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Curtiss-Wright
CW

Overview Fund Activity

385 hedge funds and large institutions have $5.58B invested in Curtiss-Wright in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
124
Reduced
149
Closed
35
Calls
$1.06M
Puts
$2.82M
Net Calls
-$1.76M
Net Calls Change
-$721K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$250M
2
Select Equity Group
2
Select Equity Group
New York
$133M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
MAM
4
Martingale Asset Management
Massachusetts
$15.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$61.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
PFC
2
Poplar Forest Capital
California
$0
3
SAM
3
Silvercrest Asset Management
New York
$80.6M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.25M
5
Invesco
5
Invesco
Georgia
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Weik Capital Management
Pennsylvania
$388K – – –
AC
252
AXQ Capital
New Jersey
$388K +$388K +2,200 New
LFAS
253
Level Four Advisory Services
Texas
$381K -$378K -2,144 -50%
HIM
254
Hillsdale Investment Management
Ontario, Canada
$379K +$379K +2,150 New
DCM
255
Dupont Capital Management
Delaware
$378K -$2.1M -11,932 -85%
AWAU
256
Alliance Wealth Advisors (Utah)
Utah
$366K +$23.3K +132 +7%
CIP
257
Cornerstone Investment Partners
Georgia
$364K -$10.2K -58 -3%
SFA
258
Sequoia Financial Advisors
Ohio
$360K -$1.06K -6 -0.3%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$359K -$3.18K -18 -0.9%
MC
260
Miramar Capital
Illinois
$355K -$8.81K -50 -2%
Cerity Partners
261
Cerity Partners
New York
$353K +$5.81K +33 +2%
SCM
262
Shelton Capital Management
Colorado
$343K – – –
AG
263
Algert Global
California
$336K +$336K +1,907 New
API
264
Advisor Partners II
California
$327K +$7.93K +45 +2%
MGAM
265
McGowan Group Asset Management
Texas
$326K – – –
GHA
266
GW Henssler & Associates
Georgia
$324K +$3K +17 +0.9%
QCM
267
Quantinno Capital Management
New York
$318K +$13.4K +76 +4%
OCBCO
268
Oversea-Chinese Banking Corp (OCBC)
Singapore
$316K +$316K +1,790 New
FAM
269
Flaharty Asset Management
Florida
$307K – – –
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$305K – – –
CPSAC
271
Chas P. Smith & Associates (CPS)
Florida
$305K – – –
JF
272
Jump Financial
Illinois
$300K +$300K +1,700 New
Baird Financial Group
273
Baird Financial Group
Wisconsin
$297K +$8.81K +50 +3%
Tudor Investment Corp
274
Tudor Investment Corp
Connecticut
$292K -$1.31M -7,408 -82%
Creative Planning
275
Creative Planning
Kansas
$289K +$19.7K +112 +7%
9 10
11
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