CW icon

Curtiss-Wright
CW

Overview Fund Activity

314 hedge funds and large institutions have $3.07B invested in Curtiss-Wright in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
6.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
98
Reduced
114
Closed
46
Calls
$2.05M
Puts
$2.1M
Net Calls
-$47K
Net Calls Change
-$228K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$85.9M
2
Boston Partners
Boston Partners
Massachusetts
$172M
3
LSV Asset Management
LSV Asset Management
Illinois
$45.5M
4
Brown Advisory
Brown Advisory
Maryland
$33.4M
5
VVP
Vulcan Value Partners
Alabama
$32.4M

Top Sellers

1
BlackRock
BlackRock
New York
$374M
2
Ameriprise
Ameriprise
Minnesota
$40M
3
Capital Research Global Investors
Capital Research Global Investors
California
$32.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
276
Brand Asset Management Group
Missouri
$24K – – –
AssetMark Inc
277
AssetMark Inc
California
$22K +$22K +238 New
JWM
278
Jeppson Wealth Management
California
$19K +$19K +205 New
TCOV
279
Trust Company of Vermont
Vermont
$16K – – –
CIA
280
CSat Investment Advisory
Michigan
$15K +$2.39K +26 +19%
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$14K +$14K +147 New
HS
282
Horan Securities
United States
$13K – – –
CAW
283
Cornerstone Advisors (Washington)
Washington
$12K -$5.19K -58 -30%
CMA
284
Cedar Mountain Advisors
Oregon
$12K – – –
PA
285
Parallel Advisors
California
$11K -$876 -9 -7%
GAM
286
Gemmer Asset Management
California
$10K – – –
EI
287
Ellevest Inc
New York
$8K +$8K +82 New
QCG
288
Quadrant Capital Group
Ohio
$7K -$21.7K -239 -76%
BCA
289
Berman Capital Advisors
Georgia
$7K -$3K -33 -30%
AF
290
Allworth Financial
California
$6K – – –
EW
291
Evoke Wealth
California
$4K – – –
EARNEST Partners
292
EARNEST Partners
Georgia
$4K – – –
TPCW
293
TD Private Client Wealth
New York
$3.45K – – –
AA
294
Ancora Advisors
Ohio
$3K +$3K +30 New
APA
295
American Portfolios Advisors
New York
$2.98K – – –
PWMG
296
Prestige Wealth Management Group
New Jersey
$2K – – –
BWM
297
BerganKDV Wealth Management
Minnesota
$2K – – –
TWA
298
TCI Wealth Advisors
Arizona
$2K +$1.65K +14 +467%
IFAM
299
Institutional & Family Asset Management
Colorado
$2K +$2K +18 New
IA
300
IFP Advisors
Florida
$2K +$1.6K +20 +400%
10 11
12
13 14