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Curtiss-Wright
CW

308 hedge funds and large institutions have $3.99B invested in Curtiss-Wright in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% more ownership

Funds ownership: 81.04% → 82.37% (+1.3%)

2% more capital invested

Capital invested by funds: $3.91B → $3.99B (+$79.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 319 → 308 (-11)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

19% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.66M

Holders
308
Holders Change
-11
Holders Change %
-3.45%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
100
Reduced
118
Closed
47
Calls
$1.35M
Puts
$1.66M
Net Calls
-$309K
Net Calls Change
-$3.23M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$43M
2
Invesco
Invesco
Georgia
+$28.4M
3
Boston Partners
Boston Partners
Massachusetts
+$21.5M
4
Millennium Management
Millennium Management
New York
+$17.7M
5
RP
Reinhart Partners
Wisconsin
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$30.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$29.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.5M
4
Jennison Associates
Jennison Associates
New York
-$22.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$464M +$6.83M +59,018 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$433M +$4.41M +38,145 +1%
Boston Partners
3
Boston Partners
Massachusetts
$241M +$21.5M +186,097 +10%
Primecap Management
4
Primecap Management
California
$213M +$9.79M +84,610 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$179M +$43M +372,059 +33%
State Street
6
State Street
Massachusetts
$162M -$1.7M -14,721 -1%
NI
7
Natural Investments
California
$117M – – –
Wellington Management Group
8
Wellington Management Group
Massachusetts
$111M -$26.5M -228,823 -20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$93.9M -$1.86M -16,091 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$87.9M -$4.95M -42,800 -5%
Millennium Management
11
Millennium Management
New York
$86.2M +$17.7M +153,231 +27%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$76.5M -$79.1K -684 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$75M -$225K -1,944 -0.3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$70.4M -$2.18M -18,847 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$64M -$8.61M -74,404 -12%
Norges Bank
16
Norges Bank
Norway
$59.5M -$3.67M -31,697 -6%
Lazard Asset Management
17
Lazard Asset Management
New York
$50.3M +$1.85M +15,978 +4%
Ameriprise
18
Ameriprise
Minnesota
$48.9M +$716K +6,188 +2%
VVP
19
Vulcan Value Partners
Alabama
$46.4M +$3.8M +32,862 +9%
Invesco
20
Invesco
Georgia
$46.2M +$28.4M +245,808 +171%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$45M -$14.5M -125,092 -25%
Brown Advisory
22
Brown Advisory
Maryland
$43.8M +$1.35M +11,694 +3%
Bank of America
23
Bank of America
North Carolina
$43.4M +$16.4M +141,496 +63%
N
24
Nuveen
North Carolina
$41M +$3.88M +33,544 +11%
Northern Trust
25
Northern Trust
Illinois
$40.4M +$2.06M +17,804 +6%
1
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CW Hedge Fund Activity: Q1 2021 in Review

308 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2021, worth a combined $3.99B — up 2% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CW and 39 opened new positions — a net loss of 8 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $43M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $30.7M sold.

  • 308 institutional investors held Curtiss-Wright (CW) as of Q1 2021, down from 319 in Q4 2020.
  • Funds reported $3.99B of Curtiss-Wright stock for Q1 2021, up 2% quarter-over-quarter.
  • 39 funds opened new Curtiss-Wright positions in Q1 2021 and 47 closed out, a net change of -8 holders.
  • The largest Curtiss-Wright buyer in Q1 2021 was Fidelity Investments, an estimated $43M added.
  • The largest Curtiss-Wright seller in Q1 2021 was Clark Capital Management Group, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2021.