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Curtiss-Wright
CW

538 hedge funds and large institutions have $8.6B invested in Curtiss-Wright in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $1.76M

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

26% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 160

8% more funds holding

Funds holding: 500 → 538 (+38)

6% more capital invested

Capital invested by funds: $8.08B → $8.6B (+$514M)

0.16% more ownership

Funds ownership: 82.69% → 82.85% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
538
Holders Change
+38
Holders Change %
+7.6%
% of All Funds
7.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
81
Increased
202
Reduced
160
Closed
38
Calls
$6.26M
Puts
$1.76M
Net Calls
+$4.5M
Net Calls Change
-$6.1M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$80.6M
2
Franklin Resources
Franklin Resources
California
+$47.1M
3
MP
Munro Partners
Australia
+$44.8M
4
CAM
Congress Asset Management
Massachusetts
+$40.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$40.8M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$62.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$47.6M
3
N
Nuveen
North Carolina
-$44.4M
4
BlackRock
BlackRock
New York
-$32.9M
5
Boston Partners
Boston Partners
Massachusetts
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.15B -$32.9M -123,232 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$988M -$3.29M -12,310 -0.3%
State Street
3
State Street
Massachusetts
$413M +$10.9M +40,776 +3%
Invesco
4
Invesco
Georgia
$347M +$29.6M +110,837 +9%
Boston Partners
5
Boston Partners
Massachusetts
$345M -$32.6M -121,867 -9%
Primecap Management
6
Primecap Management
California
$244M -$20M -74,785 -8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$206M +$1.56M +5,818 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$191M +$8.38M +31,364 +5%
Morgan Stanley
9
Morgan Stanley
New York
$140M +$27.5M +102,849 +25%
Brown Advisory
10
Brown Advisory
Maryland
$139M -$2.85M -10,660 -2%
Norges Bank
11
Norges Bank
Norway
$134M -$26.6M -99,469 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$130M -$18.7M -69,900 -13%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$119M +$234K +876 +0.2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$118M -$19.7M -73,727 -14%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$108M -$30.9M -115,772 -23%
N
16
Nuveen
North Carolina
$102M -$44.4M -166,241 -31%
Ameriprise
17
Ameriprise
Minnesota
$96.1M -$20.7M -77,535 -18%
Select Equity Group
18
Select Equity Group
New York
$95.9M -$15.7M -58,677 -14%
American Century Companies
19
American Century Companies
Missouri
$93.1M -$94.1K -352 -0.1%
SAM
20
Silvercrest Asset Management
New York
$86.2M -$19.8M -74,192 -19%
Franklin Resources
21
Franklin Resources
California
$83.9M +$47.1M +176,061 +132%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$81.9M +$80.6M +301,394 +30,079%
GACM
23
Global Alpha Capital Management
Quebec, Canada
$81.9M -$13.5M -50,600 -14%
Fidelity International
24
Fidelity International
Bermuda
$80.7M +$24.6M +92,173 +45%
Northern Trust
25
Northern Trust
Illinois
$76.5M +$8.05M +30,115 +12%
1
2 3 4 5

CW Hedge Fund Activity: Q2 2024 in Review

538 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q2 2024, worth a combined $8.6B — up 6.4% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 38 closed out — a net gain of 43 holders — while 202 added to existing stakes and 160 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $80.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $62.7M.

  • 538 institutional investors held Curtiss-Wright (CW) as of Q2 2024, up from 500 in Q1 2024.
  • Funds reported $8.6B of Curtiss-Wright stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q2 2024 and 38 closed out, a net change of +43 holders.
  • The largest Curtiss-Wright buyer in Q2 2024 was Sumitomo Mitsui Trust Group, an estimated $80.6M added.
  • The largest Curtiss-Wright seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2024.