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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 %
GI
426
GAMMA Investing
California
$65.8K +$256 +1 +0.4%
OCM
427
Orion Capital Management
California
$63.5K – – –
AGWCA
428
Annis Gardner Whiting Capital Advisors
Florida
$54.3K +$54.3K +212 New
CA
429
CoreCap Advisors
Michigan
$51.2K +$51.2K +200 New
PA
430
Parallel Advisors
California
$50.2K +$1.54K +6 +3%
FHA
431
First Horizon Advisors
Tennessee
$47.9K +$4.61K +18 +11%
S
432
Sachetta
Massachusetts
$45.2K – – –
VWM
433
Venturi Wealth Management
Texas
$44.5K +$6.4K +25 +17%
AWM
434
Avior Wealth Management
Nebraska
$44.3K +$44.3K +173 New
Nomura Asset Management
435
Nomura Asset Management
Japan
$35.8K – – –
WSC
436
Wellington Shields & Co
New York
$33.8K – – –
TFIPS
437
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.3K – – –
CMA
438
Cedar Mountain Advisors
Oregon
$32.8K – – –
EWA
439
EverSource Wealth Advisors
Alabama
$30.9K +$29.4K +116 +1,933%
CIM
440
Contravisory Investment Management
Massachusetts
$30.7K +$1.54K +6 +5%
JWM
441
Janiczek Wealth Management
Colorado
$27.9K +$2.56K +10 +10%
C
442
Covestor
United Kingdom
$25K – – –
BFEC
443
Benjamin F. Edwards & Company
Missouri
$24K – – –
QL
444
Quarry LP
New York
$23.3K +$3.33K +13 +17%
RA
445
Rise Advisors
New York
$23.3K +$23.3K +91 New
CAM
446
Creekmur Asset Management
Illinois
$21K -$15.6K -61 -43%
FFA
447
Farther Finance Advisors
California
$20.6K +$5.65K +22 +38%
TCOV
448
Trust Company of Vermont
Vermont
$20.5K – – –
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$256 +1 +2%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$16.4K – – –
16 17
18
19 20