CW icon

Curtiss-Wright
CW

Overview Fund Activity

498 hedge funds and large institutions have $8.08B invested in Curtiss-Wright in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
66
Increased
183
Reduced
152
Closed
41
Calls
$12.5M
Puts
$1.89M
Net Calls
+$10.6M
Net Calls Change
+$2.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.12B
2
Fidelity International
2
Fidelity International
Bermuda
$52.6M
3
Prudential Financial
3
Prudential Financial
New Jersey
$75.6M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$90.3M
5
Franklin Resources
5
Franklin Resources
California
$34.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
Invesco
2
Invesco
Georgia
$299M
3
Ameriprise
3
Ameriprise
Minnesota
$111M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$131M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
276
Lindenwold Advisors
Pennsylvania
$745K -$5.12K -20 -0.7%
Mariner
277
Mariner
Kansas
$743K +$25.6K +100 +4%
CGH
278
Crossmark Global Holdings
Texas
$743K -$5.12K -20 -0.7%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$734K – – –
DI
280
DDFG Inc
California
$732K – – –
Amundi
281
Amundi
France
$732K -$8.11M -32,637 -92%
SSA
282
Schonfeld Strategic Advisors
New York
$725K -$166K -648 -19%
NG
283
Norden Group
Utah
$724K +$211K +823 +41%
AWAU
284
Alliance Wealth Advisors (Utah)
Utah
$722K +$82.9K +324 +13%
SAM
285
Shell Asset Management
Netherlands
$691K -$69.7K -257 -9%
SFA
286
Sequoia Financial Advisors
Ohio
$687K +$11.5K +45 +2%
ETC
287
Exchange Traded Concepts
Oklahoma
$663K -$95.2K -372 -13%
Creative Planning
288
Creative Planning
Kansas
$654K +$13.6K +53 +2%
CIS
289
Custom Index Systems
New York
$652K +$652K +2,549 New
CC
290
Cipher Capital
New York
$649K +$183K +716 +39%
HEIP
291
Hudson Edge Investment Partners
New Jersey
$647K +$63.5K +248 +11%
SWS
292
SYSTM Wealth Solutions
Illinois
$639K +$512 +2 +0.1%
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$638K +$49.7K +194 +8%
PS
294
Principal Securities
Iowa
$631K +$267K +1,044 +73%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$629K -$88.6K -346 -12%
BAM
296
Burgundy Asset Management
Ontario, Canada
$611K – – –
B
297
Bellecapital
Switzerland
$608K – – –
SCI
298
S&CO Inc
Massachusetts
$607K – – –
LFAS
299
Level Four Advisory Services
Texas
$605K +$15.1K +68 +3%
TPCW
300
TD Private Client Wealth
New York
$590K +$590K +2,305 New
10 11
12
13 14