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Woodward

337 hedge funds and large institutions have $5.96B invested in Woodward in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $17M | Put options by funds: $12.3M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 339337 (-2)

5% less capital invested

Capital invested by funds: $6.25B → $5.96B (-$296M)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.54% less ownership

Funds ownership: 82.12%80.58% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
45
Increased
108
Reduced
116
Closed
43
Calls
$17M
Puts
$12.3M
Net Calls
+$4.68M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$24K +$357 +3 +2%
SCA
302
Stonebridge Capital Advisors
Minnesota
$24K +$23.8K +200 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$22K
APA
304
American Portfolios Advisors
New York
$21.2K +$953 +8 +5%
JGIA
305
Jackson Grant Investment Advisers
Connecticut
$19K
GAM
306
Gemmer Asset Management
California
$18K
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$14K +$14.1K +118 New
AIG
308
American International Group
New York
$12.8K +$106K +891 +0.8%
BCA
309
Berman Capital Advisors
Georgia
$12K -$834 -7 -6%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$11K
JCM
311
Jacobi Capital Management
Pennsylvania
$9K +$6.08K +51 +232%
QCG
312
Quadrant Capital Group
Ohio
$8K
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$7K -$10.2K -86 -59%
NFG
314
Next Financial Group
Texas
$7K
SL
315
Savior LLC
Massachusetts
$7K
SOW
316
State of Wyoming
Wyoming
$7K +$6.67K +56 New
PWMG
317
Prestige Wealth Management Group
New Jersey
$6K
ADL
318
Asset Dedication LLC
California
$5K
CWP
319
Concord Wealth Partners
Virginia
$5K +$953 +8 +22%
First Manhattan
320
First Manhattan
New York
$5K +$3.22K +27 +169%
CH
321
Canton Hathaway
Rhode Island
$5K +$5.36K +45 New
CFD
322
Creative Financial Designs
Indiana
$4K
FPS
323
Fieldpoint Private Securities
Connecticut
$4K
IA
324
IFP Advisors
Florida
$3K -$1.31K -11 -32%
VFA
325
Valeo Financial Advisors
Indiana
$3K

WWD Hedge Fund Activity: Q1 2021 in Review

337 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2021, worth a combined $5.96B — down 4.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WWD positions and 43 closed out — a net gain of 2 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $40.2M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $43.5M sold.

  • 337 institutional investors held Woodward (WWD) as of Q1 2021, down from 339 in Q4 2020.
  • Funds reported $5.96B of Woodward stock for Q1 2021, down 4.7% quarter-over-quarter.
  • 45 funds opened new Woodward positions in Q1 2021 and 43 closed out, a net change of +2 holders.
  • The largest Woodward buyer in Q1 2021 was Atlanta Capital Management, an estimated $40.2M added.
  • The largest Woodward seller in Q1 2021 was Sumitomo Mitsui Trust Group, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2021.