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Curtiss-Wright
CW

Overview Fund Activity

476 hedge funds and large institutions have $7.14B invested in Curtiss-Wright in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+45
Holders Change %
+10.44%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
76
Increased
174
Reduced
150
Closed
25
Calls
$7.95M
Puts
$223K
Net Calls
+$7.73M
Net Calls Change
+$5.09M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$237M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32M
3
Deutsche Bank
3
Deutsche Bank
Germany
$28.6M
4
Invesco
4
Invesco
Georgia
$314M
5
DCM
5
Driehaus Capital Management
Illinois
$37.3M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$301M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$161M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$165M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$67.1M
5
American Century Companies
5
American Century Companies
Missouri
$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
276
Level Four Advisory Services
Texas
$590K -$428K -1,921 -42%
SFA
277
Sequoia Financial Advisors
Ohio
$588K +$133K +595 +29%
PTC
278
Petrus Trust Company
Texas
$588K +$588K +2,638 New
Walleye Capital
279
Walleye Capital
New York
$587K +$587K +2,637 New
AR
280
Advisory Research
Illinois
$561K -$653K -2,931 -54%
Creative Planning
281
Creative Planning
Kansas
$557K +$49.5K +222 +10%
AWAU
282
Alliance Wealth Advisors (Utah)
Utah
$556K +$13.6K +61 +3%
SWS
283
SYSTM Wealth Solutions
Illinois
$555K -$70.6K -317 -11%
BAM
284
Burgundy Asset Management
Ontario, Canada
$532K +$22.3K +100 +4%
NRD
285
Nebula Research & Development
New York
$531K +$6.02K +27 +1%
B
286
Bellecapital
Switzerland
$530K – – –
SCI
287
S&CO Inc
Massachusetts
$528K – – –
MM
288
MQS Management
New York
$526K +$526K +2,363 New
KI
289
Kapitalo Investimentos
Brazil
$523K +$145K +653 +39%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$512K +$64.2K +288 +14%
HEIP
291
Hudson Edge Investment Partners
New Jersey
$508K -$17.4K -78 -3%
SPS
292
Susquehanna Portfolio Strategies
Pennsylvania
$500K +$500K +2,246 New
WCM
293
Weik Capital Management
Pennsylvania
$490K – – –
CWM
294
CCG Wealth Management
California
$484K – – –
TRCT
295
Tower Research Capital (TRC)
New York
$474K -$9.36K -42 -2%
Envestnet Portfolio Solutions
296
Envestnet Portfolio Solutions
Illinois
$473K +$17.4K +78 +4%
BHCM
297
Brevan Howard Capital Management
Jersey
$458K +$458K +2,056 New
FCFC
298
First Commonwealth Financial Corp
Pennsylvania
$452K +$106K +478 +31%
NA
299
NewEdge Advisors
Louisiana
$452K +$452K +2,004 New
ProShare Advisors
300
ProShare Advisors
Maryland
$448K -$12.7K -57 -3%
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12
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