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Curtiss-Wright

500 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.89M

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

20% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 152

13% more capital invested

Capital invested by funds: $7.14B → $8.08B (+$947M)

5% more funds holding

Funds holding: 478500 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.08% less ownership

Funds ownership: 83.77%82.69% (-1.1%)

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.12B +$48.5M +208,640 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$936M +$4.4M +18,939 +0.5%
State Street
3
State Street
Massachusetts
$379M +$2.14M +9,184 +0.6%
Boston Partners
4
Boston Partners
Massachusetts
$357M +$9.45M +40,657 +3%
Invesco
5
Invesco
Georgia
$299M -$55.8M -240,047 -17%
Primecap Management
6
Primecap Management
California
$250M -$8.22M -35,365 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$193M +$3.09M +13,273 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$172M +$19.4M +83,240 +14%
Norges Bank
9
Norges Bank
Norway
$152M +$19.5M +83,669 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$141M -$9.04M -38,900 -7%
N
11
Nuveen
North Carolina
$139M -$19M -81,851 -13%
Brown Advisory
12
Brown Advisory
Maryland
$134M +$415K +1,786 +0.3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$131M -$48.4M -208,317 -29%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$130M -$6.5M -27,947 -5%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$112M -$172K -738 -0.2%
Ameriprise
16
Ameriprise
Minnesota
$111M -$49.7M -213,716 -33%
Select Equity Group
17
Select Equity Group
New York
$106M -$18.2M -78,318 -16%
Morgan Stanley
18
Morgan Stanley
New York
$106M -$152M -653,130 -61%
SAM
19
Silvercrest Asset Management
New York
$100M -$7.84M -33,736 -8%
GACM
20
Global Alpha Capital Management
Quebec, Canada
$90.3M +$24.1M +103,780 +42%
American Century Companies
21
American Century Companies
Missouri
$88M -$16.6M -71,598 -17%
Prudential Financial
22
Prudential Financial
New Jersey
$75.6M +$35.2M +151,487 +105%
Northern Trust
23
Northern Trust
Illinois
$64.5M -$7.88M -33,888 -12%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$64.1M -$4.73M -20,340 -8%
Charles Schwab
25
Charles Schwab
California
$61.1M +$23.9K +103 +0%

CW Hedge Fund Activity: Q1 2024 in Review

500 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q1 2024, worth a combined $8.08B — up 13% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CW positions and 41 closed out — a net gain of 25 holders — while 183 added to existing stakes and 152 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 500 institutional investors held Curtiss-Wright (CW) as of Q1 2024, up from 478 in Q4 2023.
  • Funds reported $8.08B of Curtiss-Wright stock for Q1 2024, up 13% quarter-over-quarter.
  • 66 funds opened new Curtiss-Wright positions in Q1 2024 and 41 closed out, a net change of +25 holders.
  • The largest Curtiss-Wright buyer in Q1 2024 was BlackRock, an estimated $48.5M added.
  • The largest Curtiss-Wright seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.