Curtiss-Wright
434 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 130 reducing their positions, and 27 closing their positions.
207% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 27
117% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $2.25M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more funds holding
Funds holding: 381 → 434 (+53)
7% more capital invested
Capital invested by funds: $5.77B → $6.19B (+$414M)
9% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 130
0.57% more ownership
Funds ownership: 81.95% → 82.52% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$31.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$30.2M |
| 3 |
Millennium Management
New York
|
+$30.1M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$19.3M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.9M |
| 2 |
Select Equity Group
New York
|
-$31.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.2M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$22.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$21.7M |
CW Hedge Fund Activity: Q3 2023 in Review
434 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2023, worth a combined $6.19B — up 7.2% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new CW positions and 27 closed out — a net gain of 56 holders — while 142 added to existing stakes and 130 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $31.8M. The largest seller was Wellington Management Group, cutting an estimated $54.9M.
- 434 institutional investors held Curtiss-Wright (CW) as of Q3 2023, up from 381 in Q2 2023.
- Funds reported $6.19B of Curtiss-Wright stock for Q3 2023, up 7.2% quarter-over-quarter.
- 83 funds opened new Curtiss-Wright positions in Q3 2023 and 27 closed out, a net change of +56 holders.
- The largest Curtiss-Wright buyer in Q3 2023 was Fiera Capital (Canada), an estimated $31.8M added.
- The largest Curtiss-Wright seller in Q3 2023 was Wellington Management Group, an estimated $54.9M sold.
Based on aggregated 13F filings for Q3 2023.