Curtiss-Wright
387 hedge funds and large institutions have $5.58B invested in Curtiss-Wright in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 35 closing their positions.
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
6% more capital invested
Capital invested by funds: $5.24B → $5.58B (+$339M)
2% more funds holding
Funds holding: 381 → 387 (+6)
0.79% more ownership
Funds ownership: 81.92% → 82.71% (+0.79%)
16% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 147
62% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $2.81M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.8M |
| 2 |
Select Equity Group
New York
|
+$27.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.4M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$14M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.2M |
| 2 |
PFC
Poplar Forest Capital
Pasadena,
California
|
-$21.8M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$20.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$18.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$14.8M |
CW Hedge Fund Activity: Q1 2023 in Review
387 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2023, worth a combined $5.58B — up 6.5% from $5.24B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new CW positions and 35 closed out — a net gain of 8 holders — while 124 added to existing stakes and 147 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $57.8M. The largest seller was Fidelity Investments, cutting an estimated $27.2M.
- 387 institutional investors held Curtiss-Wright (CW) as of Q1 2023, up from 381 in Q4 2022.
- Funds reported $5.58B of Curtiss-Wright stock for Q1 2023, up 6.5% quarter-over-quarter.
- 43 funds opened new Curtiss-Wright positions in Q1 2023 and 35 closed out, a net change of +8 holders.
- The largest Curtiss-Wright buyer in Q1 2023 was Wellington Management Group, an estimated $57.8M added.
- The largest Curtiss-Wright seller in Q1 2023 was Fidelity Investments, an estimated $27.2M sold.
Based on aggregated 13F filings for Q1 2023.