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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
ZB
276
Zions Bancorporation
Utah
$367K -$107K -944 -23%
IAA
277
Independent Advisor Alliance
North Carolina
$359K
GCP
278
GSA Capital Partners
United Kingdom
$340K -$1.17M -10,338 -78%
CG
279
Caprock Group
Idaho
$340K +$21.1K +187 +7%
WAM
280
World Asset Management
Michigan
$329K -$33.7K -299 -10%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$305K +$290K +2,573 New
PHK
282
Point72 Hong Kong
Hong Kong
$296K +$10.4K +92 +4%
EMG
283
Ellington Management Group
Connecticut
$296K +$282K +2,500 New
Truist Financial
284
Truist Financial
North Carolina
$293K +$278K +2,467 New
PAM
285
Panagora Asset Management
Massachusetts
$277K -$2.2M -19,478 -89%
MCG
286
McCollum Christoferson Group
New York
$272K
URS
287
Utah Retirement Systems
Utah
$272K
SI
288
Stephens Inc
Arkansas
$268K
OR
289
Olympiad Research
Connecticut
$268K +$255K +2,262 New
W
290
Wealthquest
Ohio
$266K -$84.7K -750 -25%
AI
291
Atria Investments
North Carolina
$264K +$252K +2,232 New
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$262K -$3.05K -27 -1%
QT
293
Quantbot Technologies
New York
$261K +$110K +978 +79%
ACI
294
AMP Capital Investors
Australia
$260K
DCM
295
Delta Capital Management
New Jersey
$256K
CIP
296
Chartwell Investment Partners
Pennsylvania
$239K -$22.6K -200 -9%
CA
297
Cullinan Associates
Kentucky
$237K
GWM
298
Geneos Wealth Management
Colorado
$237K
RMC
299
Resources Management Corp
Connecticut
$237K
MFG
300
Magnus Financial Group
New York
$236K

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.