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Curtiss-Wright
CW

Overview Fund Activity

476 hedge funds and large institutions have $7.14B invested in Curtiss-Wright in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+45
Holders Change %
+10.44%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
76
Increased
174
Reduced
150
Closed
25
Calls
$7.95M
Puts
$223K
Net Calls
+$7.73M
Net Calls Change
+$5.09M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$237M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32M
3
Deutsche Bank
3
Deutsche Bank
Germany
$28.6M
4
Invesco
4
Invesco
Georgia
$314M
5
DCM
5
Driehaus Capital Management
Illinois
$37.3M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$301M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$161M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$165M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$67.1M
5
American Century Companies
5
American Century Companies
Missouri
$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHT
351
New Hampshire Trust
New Hampshire
$272K -$2.01K -9 -0.7%
FFM
352
Forum Financial Management
Illinois
$271K – – –
DC
353
Diametric Capital
Massachusetts
$269K -$143K -640 -35%
PA
354
Profund Advisors
Maryland
$262K +$32.3K +145 +14%
ANTB
355
AMG National Trust Bank
Colorado
$260K – – –
CIM
356
Confluence Investment Management
Missouri
$258K – – –
USCWA
357
U.S. Capital Wealth Advisors
Texas
$252K – – –
PGAM
358
Princeton Global Asset Management
New Jersey
$252K -$11.1K -50 -4%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$244K +$244K +1,095 New
PAG
360
Private Advisor Group
New Jersey
$239K -$3.34K -15 -1%
PFA
361
Pure Financial Advisors
California
$238K +$238K +1,067 New
SG Americas Securities
362
SG Americas Securities
New York
$236K -$1.26M -5,661 -84%
HIM
363
Hanlon Investment Management
New Jersey
$233K -$26.7K -120 -10%
AWM
364
AE Wealth Management
Kansas
$233K +$233K +1,030 New
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
$227K +$227K +1,020 New
VI
366
Versor Investments
New York
$223K +$223K +1,000 New
HWA
367
Heartwood Wealth Advisors
Virginia
$223K +$223K +1,000 New
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$220K -$42.3K -190 -16%
AMG
369
Asset Management Group
Connecticut
$219K +$219K +981 New
MSR
370
Main Street Research
Connecticut
$209K +$209K +940 New
CFGS
371
Concourse Financial Group Securities
Alabama
$208K +$66.6K +299 +47%
PWG
372
Portside Wealth Group
Utah
$204K +$204K +914 New
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$203K +$203K +911 New
PIM
374
Penobscot Investment Management
Massachusetts
$201K +$201K +900 New
NS
375
NBC Securities
Alabama
$198K – – –
13 14
15
16 17