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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 %
WIA
451
Wetzel Investment Advisors
Indiana
$15.7K +$2.24K +9 +17%
TLCM
452
Twin Lakes Capital Management
California
$13.6K – – –
LC
453
Lindbrook Capital
California
$12.8K – – –
PFBT
454
Parkside Financial Bank & Trust
Missouri
$12.5K +$2.56K +10 +26%
LFA
455
LGT Financial Advisors
Texas
$12K – – –
JWA
456
JFS Wealth Advisors
Pennsylvania
$11.3K -$512 -2 -4%
TFGT
457
TS Financial Group (TSFG)
Illinois
$9K -$7.71K -30 -46%
RFS
458
Richardson Financial Services
Massachusetts
$8.96K -$1.02K -4 -10%
BBHC
459
Brown Brothers Harriman & Co
New York
$8.7K – – –
FCA
460
FinTrust Capital Advisors
South Carolina
$7.94K – – –
AA
461
Ancora Advisors
Ohio
$7.68K – – –
GM
462
GeoWealth Management
Illinois
$6.14K +$6.14K +24 New
PWMG
463
Prestige Wealth Management Group
New Jersey
$5.64K – – –
UB
464
UMB Bank
Missouri
$5.63K -$2.82K -11 -33%
MAM
465
Meeder Asset Management
Ohio
$5.38K +$5.38K +21 New
HBW
466
Hazlett, Burt & Watson
West Virginia
$5K – – –
Mitsubishi UFJ Asset Management
467
Mitsubishi UFJ Asset Management
Japan
$4.86K – – –
CT
468
Colonial Trust
South Carolina
$4.56K – – –
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$4.1K – – –
SIC
470
SJS Investment Consulting
Ohio
$3.84K -$256 -1 -6%
CFO
471
CVA Family Office
Colorado
$3.84K – – –
CMBA
472
C.M. Bidwell & Associates
Hawaii
$3.84K +$3.84K +15 New
SAM
473
Smartleaf Asset Management
Massachusetts
$3.8K +$3.55K +14 +1,400%
IGWM
474
ICA Group Wealth Management
Colorado
$3.33K – – –
IFAM
475
Institutional & Family Asset Management
Colorado
$2.82K +$2.82K +11 New
17 18
19
20 21