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Curtiss-Wright
CW

Overview Fund Activity

188 hedge funds and large institutions have $2.38B invested in Curtiss-Wright in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
5.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
41
Increased
55
Reduced
68
Closed
16
Calls
$3.4M
Puts
$1.31M
Net Calls
+$2.1M
Net Calls Change
+$4.73M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$62.5M
2
SV
2
Starboard Value
New York
$72.2M
3
VVP
3
Vulcan Value Partners
Alabama
$47.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$20.4M
5
Primecap Management
5
Primecap Management
California
$66.5M

Top Sellers

1
SCM
1
Snyder Capital Management
California
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$31.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$75.6M
5
RFC
5
Russell Frank Company
Washington
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
126
Bingham Osborn & Scarborough
California
$463K +$463K +7,440 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$452K +$14.7K +236 +3%
KFS
128
KMS Financial Services
Washington
$451K +$451K +7,246 New
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$434K +$200K +3,207 +85%
US Bancorp
130
US Bancorp
Minnesota
$429K – – –
FMT
131
First Mercantile Trust
Tennessee
$392K +$392K +6,300 New
SCA
132
SAC Capital Advisors
Connecticut
$390K +$390K +6,262 New
CCC
133
Chelsea Counsel Company
California
$374K – – –
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$327K – – –
CL
135
Croft-Leominster
Maryland
$324K -$87.2K -1,400 -21%
RHBC
136
R.H. Bluestein & Co
Michigan
$311K – – –
ProShare Advisors
137
ProShare Advisors
Maryland
$281K -$1.65M -26,592 -85%
PAM
138
Panagora Asset Management
Massachusetts
$281K +$25.7K +412 +10%
PM
139
Parametrica Management
Hong Kong
$268K +$268K +4,309 New
SCA
140
Salient Capital Advisors
Texas
$251K +$251K +4,036 New
AIP
141
Ameritas Investment Partners
Nebraska
$251K +$251K +4,038 New
SB
142
Suntrust Banks
Georgia
$249K -$95.1K -1,532 -28%
FM
143
Forward Management
California
$249K +$249K +4,000 New
AG
144
Aperio Group
California
$244K – – –
Nuveen Asset Management
145
Nuveen Asset Management
Illinois
$243K +$243K +3,903 New
WAM
146
World Asset Management
Michigan
$241K -$87.2K -1,402 -27%
Asset Management One
147
Asset Management One
Japan
$236K +$236K +3,832 New
NCCM
148
Nine Chapters Capital Management
New Jersey
$230K +$230K +3,700 New
DC
149
Deere & Company
Illinois
$220K -$243K -3,914 -53%
SCM
150
Shelton Capital Management
Colorado
$220K +$220K +3,542 New
4 5
6
7 8