Curtiss-Wright
479 hedge funds and large institutions have $7.03B invested in Curtiss-Wright in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 148 reducing their positions, and 26 closing their positions.
3,466% more call options, than puts
Call options by funds: $7.95M | Put options by funds: $223K
196% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 26
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 148
14% more capital invested
Capital invested by funds: $6.19B → $7.03B (+$842M)
10% more funds holding
Funds holding: 434 → 479 (+45)
0.03% less ownership
Funds ownership: 82.52% → 82.48% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$25.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$25.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$21.4M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$73.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$65M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$56.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$38.2M |
CW Hedge Fund Activity: Q4 2023 in Review
479 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2023, worth a combined $7.03B — up 14% from $6.19B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new CW positions and 26 closed out — a net gain of 51 holders — while 174 added to existing stakes and 148 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47M. The largest seller was Boston Partners, cutting an estimated $73.6M.
- 479 institutional investors held Curtiss-Wright (CW) as of Q4 2023, up from 434 in Q3 2023.
- Funds reported $7.03B of Curtiss-Wright stock for Q4 2023, up 14% quarter-over-quarter.
- 77 funds opened new Curtiss-Wright positions in Q4 2023 and 26 closed out, a net change of +51 holders.
- The largest Curtiss-Wright buyer in Q4 2023 was Morgan Stanley, an estimated $47M added.
- The largest Curtiss-Wright seller in Q4 2023 was Boston Partners, an estimated $73.6M sold.
Based on aggregated 13F filings for Q4 2023.