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Woodward

358 hedge funds and large institutions have $5.65B invested in Woodward in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $5.01B → $5.65B (+$646M)

1.92% more ownership

Funds ownership: 75.07%76.99% (+1.9%)

0% less funds holding

Funds holding: 359358 (-1)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $12.1M

Holders
358
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
7.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
43
Increased
116
Reduced
124
Closed
36
Calls
$8.68M
Puts
$12.1M
Net Calls
-$3.4M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
251
Fred Alger Management
New York
$478K -$87.5K -775 -16%
FNBOH
252
First National Bank of Hutchinson
Kansas
$478K -$3.95K -35 -0.9%
FAAS
253
First Allied Advisory Services
California
$478K +$9.03K +80 +2%
DSAM
254
Dock Street Asset Management
Florida
$474K
SWM
255
SVA Wealth Management
Wisconsin
$474K
TC
256
Truvestments Capital
Florida
$474K
EWM
257
Evercore Wealth Management
New York
$460K
WF
258
WoodTrust Financial
Wisconsin
$437K
HighTower Advisors
259
HighTower Advisors
Illinois
$428K +$72.2K +640 +22%
CTC
260
Central Trust Company
Missouri
$425K +$405K +3,590 New
LIA
261
LS Investment Advisors
Michigan
$421K +$19K +168 +5%
Zurich Cantonal Bank
262
Zurich Cantonal Bank
Switzerland
$420K
TCM
263
Teza Capital Management
Illinois
$419K -$233K -2,063 -37%
SCM
264
Shelton Capital Management
Colorado
$416K -$24K -213 -6%
C
265
Cerebellum
California
$414K -$77.3K -685 -16%
CSS
266
Cubist Systematic Strategies
Connecticut
$408K -$3.62M -32,101 -90%
RIG
267
Renaissance Investment Group
Massachusetts
$403K +$45.1K +400 +13%
BRWA
268
B. Riley Wealth Advisors
Florida
$395K -$76.4K -677 -17%
GP
269
Geneva Partners
Wisconsin
$387K -$90.3K -800 -20%
AA
270
ALPS Advisors
Colorado
$380K -$15.7K -139 -4%
PWA
271
Providence Wealth Advisors
Illinois
$377K
HAG
272
HighPoint Advisor Group
Illinois
$377K +$451 +4 +0.1%
SSA
273
Schonfeld Strategic Advisors
New York
$373K +$95.7K +848 +37%
AWM
274
Avior Wealth Management
Nebraska
$371K -$67.7K -600 -16%
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$368K

WWD Hedge Fund Activity: Q4 2019 in Review

358 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q4 2019, worth a combined $5.65B — up 13% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WWD positions and 36 closed out — a net gain of 7 holders — while 116 added to existing stakes and 124 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $134M. The largest seller was Invesco, cutting an estimated $60.5M.

  • 358 institutional investors held Woodward (WWD) as of Q4 2019, down from 359 in Q3 2019.
  • Funds reported $5.65B of Woodward stock for Q4 2019, up 13% quarter-over-quarter.
  • 43 funds opened new Woodward positions in Q4 2019 and 36 closed out, a net change of +7 holders.
  • The largest Woodward buyer in Q4 2019 was Capital Research Global Investors, an estimated $134M added.
  • The largest Woodward seller in Q4 2019 was Invesco, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2019.