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Curtiss-Wright

561 hedge funds and large institutions have $10.2B invested in Curtiss-Wright in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 194 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $4.44M

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $8.6B → $10.2B (+$1.6B)

4% more funds holding

Funds holding: 538561 (+23)

9% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 178

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
81
Increased
194
Reduced
178
Closed
54
Calls
$30.4M
Puts
$4.44M
Net Calls
+$25.9M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.37B -$21.6M -72,916 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B -$8.11M -27,406 -0.8%
State Street
3
State Street
Massachusetts
$498M -$2.25M -7,616 -0.5%
Invesco
4
Invesco
Georgia
$438M +$15.5M +52,390 +4%
Boston Partners
5
Boston Partners
Massachusetts
$328M -$81.2M -274,511 -22%
Primecap Management
6
Primecap Management
California
$270M -$23.1M -77,990 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$241M +$8.17M +27,607 +4%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$215M +$172M +580,652 +738%
AllianceBernstein
9
AllianceBernstein
Tennessee
$192M -$51.9M -175,525 -23%
American Century Companies
10
American Century Companies
Missouri
$180M +$60.4M +204,052 +59%
Norges Bank
11
Norges Bank
Norway
$171M +$7.1M +24,003 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$154M -$3.99M -13,467 -3%
CAM
13
Congress Asset Management
Massachusetts
$151M +$78.5M +265,205 +137%
Brown Advisory
14
Brown Advisory
Maryland
$149M -$17.1M -57,852 -11%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$140M -$4.69M -15,841 -4%
Morgan Stanley
16
Morgan Stanley
New York
$139M -$27.7M -93,726 -18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$137M -$5.28M -17,843 -4%
Franklin Resources
18
Franklin Resources
California
$115M +$6.67M +22,543 +7%
Ameriprise
19
Ameriprise
Minnesota
$102M -$13.4M -45,396 -13%
EIP
20
Epoch Investment Partners
New York
$101M +$30.8M +104,223 +51%
SAM
21
Silvercrest Asset Management
New York
$96.9M -$6.9M -23,330 -7%
DCM
22
Driehaus Capital Management
Illinois
$93.1M +$18.8M +63,518 +29%
Northern Trust
23
Northern Trust
Illinois
$89.3M -$3.11M -10,495 -4%
VanEck Associates
24
VanEck Associates
New York
$88.8M +$16.9M +56,966 +29%
N
25
Nuveen
North Carolina
$87.6M -$32.5M -109,791 -29%

CW Hedge Fund Activity: Q3 2024 in Review

561 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q3 2024, worth a combined $10.2B — up 19% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CW positions and 54 closed out — a net gain of 27 holders — while 194 added to existing stakes and 178 trimmed.

The largest buyer was TD Asset Management, adding an estimated $172M. The largest seller was Boston Partners, cutting an estimated $81.2M.

  • 561 institutional investors held Curtiss-Wright (CW) as of Q3 2024, up from 538 in Q2 2024.
  • Funds reported $10.2B of Curtiss-Wright stock for Q3 2024, up 19% quarter-over-quarter.
  • 81 funds opened new Curtiss-Wright positions in Q3 2024 and 54 closed out, a net change of +27 holders.
  • The largest Curtiss-Wright buyer in Q3 2024 was TD Asset Management, an estimated $172M added.
  • The largest Curtiss-Wright seller in Q3 2024 was Boston Partners, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.