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Curtiss-Wright
CW

Overview Fund Activity

377 hedge funds and large institutions have $5.77B invested in Curtiss-Wright in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-8
Holders Change %
-2.08%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
135
Reduced
135
Closed
38
Calls
$1.17M
Puts
$1.78M
Net Calls
-$608K
Net Calls Change
+$1.15M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$102M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$25.2M
3
American Century Companies
3
American Century Companies
Missouri
$110M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$110M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.8M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$270K
3
Invesco
3
Invesco
Georgia
$239M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$240M
5
Amundi
5
Amundi
France
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Advisornet Financial
Minnesota
$5.51K +$3.31K +18 +150%
PWMG
352
Prestige Wealth Management Group
New Jersey
$4.05K – – –
HBW
353
Hazlett, Burt & Watson
West Virginia
$4K – – –
GWS
354
Glassman Wealth Services
Virginia
$3.31K -$367 -2 -10%
CT
355
Colonial Trust
South Carolina
$3.28K – – –
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3.12K – – –
CFO
357
CVA Family Office
Colorado
$2.76K – – –
SIC
358
SJS Investment Consulting
Ohio
$2.57K -$367 -2 -13%
IGWM
359
ICA Group Wealth Management
Colorado
$2.39K – – –
FHA
360
First Horizon Advisors
Tennessee
$2.2K – – –
MRCM
361
M&R Capital Management
New Jersey
$2.2K – – –
DI
362
Disciplined Investments
Oklahoma
$2.02K – – –
BIA
363
Bell Investment Advisors
California
$1.47K – – –
GI
364
Gradient Investments
Minnesota
$1.47K +$1.47K +8 New
FA
365
Fiduciary Alliance
South Carolina
$1.29K +$1.29K +7 New
FWM
366
Focused Wealth Management
New York
$1.11K – – –
CIA
367
Cape Investment Advisory
Georgia
$1.1K – – –
FMP
368
Financial Management Professionals
Texas
$1K – – –
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +3 New
AW
370
Avion Wealth
Texas
$1K +$1K +6 New
AF
371
Allworth Financial
California
$919 +$368 +2 +67%
FFA
372
Farther Finance Advisors
California
$918 +$184 +1 +25%
LIM
373
Longfellow Investment Management
Massachusetts
$735 – – –
TWP
374
TFO Wealth Partners
Ohio
$367 – – –
VCM
375
Versant Capital Management
Arizona
$367 – – –
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15
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