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Curtiss-Wright
CW

Overview Fund Activity

382 hedge funds and large institutions have $5.24B invested in Curtiss-Wright in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+44
Holders Change %
+13.02%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
74
Increased
120
Reduced
127
Closed
23
Calls
$767K
Puts
$1.8M
Net Calls
-$1.04M
Net Calls Change
-$535K

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$99.2M
2
Invesco
2
Invesco
Georgia
$254M
3
Amundi
3
Amundi
France
$20.9M
4
BlackRock
4
BlackRock
New York
$705M
5
EIP
5
Epoch Investment Partners
New York
$22.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$183M
3
Primecap Management
3
Primecap Management
California
$190M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Founders Financial Alliance
North Carolina
$281K – – –
Baird Financial Group
277
Baird Financial Group
Wisconsin
$273K +$273K +1,634 New
OA
278
Oak Associates
Ohio
$271K +$271K +1,620 New
FCFC
279
First Commonwealth Financial Corp
Pennsylvania
$259K – – –
LW
280
Linscomb Wealth
Texas
$257K +$167 +1 +0.1%
Creative Planning
281
Creative Planning
Kansas
$255K -$75.6K -453 -23%
IAIM
282
International Assets Investment Management
Florida
$251K +$251K +1,506 New
PI
283
PEAK6 Investments
Illinois
$251K -$140K -838 -36%
PA
284
Profund Advisors
Maryland
$236K -$16.9K -101 -7%
SBL
285
Sargent Bickham Lagudis
Colorado
$234K – – –
Squarepoint
286
Squarepoint
New York
$234K -$856K -5,128 -79%
TRIA
287
Trail Ridge Investment Advisors
Colorado
$232K -$668 -4 -0.3%
Mariner
288
Mariner
Kansas
$232K +$232K +1,391 New
PGAM
289
Princeton Global Asset Management
New Jersey
$230K – – –
NHT
290
New Hampshire Trust
New Hampshire
$225K +$225K +1,347 New
TSS
291
Two Sigma Securities
New York
$222K +$222K +1,327 New
MCM
292
MAI Capital Management
Ohio
$221K -$28.7K -172 -11%
SVWAG
293
Sound View Wealth Advisors Group
Georgia
$220K +$220K +989 New
FNWM
294
Financial Network Wealth Management
Utah
$220K +$220K +1,316 New
MGIA
295
Moneta Group Investment Advisors
Missouri
$207K +$207K +1,246 New
FFM
296
Forum Financial Management
Illinois
$203K +$203K +1,215 New
VanEck Associates
297
VanEck Associates
New York
$192K +$17.2K +103 +10%
MWC
298
MBM Wealth Consultants
Missouri
$190K – – –
USCWA
299
U.S. Capital Wealth Advisors
Texas
$189K -$101K -603 -35%
SOW
300
State of Wyoming
Wyoming
$179K +$63.1K +378 +55%
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