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Curtiss-Wright

622 hedge funds and large institutions have $11.3B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $7.77M

184% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 38

11% more funds holding

Funds holding: 561622 (+61)

10% more capital invested

Capital invested by funds: $10.2B → $11.3B (+$1.06B)

1.61% more ownership

Funds ownership: 82%83.61% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 201

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
622
Holders Change
+61
Holders Change %
+10.87%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
208
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.45B -$28.9M -80,344 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29B +$5.72M +15,890 +0.4%
State Street
3
State Street
Massachusetts
$538M +$372K +1,033 +0.1%
Invesco
4
Invesco
Georgia
$503M +$30.5M +84,635 +6%
Boston Partners
5
Boston Partners
Massachusetts
$318M -$36.1M -100,334 -10%
Primecap Management
6
Primecap Management
California
$274M -$18.5M -51,360 -6%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$272M +$38.6M +107,115 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$264M +$4.35M +12,086 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$210M +$2.51M +6,971 +1%
Norges Bank
10
Norges Bank
Norway
$202M +$17.8M +49,440 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$159M -$6.9M -19,162 -4%
CAM
12
Congress Asset Management
Massachusetts
$157M -$6.22M -17,276 -4%
American Century Companies
13
American Century Companies
Missouri
$155M -$39.8M -110,416 -20%
Morgan Stanley
14
Morgan Stanley
New York
$154M +$4.81M +13,367 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$137M -$11.3M -31,312 -7%
Brown Advisory
16
Brown Advisory
Maryland
$137M -$24.9M -69,261 -15%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$133M +$135M +373,730 New
Franklin Resources
18
Franklin Resources
California
$123M +$5.46M +15,159 +5%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$119M +$57.8M +160,395 +90%
VanEck Associates
20
VanEck Associates
New York
$118M +$28.6M +79,362 +31%
Northern Trust
21
Northern Trust
Illinois
$117M +$21M +58,207 +21%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$109M -$42.3M -117,495 -28%
Ameriprise
23
Ameriprise
Minnesota
$105M -$5.07M -14,076 -5%
DCM
24
Driehaus Capital Management
Illinois
$103M +$3.04M +8,447 +3%
SAM
25
Silvercrest Asset Management
New York
$103M -$1.79M -4,981 -2%

CW Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Curtiss-Wright (CW) for Q4 2024, worth a combined $11.3B — up 10% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CW positions and 38 closed out — a net gain of 70 holders — while 208 added to existing stakes and 201 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $135M. The largest seller was International Assets Investment Management, cutting an estimated $145M.

  • 622 institutional investors held Curtiss-Wright (CW) as of Q4 2024, up from 561 in Q3 2024.
  • Funds reported $11.3B of Curtiss-Wright stock for Q4 2024, up 10% quarter-over-quarter.
  • 108 funds opened new Curtiss-Wright positions in Q4 2024 and 38 closed out, a net change of +70 holders.
  • The largest Curtiss-Wright buyer in Q4 2024 was William Blair Investment Management, an estimated $135M added.
  • The largest Curtiss-Wright seller in Q4 2024 was International Assets Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.