The divergence between three active buyers doubling down and four sellers making significant reductions suggests no consensus thesis. Monitor upcoming 10-Q for organic growth and margin trends — the selling may reflect profit-taking after CW's strong run, while buyers see continued value.
Executive Summary
Institutional activity in Curtiss Wright (CW) during Q3 2026 was mixed: three asset managers added $26.7M in new holdings (led by Robeco and Fort Washington), while four sellers reduced positions by $126.2M (led by TD Waterhouse Canada and Vontobel). The net $99.5M outflow from tracked institutions suggests a cautious or rotating stance, though the buying was concentrated in active managers doubling down.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$99.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | DOUBLED | +106.7% | $58.8M | $19.2M |
| Fort Washington Investment Advisors | ADD | +88.3% | $28.3M | $7.3M |
| Ninety One Uk | DOUBLED | +211.7% | $392.0K | $217.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -63.3% | $85.8M | -$63.2M |
| Vontobel Holding | NEAR_EXIT | -79.3% | $63.3M | -$53.9M |
| Assenagon Asset Management | NEAR_EXIT | -95.1% | $7.7M | -$7.5M |
| Concurrent Investment Advisors | TRIM | -56.4% | $2.3M | -$1.6M |
Key Facts
- 3 buyers added $26.7M in net new value; 4 sellers reduced by $126.2M
- Robeco doubled its stake to $58.8M (Δ+$19.2M); Fort Washington added 88.3% to $28.3M
- TD Waterhouse Canada trimmed 63.3% of its position, exiting $63.2M in value
- Vontobel and Assenagon both executed near-exits, removing $61.4M combined
- All tracked institutions are asset managers — no passive/index funds in the cluster
Financial Impact
Net institutional outflow of $99.5M in Q3 2026 (buyers added $26.7M, sellers removed $126.2M)
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Sellers outnumber buyers 4-to-3 and removed ~4.7x more capital than buyers added
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-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $494.19 | awaiting T+20 | — | — |
Oct 6, 2026 21d ago | 8-K | $509.10 | awaiting T+20 | — | — |
Sep 22, 2026 5w ago | 8-K | $550.27 $495.25 | ▼ −10.00% | ▼ −9.44% | — |
Sep 14, 2026 6w ago | 8-K | $551.21 $504.16 | ▼ −8.54% | ▼ −10.80% | — |
Aug 31, 2026 8w ago | Insider Cluster | $582.53 $533.85 | ▼ −8.36% | ▼ −8.17% | — |
Aug 19, 2026 9w ago | 8-K | $673.34 $567.45 | ▼ −15.73% | ▼ −13.77% | — |
Aug 14, 2026 10w ago | Institutional Cluster | $699.31 $551.21 | ▼ −21.18% | ▼ −19.19% | — |
Aug 11, 2026 11w ago | 8-K | $705.96 $565.34 | ▼ −19.92% | ▼ −18.86% | — |
Aug 6, 2026 11w ago | 8-K | $714.04 $568.72 | ▼ −20.35% | ▼ −20.95% | — |
Jun 15, 2026 19w ago | Insider Cluster | $764.61 $752.17 | ▼ −1.63% | ▼ −1.83% | — |
US Market Status
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