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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 %
Sumitomo Mitsui Trust Group
376
Sumitomo Mitsui Trust Group
Japan
$256K +$256K +1,002 New
HWA
377
Heartwood Wealth Advisors
Virginia
$256K – – –
ALC
378
Alexander Labrunerie & Co
Missouri
$256K +$256K +1,000 New
EFA
379
Edge Financial Advisors
Illinois
$254K +$254K +993 New
AMG
380
Asset Management Group
Connecticut
$251K – – –
MYAM
381
Meiji Yasuda Asset Management
Japan
$251K +$251K +980 New
Vontobel Holding
382
Vontobel Holding
Switzerland
$247K +$247K +967 New
MSR
383
Main Street Research
Connecticut
$241K – – –
Capstone Investment Advisors
384
Capstone Investment Advisors
New York
$234K -$201K -786 -46%
PWG
385
Portside Wealth Group
Utah
$233K -$768 -3 -0.3%
PIM
386
Penobscot Investment Management
Massachusetts
$230K – – –
SOW
387
State of Wyoming
Wyoming
$230K +$139K +543 +153%
SIGI
388
Susquehanna International Group (Ireland)
Ireland
$229K +$229K +893 New
APP
389
Avantax Planning Partners
Iowa
$228K +$228K +892 New
NS
390
NBC Securities
Alabama
$227K – – –
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$223K -$9.97K -39 -4%
QC
392
Quent Capital
New York
$221K – – –
TPM
393
Triasima Portfolio Management
Quebec, Canada
$218K +$218K +850 New
XT
394
XTX Topco
Cayman Islands
$217K -$1.01M -3,935 -82%
CAG
395
Csenge Advisory Group
Florida
$217K +$217K +849 New
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$215K +$5.38K +21 +3%
TNB
397
Thomasville National Bank
Georgia
$215K +$215K +840 New
FTDI
398
First Trust Direct Indexing
Massachusetts
$208K +$208K +813 New
DSC
399
Duncker Streett & Co
Missouri
$205K – – –
WP
400
Wealthspan Partners
Iowa
$205K +$205K +800 New
14 15
16
17 18