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Curtiss-Wright
CW

Overview Fund Activity

377 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-8
Holders Change %
-2.08%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
135
Reduced
135
Closed
38
Calls
$1.17M
Puts
$1.78M
Net Calls
-$608K
Net Calls Change
+$1.15M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$102M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
American Century Companies
3
American Century Companies
Missouri
$110M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$110M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$270K
3
Invesco
3
Invesco
Georgia
$239M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$240M
5
Amundi
5
Amundi
France
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$424K -$911K -4,961 -68%
BAM
252
Burgundy Asset Management
Ontario, Canada
$420K – – –
CWM
253
CCG Wealth Management
California
$419K – – –
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$417K +$417K +2,292 New
XT
255
XTX Topco
Cayman Islands
$416K +$144K +783 +53%
ProShare Advisors
256
ProShare Advisors
Maryland
$412K -$6.98K -38 -2%
Squarepoint
257
Squarepoint
New York
$407K -$2.02M -10,983 -83%
API
258
Advisor Partners II
California
$405K +$64.8K +353 +19%
WCM
259
Weik Capital Management
Pennsylvania
$404K – – –
DCM
260
Dupont Capital Management
Delaware
$398K +$4.78K +26 +1%
Creative Planning
261
Creative Planning
Kansas
$394K +$92.9K +506 +31%
CIP
262
Cornerstone Investment Partners
Georgia
$376K -$2.76K -15 -0.7%
QT
263
Quantbot Technologies
New York
$376K -$320K -1,740 -46%
SFA
264
Sequoia Financial Advisors
Ohio
$375K +$184 +1 +0%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$358K -$1.73M -9,408 -83%
MC
266
Miramar Capital
Illinois
$356K -$14K -76 -4%
SCM
267
Shelton Capital Management
Colorado
$347K -$10.3K -56 -3%
QCM
268
Quantinno Capital Management
New York
$346K +$14.7K +80 +4%
MGAM
269
McGowan Group Asset Management
Texas
$340K – – –
FAM
270
Flaharty Asset Management
Florida
$320K – – –
CPSAC
271
Chas P. Smith & Associates (CPS)
Florida
$318K +$367 +2 +0.1%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$318K – – –
Baird Financial Group
273
Baird Financial Group
Wisconsin
$313K +$3.67K +20 +1%
WCM
274
Washington Capital Management
Washington
$312K +$312K +1,700 New
FFA
275
Founders Financial Alliance
North Carolina
$309K +$309K +1,680 New
9 10
11
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