We are live on ! Find out more
WWD icon

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
S
326
SignatureFD
Georgia
$3K +$238 +2 +10%
PA
327
Parallel Advisors
California
$3K +$2.03K +17 +243%
SWM
328
Spire Wealth Management
Virginia
$3K +$7.63K +64 New
Nisa Investment Advisors
329
Nisa Investment Advisors
Missouri
$2.98K
LWM
330
Liberty Wealth Management
California
$2K
LC
331
Lindbrook Capital
California
$2K
TAIM
332
TD Ameritrade Investment Management
Nebraska
$2K
CFA
333
Carroll Financial Associates
North Carolina
$2K +$119 +1 +5%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$2K +$1.31K +11 +550%
APWA
335
Atlas Private Wealth Advisors
New Jersey
$1K +$596 +5 New
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$834 +7 New
Sumitomo Mitsui Trust Group
337
Sumitomo Mitsui Trust Group
Japan
-$43.5M -357,808 Closed
B
338
BP
United Kingdom
-$13.3M -109,555 Closed
Arrowstreet Capital
339
Arrowstreet Capital
Massachusetts
-$8.51M -70,044 Closed
MSA
340
Mason Street Advisors
Wisconsin
-$3.79M -31,188 Closed
BC
341
Brookfield Corp
Ontario, Canada
-$2.05M -16,873 Closed
WC
342
Wexford Capital
Florida
-$1.31M -10,800 Closed
Zurich Cantonal Bank
343
Zurich Cantonal Bank
Switzerland
-$841K -6,918 Closed
FFA
344
First Foundation Advisors
California
-$730K -6,008 Closed
AAMU
345
Amundi Asset Management US
Massachusetts
-$729K -6,000 Closed
JCA
346
Jade Capital Advisors
New Jersey
-$608K -5,000 Closed
DJSG
347
D.J. St. Germain
Massachusetts
-$486K -4,000 Closed
FI
348
FormulaFolio Investments
Michigan
-$443K -3,642 Closed
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
-$434K -3,574 Closed
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
-$398K -3,279 Closed

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.