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Curtiss-Wright
CW

Overview Fund Activity

385 hedge funds and large institutions have $5.58B invested in Curtiss-Wright in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 149 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
124
Reduced
149
Closed
35
Calls
$1.06M
Puts
$2.82M
Net Calls
-$1.76M
Net Calls Change
-$721K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$250M
2
Select Equity Group
2
Select Equity Group
New York
$133M
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
MAM
4
Martingale Asset Management
Massachusetts
$15.2M
5
Victory Capital Management
5
Victory Capital Management
Texas
$61.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
PFC
2
Poplar Forest Capital
California
$0
3
SAM
3
Silvercrest Asset Management
New York
$80.6M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.25M
5
Invesco
5
Invesco
Georgia
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$821K +$276K +1,566 +51%
RWM
202
Ritholtz Wealth Management
New York
$812K +$205K +1,164 +34%
CB
203
Commerce Bank
Missouri
$793K +$3.17K +18 +0.4%
PAM
204
Paradigm Asset Management
New York
$776K – – –
SA
205
Shilanski & Associates
Alaska
$760K +$83.8K +482 +12%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$751K +$199K +1,131 +36%
Allianz Asset Management
207
Allianz Asset Management
Germany
$750K +$750K +4,253 New
CCMG
208
Clark Capital Management Group
Pennsylvania
$747K -$30.8K -175 -4%
GCA
209
Greenwood Capital Associates
South Carolina
$739K -$12.3K -70 -2%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$732K +$246K +1,394 +51%
LWAM
211
Legacy Wealth Asset Management
Minnesota
$718K -$20.8K -118 -3%
MC
212
Maverick Capital
Texas
$709K +$709K +4,023 New
CGH
213
Crossmark Global Holdings
Texas
$700K +$49.4K +280 +8%
PAM
214
Panagora Asset Management
Massachusetts
$699K -$1.39M -7,861 -66%
Franklin Resources
215
Franklin Resources
California
$690K -$1.11M -6,320 -62%
E
216
Ergoteles
New York
$684K -$255K -1,449 -27%
QI
217
QV Investors
Alberta, Canada
$680K -$129K -730 -16%
ETC
218
Exchange Traded Concepts
Oklahoma
$674K -$120K -683 -15%
QT
219
Quantbot Technologies
New York
$668K +$668K +3,788 New
Millennium Management
220
Millennium Management
New York
$650K -$1.98M -11,246 -75%
PCH
221
PGIM Custom Harvest
New Jersey
$641K – – –
LA
222
Lindenwold Advisors
Pennsylvania
$641K +$4.58K +26 +0.7%
FMTC
223
Farmers & Merchants Trust Company
California
$625K – – –
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$623K -$1.59K -9 -0.3%
SAM
225
Securian Asset Management
Minnesota
$620K – – –
7 8
9
10 11