CW icon

Curtiss-Wright
CW

Overview Fund Activity

385 hedge funds and large institutions have $5.58B invested in Curtiss-Wright in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
124
Reduced
149
Closed
35
Calls
$1.06M
Puts
$2.82M
Net Calls
-$1.76M
Net Calls Change
-$721K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$250M
2
Select Equity Group
2
Select Equity Group
New York
$133M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
MAM
4
Martingale Asset Management
Massachusetts
$15.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$61.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
PFC
2
Poplar Forest Capital
California
$0
3
SAM
3
Silvercrest Asset Management
New York
$80.6M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.25M
5
Invesco
5
Invesco
Georgia
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSC
326
Wellington Shields & Co
New York
$45.1K – – –
OCM
327
Orion Capital Management
California
$43.7K +$43.7K +248 New
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$43K +$527 +3 +1%
QCG
329
Quadrant Capital Group
Ohio
$40.9K -$2.29K -13 -5%
ACA
330
Atlas Capital Advisors
Wyoming
$39.7K -$53.1K -301 -57%
ACM
331
Aquatic Capital Management
Illinois
$35K – – –
PA
332
Parallel Advisors
California
$34.9K +$353 +2 +1%
AS
333
Altshuler Shaham
Israel
$30.5K -$4.41K -25 -13%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$26.3K +$7.93K +45 +43%
CM
335
Cornerstone Management
Georgia
$24.7K – – –
Nomura Asset Management
336
Nomura Asset Management
Japan
$24.7K -$19.4K -110 -44%
WB
337
Webster Bank
Connecticut
$23.4K – – –
CMA
338
Cedar Mountain Advisors
Oregon
$22.6K – – –
BWA
339
BDO Wealth Advisors
Florida
$18.2K – – –
MA
340
Montag & Associates
Georgia
$16.1K – – –
TCOV
341
Trust Company of Vermont
Vermont
$14.1K – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$13.4K +$8.11K +46 +153%
JWM
343
Janiczek Wealth Management
Colorado
$12.6K +$350 +2 +3%
Bessemer Group
344
Bessemer Group
New Jersey
$12K -$658 -4 -5%
C
345
Covestor
United Kingdom
$12K – – –
GRP
346
Global Retirement Partners
California
$11.6K +$2.38K +14 +26%
TLCM
347
Twin Lakes Capital Management
California
$9.29K – – –
BWM
348
BerganKDV Wealth Management
Minnesota
$8.32K +$3.72K +21 +81%
JWA
349
JFS Wealth Advisors
Pennsylvania
$8.11K -$353 -2 -4%
LC
350
Lindbrook Capital
California
$7.76K -$529 -3 -6%
12 13
14
15 16