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Curtiss-Wright
CW

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$658M)

13% more funds holding

Funds holding: 338 → 382 (+44)

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 127

2.24% less ownership

Funds ownership: 85.77% → 83.53% (-2.2%)

57% less call options, than puts

Call options by funds: $767K | Put options by funds: $1.8M

Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$18.6M
2
Invesco
Invesco
Georgia
+$18.2M
3
Amundi
Amundi
France
+$16.9M
4
BlackRock
BlackRock
New York
+$16.2M
5
EIP
Epoch Investment Partners
New York
+$13.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$52.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$41M
3
Primecap Management
Primecap Management
California
-$28.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.1M
5
LSV Asset Management
LSV Asset Management
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$705M +$16.2M +96,987 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M +$7.01M +42,078 +1%
Boston Partners
3
Boston Partners
Massachusetts
$281M +$794K +4,766 +0.3%
Invesco
4
Invesco
Georgia
$254M +$18.2M +109,534 +8%
State Street
5
State Street
Massachusetts
$230M -$165K -991 -0.1%
Primecap Management
6
Primecap Management
California
$190M -$28.5M -170,880 -13%
AllianceBernstein
7
AllianceBernstein
Tennessee
$183M -$41M -246,163 -18%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$180M -$26.1M -156,717 -13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$154M -$1.87M -11,230 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$111M -$2.51M -15,088 -2%
Ameriprise
11
Ameriprise
Minnesota
$108M -$52.3M -314,198 -33%
Select Equity Group
12
Select Equity Group
New York
$99.2M +$18.6M +111,647 +23%
American Century Companies
13
American Century Companies
Missouri
$96.9M +$8.71M +52,281 +10%
SAM
14
Silvercrest Asset Management
New York
$96.6M +$561K +3,371 +0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$86.9M +$3.69M +22,144 +4%
N
16
Nuveen
North Carolina
$86M +$500K +2,999 +0.6%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$70.8M -$4.06M -24,363 -5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$68.9M +$12.9M +77,286 +23%
Norges Bank
19
Norges Bank
Norway
$67.7M +$5.46M +32,761 +9%
Charles Schwab
20
Charles Schwab
California
$57.4M +$1.22M +7,336 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$54.5M -$9.6M -57,652 -15%
Morgan Stanley
22
Morgan Stanley
New York
$47.5M +$7.64M +45,847 +19%
Victory Capital Management
23
Victory Capital Management
Texas
$46.3M -$14.4M -86,286 -24%
Northern Trust
24
Northern Trust
Illinois
$45.3M -$546K -3,279 -1%
LSV Asset Management
25
LSV Asset Management
Illinois
$45.3M -$25.3M -152,126 -36%
1
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CW Hedge Fund Activity: Q4 2022 in Review

382 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2022, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CW positions and 23 closed out — a net gain of 51 holders — while 120 added to existing stakes and 127 trimmed.

The largest buyer was Select Equity Group, adding an estimated $18.6M. The largest seller was Ameriprise, cutting an estimated $52.3M.

  • 382 institutional investors held Curtiss-Wright (CW) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $5.24B of Curtiss-Wright stock for Q4 2022, up 14% quarter-over-quarter.
  • 74 funds opened new Curtiss-Wright positions in Q4 2022 and 23 closed out, a net change of +51 holders.
  • The largest Curtiss-Wright buyer in Q4 2022 was Select Equity Group, an estimated $18.6M added.
  • The largest Curtiss-Wright seller in Q4 2022 was Ameriprise, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2022.