Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Curtiss Wright Corp (CW)

886 + Investors. Track Smart Money conviction in CW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +77
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — CW

Based on 893 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
893 hedge funds hold CW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+251 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

495 buying356 selling
Last quarter: 495 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new CW position: 146 → 116 → 126 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 28% new
418 out of 893 hedge funds have held CW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+18% value, -1% shares)

Value
+18%
Shares
-1%
Last quarter: total value of institutional CW holdings rose +18% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~162 new funds/quarter

91 → 146 → 116 → 126 → 162 new funds/Q
New funds entering each quarter: 146 → 116 → 126 → 162. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 13% 1-2yr ■ 35% new
Of 912 current holders: 473 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
63 of 893 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CW

In 2026 Q1, 495 hedge funds were net buyers of CW (162 opened a new position, 333 added to an existing one), while 356 reduced or exited (271 trimmed, 85 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in CW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +77 funds (more new holders than closures). Total institutional holders: 893.

Hedge Fund Ownership: CW

How many hedge funds hold CW — quarterly history vs. share price
Quarterly hedge fund ownership of CW vs. share price

Market Analysis: CW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Curtiss Wright Corp (CW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CW has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CW
+11.3%
XLI
+8.9%

CW outperformed XLI by +2.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CW
+6.4%
XLI
+329.7%

Since the filing became public, CW outperformed XLI by -323.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: CW
886 + Investors

Track Smart Money conviction in CW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 886 816 8.58%
13F Shares 31M 31M -1.14%
Total Value $19.76B $16.76B 17.95%
New Positions 158 126 +32
Increased Positions 328 258 +70
Closed Positions 88 84 +4
Reduced Positions 266 291 -25
Total Calls 10 7 42.86%
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

886 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Visualize Group LP 11.45% 40,816 $27.8M
2 HWG Holdings LP 7.73% 43,627 $29.7M
3 ArchPoint Investors 5.48% 33,800 $23.0M
4 Capital Management Associates /Ny/ 3.39% 3,000 $2.0M
5 Elevatus Welath Management 2.94% 8,225 $5.6M
6 Hardman Johnston Global Advisors LLC 2.53% 78,267 $53.3M
7 O'Brien Greene & Co. Inc 2.49% 12,941 $8.8M
8 Fideuram Asset Management (Ireland) dac 2.21% 25,477 $17.4M
9 Dorsey Wright & Associates 2.18% 25,813 $17.6M
10 Running Oak Capital LLC 2.14% 23,319 $15.9M
11 Qp Wealth Management, LLC 2.10% 1,798 $1.2M
12 Pinnbrook Capital Management LP 1.78% 10,059 $6.9M
13 LaFleur & Godfrey LLC 1.73% 20,379 $13.9M
14 ArrowMark Colorado Holdings LLC 1.58% 87,542 $59.6M
15 Tribune Investment Group LP 1.57% 6,000 $4.1M
16 Retireful, LLC 1.42% 1,477 $1.0M
17 Candelo Capital Management LP 1.41% 2,499 $1.7M
18 Bourgeon Capital Management LLC 1.36% 11,573 $7.9M
19 Bannerstone Capital Management, LLC 1.35% 2,140 $1.5M
20 Peak Financial Advisors LLC 1.21% 4,004 $2.7M
21 Axiom Investors LLC /de 1.16% 153,309 $104.4M
22 Smith Salley Wealth Management 1.13% 33,062 $22.5M
23 Wedge Capital Management L L P/Nc 1.13% 90,045 $61.3M
24 Driehaus Capital Management LLC 1.13% 225,759 $153.8M
25 Congress Asset Management Co 1.11% 227,835 $155.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Curtiss Wright Corp (CW)

What does the Smart Money Trend signal show for CW?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CW?

Slight buying edge — 58% buying: Last quarter: 495 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CW holders?

Elite ownership — 45% AUM from top-100 funds: 63 of 893 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CW?

47% of holders stayed for 2+ years: 418 out of 893 hedge funds have held CW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Curtiss Wright Corp (CW) following the 2026 Q1 hedge fund 13F filings?

As of today, CW has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -323.3%. Since the quarter end (March 31, 2026), CW has gained +11.3% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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