
Boston Partners
6
Boston Partners
Massachusetts
$150M -$4.62M -40,585 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$105M +$7.45M +65,436 +8%
Capital Research Global Investors
8
Capital Research Global Investors
California
$92.8M +$3.42M +30,000 +4%
Goldman Sachs
9
Goldman Sachs
New York
$80.8M +$1.31M +11,465 +2%
GI
10
GAMCO Investors
Connecticut
$77.1M -$453K -3,977 -0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$75.6M -$1.84M -16,186 -2%
Norges Bank
12
Norges Bank
Norway
$66.8M
GF
13
Gabelli Funds
New York
$66.8M -$4.41M -38,700 -6%
Los Angeles Capital Management
14
Los Angeles Capital Management
California
$62.4M +$730K +6,410 +1%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$58.9M -$12.9M -112,963 -18%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$54.8M -$85.3K -749 -0.2%
AL
17
AJO LP
Pennsylvania
$52.8M +$48.5M +426,002 +1,064%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$51.9M +$78.1K +686 +0.2%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$47.4M +$31.7M +278,025 +198%
Northern Trust
20
Northern Trust
Illinois
$46.9M +$574K +5,038 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$46.7M -$10.2M -89,915 -18%
Man Group
22
Man Group
United Kingdom
$44.4M +$35.2M +308,851 +374%
Artisan Partners
23
Artisan Partners
Wisconsin
$41.5M -$4.02M -35,347 -9%
Charles Schwab
24
Charles Schwab
California
$40.1M +$2.71M +23,794 +7%
Citadel Advisors
25
Citadel Advisors
Florida
$39.6M +$4.94M +43,433 +14%

CW Hedge Fund Activity: Q1 2019 in Review

313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2019, worth a combined $3.78B — up 12% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CW positions and 30 closed out — a net gain of 26 holders — while 102 added to existing stakes and 95 trimmed.

The largest buyer was AJO LP, adding an estimated $48.5M. The largest seller was Wells Fargo, cutting an estimated $57M.

  • 313 institutional investors held Curtiss-Wright (CW) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $3.78B of Curtiss-Wright stock for Q1 2019, up 12% quarter-over-quarter.
  • 56 funds opened new Curtiss-Wright positions in Q1 2019 and 30 closed out, a net change of +26 holders.
  • The largest Curtiss-Wright buyer in Q1 2019 was AJO LP, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2019 was Wells Fargo, an estimated $57M sold.

Based on aggregated 13F filings for Q1 2019.