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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 %
DPW
476
DiNuzzo Private Wealth
Pennsylvania
$2.56K – – –
FGAM
477
Financial Gravity Asset Management
Texas
$2.51K +$1.51K +6 +150%
RFG
478
RFP Financial Group
Georgia
$2.3K – – –
AW
479
Avion Wealth
Texas
$2K -$400 -1 -17%
CIA
480
Cape Investment Advisory
Georgia
$1.54K – – –
PPC
481
Park Place Capital
Alabama
$1.54K – – –
HI
482
Horizon Investments
North Carolina
$1.54K +$768 +3 +100%
BGAI
483
Bruce G. Allen Investments
Colorado
$1.28K -$1.28K -5 -50%
CA
484
Continuum Advisory
Idaho
$1.11K +$1.11K +4 New
VWA
485
Valued Wealth Advisors
Utah
$1.03K – – –
AF
486
Allworth Financial
California
$1.02K -$512 -2 -33%
LIM
487
Longfellow Investment Management
Massachusetts
$1.02K – – –
BIA
488
Bell Investment Advisors
California
$1.02K – – –
FMP
489
Financial Management Professionals
Texas
$1K – – –
CAL
490
Capital Advisors Ltd
Ohio
$1K – – –
RAM
491
Riggs Asset Management
Pennsylvania
$768 +$768 +3 New
BF
492
BOK Financial
Oklahoma
$514 +$514 +2 New
TWP
493
TFO Wealth Partners
Ohio
$512 – – –
VCM
494
Versant Capital Management
Arizona
$512 – – –
TCM
495
TD Capital Management
Tennessee
$512 +$512 +2 New
BTI
496
Blue Trust Inc
Georgia
$256 -$4.1K -16 -94%
PTC
497
Private Trust Company
Ohio
$256 – – –
TFM
498
TFC Financial Management
Massachusetts
$256 +$256 +1 New
Assenagon Asset Management
499
Assenagon Asset Management
Luxembourg
– -$18.5M -82,867 Closed
PAMP
500
Polar Asset Management Partners
Ontario, Canada
– -$11.3M -50,900 Closed
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20
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