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Woodward

332 hedge funds and large institutions have $3.21B invested in Woodward in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $2.86M

7.36% more ownership

Funds ownership: 76.99%84.34% (+7.4%)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

7% less funds holding

Funds holding: 358332 (-26)

30% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 73

43% less capital invested

Capital invested by funds: $5.65B → $3.21B (-$2.45B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
332
Holders Change
-26
Holders Change %
-7.26%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
51
Increased
122
Reduced
112
Closed
73
Calls
$8.8M
Puts
$2.86M
Net Calls
+$5.94M
Net Calls Change
+$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$10K +$9.73K +94 +115%
GAM
302
Gemmer Asset Management
California
$9K
Bessemer Group
303
Bessemer Group
New Jersey
$8K -$414 -4 -3%
FHA
304
Flagship Harbor Advisors
Massachusetts
$8K
GSWM
305
Golden State Wealth Management
California
$8K +$14.5K +140 New
LSA
306
Lion Street Advisors
Texas
$7K +$12.2K +118 New
QCG
307
Quadrant Capital Group
Ohio
$6K -$42.8K -413 -76%
VVP
308
Vulcan Value Partners
Alabama
$6K -$38.5K -372 -79%
FWM
309
FSA Wealth Management
Massachusetts
$6K
FHA
310
First Horizon Advisors
Tennessee
$6K +$13K +126 New
BFEC
311
Benjamin F. Edwards & Company
Missouri
$5K
BCA
312
Berman Capital Advisors
Georgia
$5K +$2.8K +27 +38%
ADL
313
Asset Dedication LLC
California
$4K -$725 -7 -9%
GT
314
Glenmede Trust
Pennsylvania
$4K
SL
315
Savior LLC
Massachusetts
$4K
Walleye Trading
316
Walleye Trading
New York
$4K +$6.32K +61 New
PA
317
Parallel Advisors
California
$4K +$7.97K +77 +1,925%
APA
318
American Portfolios Advisors
New York
$3.92K +$6.83K +66 New
SFG
319
Sowa Financial Group
Rhode Island
$3K
TL
320
TrueWealth LLC
Georgia
$3K
PWMG
321
Prestige Wealth Management Group
New Jersey
$3K +$4.87K +47 New
AAMU
322
Amundi Asset Management US
Massachusetts
$2K -$104K -1,008 -96%
VFA
323
Valeo Financial Advisors
Indiana
$2K +$311 +3 +14%
CA
324
Clearstead Advisors
Ohio
$2K +$3.21K +31 New
DWM
325
Darwin Wealth Management
Florida
$2K +$3.94K +38 New

WWD Hedge Fund Activity: Q1 2020 in Review

332 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2020, worth a combined $3.21B — down 43% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of WWD and 51 opened new positions — a net loss of 22 holders — while 112 trimmed existing stakes and 122 added.

The largest buyer was Capital Research Global Investors, adding an estimated $574M. The largest seller was Victory Capital Management, cutting an estimated $98M.

  • 332 institutional investors held Woodward (WWD) as of Q1 2020, down from 358 in Q4 2019.
  • Funds reported $3.21B of Woodward stock for Q1 2020, down 43% quarter-over-quarter.
  • 51 funds opened new Woodward positions in Q1 2020 and 73 closed out, a net change of -22 holders.
  • The largest Woodward buyer in Q1 2020 was Capital Research Global Investors, an estimated $574M added.
  • The largest Woodward seller in Q1 2020 was Victory Capital Management, an estimated $98M sold.

Based on aggregated 13F filings for Q1 2020.