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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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$40K +$3.95K +35 +12%
SF
327
Synovus Financial
Georgia
$38K
FMT
328
First Mercantile Trust
Tennessee
$29K -$1.92K -17 -6%
IFAM
329
Institutional & Family Asset Management
Colorado
$29K
SPIA
330
Steward Partners Investment Advisory
New York
$27K -$4.06K -36 -13%
Fuller & Thaler Asset Management
331
Fuller & Thaler Asset Management
California
$26K
AF
332
Advisornet Financial
Minnesota
$23K
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$22K
IA
334
IFP Advisors
Florida
$21K
CIA
335
CSat Investment Advisory
Michigan
$18K +$3.05K +27 +22%
Bessemer Group
336
Bessemer Group
New Jersey
$17K
GAM
337
Gemmer Asset Management
California
$17K
FHA
338
Flagship Harbor Advisors
Massachusetts
$15K
FWM
339
FSA Wealth Management
Massachusetts
$12K +$11.3K +100 New
AIL
340
AGF Investments LLC
Ontario, Canada
$11K -$2.48K -22 -20%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$11K
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$10K +$1.92K +17 +26%
HGWM
343
Harvest Group Wealth Management
Massachusetts
$9K
ADL
344
Asset Dedication LLC
California
$9K +$790 +7 +10%
BCA
345
Berman Capital Advisors
Georgia
$8K
HIM
346
Hillsdale Investment Management
Ontario, Canada
$8K
CAW
347
Cornerstone Advisors (Washington)
Washington
$7K
SL
348
Savior LLC
Massachusetts
$7K +$7K +62 New
TL
349
TrueWealth LLC
Georgia
$6K
SFG
350
Sowa Financial Group
Rhode Island
$6K +$5.3K +47 New

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.