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 %
ET
301
Entropy Technologies
New York
$575K -$948K -3,704 -62%
SPS
302
Susquehanna Portfolio Strategies
Pennsylvania
$575K – – –
WCM
303
Weik Capital Management
Pennsylvania
$563K – – –
HIM
304
Hillsdale Investment Management
Ontario, Canada
$563K +$563K +2,200 New
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$557K +$13.6K +53 +2%
CWM
306
CCG Wealth Management
California
$556K – – –
PAG
307
Private Advisor Group
New Jersey
$541K +$266K +1,038 +97%
Baird Financial Group
308
Baird Financial Group
Wisconsin
$529K +$20.5K +80 +4%
FCFC
309
First Commonwealth Financial Corp
Pennsylvania
$519K – – –
RCAG
310
Rehmann Capital Advisory Group
Michigan
$514K +$56.3K +220 +12%
BEI
311
Benjamin Edwards Inc
Missouri
$509K +$151K +589 +42%
MLL
312
Moody Lynn & Lieberson
Massachusetts
$507K +$512 +2 +0.1%
CPSAC
313
Chas P. Smith & Associates (CPS)
Florida
$496K +$51.2K +200 +12%
PTC
314
Petrus Trust Company
Texas
$496K -$179K -699 -26%
DC
315
Diametric Capital
Massachusetts
$482K +$173K +676 +56%
QI
316
QV Investors
Alberta, Canada
$481K -$535K -2,090 -53%
YC
317
Yarbrough Capital
Tennessee
$480K – – –
ProShare Advisors
318
ProShare Advisors
Maryland
$477K -$37.6K -147 -7%
MC
319
Miramar Capital
Illinois
$462K -$5.53K -20 -1%
CPBTD
320
Central Pacific Bank - Trust Division
Hawaii
$460K +$460K +1,790 New
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$457K +$457K +1,787 New
FAM
322
Flaharty Asset Management
Florida
$444K – – –
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
$442K +$92.4K +362 +26%
MGAM
324
McGowan Group Asset Management
Texas
$435K – – –
WCM
325
Washington Capital Management
Washington
$435K – – –
11 12
13
14 15