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Curtiss-Wright
CW

Overview Fund Activity

536 hedge funds and large institutions have $8.56B invested in Curtiss-Wright in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 202 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+38
Holders Change %
+7.63%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
80
Increased
202
Reduced
161
Closed
36
Calls
$6.26M
Puts
$1.76M
Net Calls
+$4.5M
Net Calls Change
-$6.1M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$81.9M
2
Franklin Resources
Franklin Resources
California
$83.9M
3
CAM
Congress Asset Management
Massachusetts
$52.5M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.4M
5
Invesco
Invesco
Georgia
$347M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.26M
2
Victory Capital Management
Victory Capital Management
Texas
$8.37M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$102M
4
BlackRock
BlackRock
New York
$1.15B
5
Boston Partners
Boston Partners
Massachusetts
$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
426
EPIQ Capital Group
California
$209K +$209K +769 New
KAS
427
Kestra Advisory Services
Texas
$208K +$208K +1,317 New
PWM
428
Prosperity Wealth Management
California
$207K +$207K +763 New
DWM
429
Dakota Wealth Management
Florida
$206K +$206K +760 New
KPWS
430
Kestra Private Wealth Services
Texas
$202K +$202K +744 New
PI
431
PFG Investments
New York
$200K +$200K +740 New
IA
432
IFP Advisors
Florida
$196K -$542 -2 -0.3%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$180K -$23.8K -88 -12%
AP
434
Atwood & Palmer
Missouri
$176K – – –
HPC
435
HM Payson & Co
Maine
$172K – – –
PGAM
436
Princeton Global Asset Management
New Jersey
$171K – – –
SWC
437
Spectrum Wealth Counsel
Indiana
$165K – – –
MCM
438
Manchester Capital Management
Vermont
$161K – – –
SPIA
439
Steward Partners Investment Advisory
New York
$146K +$17.6K +65 +14%
PP
440
Pacifica Partners
Canada
$136K – – –
HNB
441
Hilltop National Bank
Wyoming
$135K – – –
GC
442
Globeflex Capital
California
$126K – – –
CA
443
Clearstead Advisors
Ohio
$125K +$44.2K +163 +54%
MA
444
Montag & Associates
Georgia
$119K – – –
OC
445
Oakworth Capital
Alabama
$115K -$4.34K -16 -4%
WTA
446
Washington Trust Advisors
Massachusetts
$114K +$271 +1 +0.2%
HWA
447
HHM Wealth Advisors
Tennessee
$108K +$108K +400 New
S
448
SignatureFD
Georgia
$101K -$6.23K -23 -6%
GRP
449
Global Retirement Partners
California
$101K +$2.17K +8 +2%
EA
450
Evolution Advisers
Virginia
$94K – – –
16 17
18
19 20