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Curtiss-Wright

319 hedge funds and large institutions have $3.91B invested in Curtiss-Wright in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,253% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $233K

27% more capital invested

Capital invested by funds: $3.07B → $3.91B (+$842M)

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more funds holding

Funds holding: 314319 (+5)

1.19% more ownership

Funds ownership: 79.85%81.04% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 121

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
102
Reduced
121
Closed
41
Calls
$3.15M
Puts
$233K
Net Calls
+$2.92M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$448M -$16.9M -159,721 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$420M +$5.14M +48,676 +1%
Boston Partners
3
Boston Partners
Massachusetts
$214M -$476K -4,513 -0.2%
Primecap Management
4
Primecap Management
California
$200M +$3.82M +36,217 +2%
State Street
5
State Street
Massachusetts
$161M +$999K +9,463 +0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$135M +$15.2M +143,881 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$133M +$23.3M +220,294 +24%
NI
8
Natural Investments
California
$115M +$104M +989,295 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$93.9M -$651K -6,170 -0.8%
LSV Asset Management
10
LSV Asset Management
Illinois
$91.3M +$31.3M +296,404 +61%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$75.2M +$458K +4,339 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.8M +$1.48M +14,025 +2%
ClearBridge Investments
13
ClearBridge Investments
New York
$71.5M +$40M +379,419 +162%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$71.3M +$438K +4,153 +0.7%
Millennium Management
15
Millennium Management
New York
$66.7M +$28.6M +271,128 +90%
Norges Bank
16
Norges Bank
Norway
$62M -$961K -9,100 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$58.7M -$6.43M -60,919 -11%
Lazard Asset Management
18
Lazard Asset Management
New York
$47.5M +$2.08M +19,672 +5%
Ameriprise
19
Ameriprise
Minnesota
$47.2M -$2.37M -22,463 -5%
Jennison Associates
20
Jennison Associates
New York
$43.4M +$15.7M +148,871 +67%
VVP
21
Vulcan Value Partners
Alabama
$41.7M +$1.18M +11,196 +3%
Brown Advisory
22
Brown Advisory
Maryland
$41.6M -$844 -8 -0%
Northern Trust
23
Northern Trust
Illinois
$37.5M -$267K -2,534 -0.8%
GI
24
GAMCO Investors
Connecticut
$36.9M -$1.39M -13,137 -4%
N
25
Nuveen
North Carolina
$36.4M -$4.03M -38,145 -11%

CW Hedge Fund Activity: Q4 2020 in Review

319 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2020, worth a combined $3.91B — up 27% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CW positions and 41 closed out — a net gain of 6 holders — while 102 added to existing stakes and 121 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $28.7M.

  • 319 institutional investors held Curtiss-Wright (CW) as of Q4 2020, up from 314 in Q3 2020.
  • Funds reported $3.91B of Curtiss-Wright stock for Q4 2020, up 27% quarter-over-quarter.
  • 47 funds opened new Curtiss-Wright positions in Q4 2020 and 41 closed out, a net change of +6 holders.
  • The largest Curtiss-Wright buyer in Q4 2020 was Natural Investments, an estimated $104M added.
  • The largest Curtiss-Wright seller in Q4 2020 was Goldman Sachs, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.