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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 %
EARNEST Partners
351
EARNEST Partners
Georgia
$6.87K – – –
OIS
352
Okabena Investment Services
Minnesota
$6.02K +$1.19K +16 +25%
PVH
353
Psagot Value Holdings
Israel
$6K +$6K +32 New
BBHC
354
Brown Brothers Harriman & Co
New York
$5.99K +$5.99K +34 New
AA
355
Ancora Advisors
Ohio
$5.29K – – –
SC
356
Schubert & Co
Texas
$5.11K -$353 -2 -6%
HBW
357
Hazlett, Burt & Watson
West Virginia
$4K – – –
PWMG
358
Prestige Wealth Management Group
New Jersey
$3.88K – – –
NA
359
NewEdge Advisors
Louisiana
$3.88K -$34.7K -197 -90%
GWS
360
Glassman Wealth Services
Virginia
$3.53K – – –
CT
361
Colonial Trust
South Carolina
$3.14K – – –
TWA
362
TCI Wealth Advisors
Arizona
$3K -$176 -1 -6%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$3K -$176 -1 -6%
SIC
364
SJS Investment Consulting
Ohio
$2.82K – – –
CFO
365
CVA Family Office
Colorado
$2.64K – – –
Commonwealth Equity Services
366
Commonwealth Equity Services
Massachusetts
$2.44K +$1.49K +8,443 +157%
IGWM
367
ICA Group Wealth Management
Colorado
$2.29K – – –
AF
368
Advisornet Financial
Minnesota
$2.12K -$176 -1 -8%
MRCM
369
M&R Capital Management
New Jersey
$2.12K – – –
FHA
370
First Horizon Advisors
Tennessee
$2.11K – – –
DI
371
Disciplined Investments
Oklahoma
$1.94K -$176 -1 -8%
BIA
372
Bell Investment Advisors
California
$1.41K -$529 -3 -27%
FWM
373
Focused Wealth Management
New York
$1.07K – – –
DA
374
Denali Advisors
California
$1.06K +$1.06K +6 New
CIA
375
Cape Investment Advisory
Georgia
$1.06K +$1.06K +6 New
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15
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