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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CFO
451
CVA Family Office
Colorado
$3.34K 15 +15 New
IGWM
452
ICA Group Wealth Management
Colorado
$2.9K 13 +13 New
AF
453
Advisornet Financial
Minnesota
$2.67K 12 -1 -8%
MRCM
454
M&R Capital Management
New Jersey
$2.67K 12 – –
DPW
455
DiNuzzo Private Wealth
Pennsylvania
$2.23K 10 +10 New
BGAI
456
Bruce G. Allen Investments
Colorado
$2.23K 10 +10 New
RFG
457
RFP Financial Group
Georgia
$2.01K 9 +9 New
GI
458
Gradient Investments
Minnesota
$1.78K 8 – –
FWM
459
Focused Wealth Management
New York
$1.35K 6 – –
AF
460
Allworth Financial
California
$1.34K 6 -7 -54%
CIA
461
Cape Investment Advisory
Georgia
$1.34K 6 – –
PPC
462
Park Place Capital
Alabama
$1.34K 6 – –
EWA
463
EverSource Wealth Advisors
Alabama
$1.34K 6 +6 New
FMP
464
Financial Management Professionals
Texas
$1K 3 – –
AW
465
Avion Wealth
Texas
$1K 6 – –
BIA
466
Bell Investment Advisors
California
$892 4 – –
LIM
467
Longfellow Investment Management
Massachusetts
$891 4 – –
FGAM
468
Financial Gravity Asset Management
Texas
$868 4 +2 +100%
VWA
469
Valued Wealth Advisors
Utah
$787 4 +4 New
HI
470
Horizon Investments
North Carolina
$668 3 +1 +50%
VCM
471
Versant Capital Management
Arizona
$446 2 – –
TWP
472
TFO Wealth Partners
Ohio
$446 2 – –
PTC
473
Private Trust Company
Ohio
$223 1 – –
TWC
474
TD Waterhouse Canada
Ontario, Canada
$218 1 +1 New
ECM
475
Element Capital Management
New York
– – -16,185 Closed
17 18
19
20 21