Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CURTISS WRIGHT CORP (CW)

789 + 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
↑ +41
Streak
10Q ▲
Buyers last Q
50%

Smart Money Signals — CW

Based on 776 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
776 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 — +32% more funds vs a year ago

fund count last 6Q
+188 new funds entered over the past year (+32% 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 — 50% buying

367 buying364 selling
Last quarter: 367 funds bought or added vs 364 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new CW position: 86 → 142 → 107 → 121. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 26% new
394 out of 776 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.
➡️

Steady discovery — ~121 new funds/quarter

96 → 86 → 142 → 107 → 121 new funds/Q
New funds entering each quarter: 86 → 142 → 107 → 121. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Of 789 current holders: 421 (53%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
46 of 776 holders are among the 100 largest funds by AUM, controlling 47% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

94 top-rated funds 8 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: CW
2026 Q1 Stats Unlock in 12 days 789 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 789 750 5.2%
13F Shares 31M 30M 2.79%
Total Value $16.43B $15.96B 2.98%
New Positions 121 107 +14
Increased Positions 266 270 -4
Closed Positions 85 70 +15
Reduced Positions 299 293 +6
Total Calls 7 9 -22.22%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 1.0 0.89 Neutral

Statistics: CW

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

789 + investors

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

Top 25 institutional holders of CW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HWG Holdings LP 7.73% 43,627 $29.7M
2 CAPITAL MANAGEMENT ASSOCIATES /NY/ 3.39% 3,000 $2.0M
3 ELEVATUS WELATH MANAGEMENT 2.94% 8,225 $5.6M
4 O'Brien Greene & Co. Inc 2.49% 12,941 $8.8M
5 Dorsey Wright & Associates 2.18% 25,813 $17.6M
6 QP WEALTH MANAGEMENT, LLC 2.10% 1,798 $1.2M
7 TimesSquare Capital Management, LLC 1.90% 164,493 $112K
8 LaFleur & Godfrey LLC 1.73% 20,379 $13.9M
9 Retireful, LLC 1.42% 1,477 $1.0M
10 BOURGEON CAPITAL MANAGEMENT LLC 1.36% 11,573 $7.9M
11 PEAK FINANCIAL ADVISORS LLC 1.21% 4,004 $2.7M
12 Smith Salley Wealth Management 1.13% 33,062 $22.5M
13 WEDGE CAPITAL MANAGEMENT L L P/NC 1.13% 90,045 $61.3M
14 CONGRESS ASSET MANAGEMENT CO 1.11% 227,835 $155.2M
15 APPLETON PARTNERS INC/MA 1.06% 22,246 $15K
16 Blue Capital, Inc. 0.92% 2,072 $1.4M
17 Cardinal Capital Management 0.90% 10,284 $7.0M
18 Yorktown Management & Research Co Inc 0.80% 1,400 $954K
19 Marks Group Wealth Management, Inc 0.78% 11,897 $8.1M
20 Covea Finance 0.75% 31,581 $21.5M
21 GHP Investment Advisors, Inc. 0.75% 26,588 $18.1M
22 4WEALTH ADVISORS, INC. 0.66% 1,225 $774K
23 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.65% 94,740 $64.5M
24 Inspire Investing, LLC 0.63% 11,284 $7.7M
25 Legacy Wealth Asset Management, LLC 0.62% 3,738 $2.5M
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 — 10 quarters in a row: For 10 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 — 50% buying: Last quarter: 367 funds bought or added vs 364 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 — 47% AUM from top-100 funds: 46 of 776 holders are among the 100 largest funds by AUM, controlling 47% 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?

51% of holders stayed for 2+ years: 394 out of 776 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.

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.