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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 %
IWC
326
Integrated Wealth Concepts
Massachusetts
$433K +$512 +2 +0.1%
DAS
327
Diversify Advisory Services
Utah
$432K +$432K +1,682 New
FFA
328
Founders Financial Alliance
North Carolina
$430K – – –
Nisa Investment Advisors
329
Nisa Investment Advisors
Missouri
$424K +$6.4K +25 +2%
SCA
330
Snowden Capital Advisors
New York
$422K -$11K -43 -3%
SCM
331
Shelton Capital Management
Colorado
$422K – – –
HCM
332
HMS Capital Management
Tennessee
$416K +$416K +1,626 New
OA
333
Oak Associates
Ohio
$415K – – –
TPI
334
Trust Point Inc
Wisconsin
$412K -$5.12K -20 -1%
M&T Bank
335
M&T Bank
New York
$409K +$2.3K +9 +0.6%
TA
336
Tectonic Advisors
Texas
$402K +$23.8K +93 +6%
MIA
337
MeadowBrook Investment Advisors
Michigan
$401K -$43K -168 -10%
OAM
338
Oppenheimer Asset Management
New York
$397K -$36.6K -143 -8%
LW
339
Linscomb Wealth
Texas
$395K – – –
CTC
340
Cetera Trust Company
Minnesota
$393K -$19.2K -75 -5%
MCM
341
MAI Capital Management
Ohio
$392K +$2.82K +11 +0.7%
WAM
342
Wolverine Asset Management
Illinois
$384K -$1.79M -7,000 -82%
GCP
343
GSA Capital Partners
United Kingdom
$373K -$596K -2,329 -62%
Bank of Nova Scotia
344
Bank of Nova Scotia
Ontario, Canada
$367K -$1.49M -5,820 -80%
CCM
345
Coldstream Capital Management
Washington
$361K +$4.86K +19 +1%
BNP Paribas Asset Management
346
BNP Paribas Asset Management
France
$355K +$355K +1,385 New
PA
347
Profund Advisors
Maryland
$351K +$49.4K +193 +16%
HIM
348
Hanlon Investment Management
New Jersey
$349K +$81.1K +317 +30%
IAIM
349
International Assets Investment Management
Florida
$349K +$349K +1,359 New
TWC
350
TD Waterhouse Canada
Ontario, Canada
$347K +$347K +1,352 +135,200%
12 13
14
15 16