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Woodward

468 hedge funds and large institutions have $8.93B invested in Woodward in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $6.05M

12% more capital invested

Capital invested by funds: $8B → $8.93B (+$928M)

9% more funds holding

Funds holding: 429468 (+39)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

2.22% less ownership

Funds ownership: 86.27%84.04% (-2.2%)

Holders
468
Holders Change
+39
Holders Change %
+9.09%
% of All Funds
6.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
78
Increased
147
Reduced
155
Closed
33
Calls
$7.86M
Puts
$6.05M
Net Calls
+$1.81M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
251
Adage Capital Partners
Massachusetts
$782K -$332K -1,951 -30%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$775K
ETC
253
Exchange Traded Concepts
Oklahoma
$771K +$29.4K +173 +4%
TFA
254
Toth Financial Advisory
Virginia
$767K
SWM
255
Sendero Wealth Management
Texas
$759K +$143K +842 +24%
BIM
256
Bridges Investment Management
Nebraska
$746K +$728K +4,280 New
A
257
AlphaQuest
New York
$739K -$1.19M -6,987 -62%
AWM
258
Avior Wealth Management
Nebraska
$704K -$121K -713 -15%
TIAA Trust, National Association
259
TIAA Trust, National Association
North Carolina
$702K
FRM
260
Fox Run Management
Connecticut
$698K +$458K +2,693 +205%
NL
261
NKCFO LLC
Illinois
$663K +$647K +3,800 New
GFPC
262
Global Financial Private Client
Florida
$652K +$636K +3,739 New
CGH
263
Crossmark Global Holdings
Texas
$651K -$97.7K -574 -13%
AI
264
Atria Investments
North Carolina
$647K +$631K +3,711 New
BHPW
265
Beverly Hills Private Wealth
California
$645K -$38.5K -226 -6%
WF
266
WoodTrust Financial
Wisconsin
$644K
Jones Financial Companies
267
Jones Financial Companies
Missouri
$630K +$270K +1,587 +78%
RIA
268
Regal Investment Advisors
Michigan
$613K +$170 +1 +0%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$605K +$20.4K +120 +4%
KWA
270
Kingswood Wealth Advisors
California
$603K
AAS
271
Avantax Advisory Services
Texas
$591K +$577K +3,389 New
OCBCO
272
Oversea-Chinese Banking Corp (OCBC)
Singapore
$588K
TRCT
273
Tower Research Capital (TRC)
New York
$585K +$109K +640 +24%
SPS
274
Susquehanna Portfolio Strategies
Pennsylvania
$585K -$634K -3,724 -53%
NRD
275
Nebula Research & Development
New York
$575K +$561K +3,296 New

WWD Hedge Fund Activity: Q2 2024 in Review

468 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2024, worth a combined $8.93B — up 12% from $8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WWD positions and 33 closed out — a net gain of 45 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was Eagle Capital Management (New York), adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $96.2M.

  • 468 institutional investors held Woodward (WWD) as of Q2 2024, up from 429 in Q1 2024.
  • Funds reported $8.93B of Woodward stock for Q2 2024, up 12% quarter-over-quarter.
  • 78 funds opened new Woodward positions in Q2 2024 and 33 closed out, a net change of +45 holders.
  • The largest Woodward buyer in Q2 2024 was Eagle Capital Management (New York), an estimated $45M added.
  • The largest Woodward seller in Q2 2024 was Morgan Stanley, an estimated $96.2M sold.

Based on aggregated 13F filings for Q2 2024.