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Curtiss-Wright
CW

Overview Fund Activity

618 hedge funds and large institutions have $11.2B invested in Curtiss-Wright in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 205 increasing their positions, 201 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+61
Holders Change %
+10.95%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
108
Increased
205
Reduced
201
Closed
38
Calls
$64.7M
Puts
$7.77M
Net Calls
+$57M
Net Calls Change
+$31M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$133M
2
TCM
TimesSquare Capital Management
New York
+$59.1M
3
Principal Financial Group
Principal Financial Group
Iowa
+$58M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$56.4M
5
UBS Group
UBS Group
Switzerland
+$43.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$142M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$41.7M
3
American Century Companies
American Century Companies
Missouri
-$39.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$37.5M
5
Boston Partners
Boston Partners
Massachusetts
-$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
576
IAG Wealth Partners
Wisconsin
$7.1K – – –
HBW
577
Hazlett, Burt & Watson
West Virginia
$7K – – –
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$5.32K -$355 -1 -6%
BOJHT
579
Bank of Jackson Hole Trust
Wyoming
$5.32K +$5.32K +15 New
AA
580
Addison Advisors
Vermont
$4.97K +$4.97K +14 New
DPW
581
DiNuzzo Private Wealth
Pennsylvania
$3.9K – – –
AF
582
Allworth Financial
California
$3.44K +$1.53K +4 +80%
SIC
583
SJS Investment Consulting
Ohio
$3.19K -$6.74K -19 -68%
CA
584
Continuum Advisory
Idaho
$3.19K – – –
HI
585
Horizon Investments
North Carolina
$2.48K – – –
NC
586
NewSquare Capital
Pennsylvania
$2.48K +$2.48K +7 New
LIS
587
Legacy Investment Solutions
Idaho
$2.13K – – –
LWMI
588
Legacy Wealth Management (Idaho)
Idaho
$2.13K – – –
CIA
589
Cape Investment Advisory
Georgia
$2.13K – – –
FNWA
590
Financial Network Wealth Advisors
Utah
$2.13K – – –
WA
591
Whipplewood Advisors
Colorado
$2.13K +$2.13K +6 New
AW
592
Avion Wealth
Texas
$2K +$250 +1 +14%
VNA
593
Valley National Advisers
Pennsylvania
$2K +$2K +7 New
BGAI
594
Bruce G. Allen Investments
Colorado
$1.77K – – –
HCP
595
Hexagon Capital Partners
Arkansas
$1.77K – – –
PAM
596
Parvin Asset Management
South Dakota
$1.77K +$1.77K +5 New
VWA
597
Valued Wealth Advisors
Utah
$1.43K – – –
BIA
598
Bell Investment Advisors
California
$1.42K – – –
CFFP
599
Center for Financial Planning
Michigan
$1.42K +$1.42K +4 New
LIM
600
Longfellow Investment Management
Massachusetts
$1.42K – – –
22 23
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