The cluster confirms strong institutional buy-in following the raised guidance. With Norges Bank taking a $383.7M stake, watch for further 13F filings from other large funds and any insider buying to corroborate. The 45-day reporting lag means positions may have shifted, but the directional signal is clear — institutions are betting on Curtiss-Wright's execution.
Executive Summary
A powerful institutional cluster emerged in Curtiss-Wright (CW) during Q2 2026, with 23 buyers accumulating $442.9M in net new positions versus 7 sellers trimming $102.6M. The buying is dominated by Norges Bank's massive new $383.7M stake, and follows the company's Q2 earnings report that featured raised full-year guidance despite a slight EPS miss. This cluster signals strong institutional conviction in the company's raised outlook and record backlog.
Key Financial Metrics
Institutional Positions
Net institutional flow: $340.3M
▲ Buyers (23)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Norges Bank | NEW | +100% | $383.7M | $383.7M |
| Robeco Institutional Asset Management B.v. | DOUBLED | +282.4% | $39.7M | $30.3M |
| Assenagon Asset Management | DOUBLED | +1322.5% | $7.7M | $7.2M |
▼ Sellers (7)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fiera Capital | TRIM | -65.9% | $139.3M | -$86.4M |
| Citigroup | TRIM | -25.8% | $40.8M | -$7.1M |
| Police & Firemen's Retirement System Of New | TRIM | -64.4% | $10.8M | -$6.5M |
Key Facts
- 23 institutional buyers vs 7 sellers in Q2 2026
- Net institutional buying of $442.9M, led by Norges Bank's new $383.7M position
- Fiera Capital trimmed $86.4M and Citigroup trimmed $7.1M, but dwarfed by buying
- Cluster follows bullish Q2 earnings (raised guidance, record backlog) filed 8 days prior
- All participants are active managers or sovereign wealth — no passive/index funds
Financial Impact
Net institutional accumulation of $340.3M (buyers added $442.9M, sellers reduced $102.6M), representing ~1.3% of CW's $26.7B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been partially unwound
- Q2 EPS missed consensus by 3.2%, and revenue was slightly below estimates
- Fiera Capital's $86.4M trim could indicate some profit-taking or risk reduction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CW-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $551.21 $568.02 | ▲ +3.05% | ▲ +2.94% | — |
Aug 31, 2026 4w ago | Insider Cluster | $582.53 $572.71 | ▼ −1.69% | ▼ −1.54% | — |
Aug 19, 2026 6w ago | 8-K | $673.34 $619.46 | ▼ −8.00% | ▼ −7.61% | — |
Aug 14, 2026 7w ago | Institutional Cluster | $699.31 $634.99 | ▼ −9.20% | ▼ −7.83% | — |
Aug 11, 2026 7w ago | 8-K | $705.96 $695.67 | ▼ −1.46% | ▼ −1.05% | — |
Aug 6, 2026 8w ago | 8-K | $714.04 $688.83 | ▼ −3.53% | ▼ −4.74% | — |
Jun 15, 2026 15w ago | Insider Cluster | $764.61 $765.13 | ▲ +0.07% | ▲ +2.30% | — |
May 20, 2026 19w ago | 8-K | $726.88 $747.61 | ▲ +2.85% | ▲ +1.00% | — |
May 7, 2026 21w ago | 8-K | $724.43 $751.00 | ▲ +3.67% | ▲ +2.16% | — |
Mar 17, 2026 28w ago | Insider Cluster | $679.35 $700.57 | ▼ −3.12% | ▼ −5.78% | — |
US Market Status
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