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Curtiss-Wright
CW

Overview Fund Activity

431 hedge funds and large institutions have $6.19B invested in Curtiss-Wright in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 129 reducing their positions, and 27 closing their positions.

Holders
431
Holders Change
+54
Holders Change %
+14.32%
% of All Funds
6.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
84
Increased
143
Reduced
129
Closed
27
Calls
$4.89M
Puts
$2.25M
Net Calls
+$2.64M
Net Calls Change
+$3.25M

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$31.4M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$29.8M
3
Millennium Management
3
Millennium Management
New York
$33.3M
4
SCP
4
Seizert Capital Partners
Michigan
$21.9M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$30.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
Select Equity Group
2
Select Equity Group
New York
$111M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$0
5
Charles Schwab
5
Charles Schwab
California
$45.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
351
Concourse Financial Group Securities
Alabama
$125K 636 +229 +56%
HPC
352
HM Payson & Co
Maine
$124K 636 – –
IA
353
IFP Advisors
Florida
$121K 618 +618 New
KBC Group
354
KBC Group
Belgium
$119K 609 +609 New
CA
355
Clearstead Advisors
Ohio
$117K 600 +300 +100%
PP
356
Pacifica Partners
Canada
$96.4K 500 +500 New
CMF
357
Counterpoint Mutual Funds
California
$94.9K 485 +485 New
SPIA
358
Steward Partners Investment Advisory
New York
$92.3K 472 – –
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$90K 462 -19 -4%
OC
360
Oakworth Capital
Alabama
$87.3K 446 -6 -1%
UFF
361
USA Financial Formulas
Michigan
$84.5K 432 – –
WTA
362
Washington Trust Advisors
Massachusetts
$81.9K 419 +1 +0.2%
BAAM
363
Baker Avenue Asset Management
California
$77.1K 394 +37 +10%
SC
364
SouthState Corp
Florida
$72.8K 372 – –
S
365
SignatureFD
Georgia
$71.6K 366 +57 +18%
EA
366
Evolution Advisers
Virginia
$68K 350 – –
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$59K 300 +7 +2%
HI
368
Harbour Investments
Wisconsin
$54.8K 280 – –
QCG
369
Quadrant Capital Group
Ohio
$51.3K 262 +4 +2%
AI
370
AXS Investments
New York
$50.9K 260 – –
GRP
371
Global Retirement Partners
California
$50.6K 262 +113 +76%
WSC
372
Wellington Shields & Co
New York
$50.1K 256 – –
OCM
373
Orion Capital Management
California
$48.5K 248 +248 New
PA
374
Parallel Advisors
California
$43.5K 222 -3 -1%
1832 Asset Management
375
1832 Asset Management
Ontario, Canada
$34.2K 175 +43 +33%
13 14
15
16 17