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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
RIA
351
Regal Investment Advisors
Michigan
-$378K -3,109 Closed
BRWA
352
B. Riley Wealth Advisors
Florida
-$347K -2,843 Closed
LNWWM
353
Laird Norton Wetherby Wealth Management
California
-$337K -2,774 Closed
SS
354
Simplicity Solutions
Minnesota
-$262K -2,157 Closed
WHG
355
Westwood Holdings Group
Texas
-$255K -2,102 Closed
TW
356
Transform Wealth
Colorado
-$255K -2,100 Closed
TSS
357
Two Sigma Securities
New York
-$230K -1,896 Closed
Holocene Advisors
358
Holocene Advisors
New York
-$215K -1,772 Closed
WDC
359
Woodward Diversified Capital
California
-$210K -1,725 Closed
AA
360
AQR Arbitrage
Connecticut
-$209K -1,716 Closed
ASN
361
Advisory Services Network
Georgia
-$154K -1,266 Closed
PWPS
362
Pinnacle Wealth Planning Services
Ohio
-$103K -851 Closed
PS
363
Planned Solutions
California
-$49K -400 Closed
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$27K -225 Closed
ETC
365
Exchange Traded Concepts
Oklahoma
-$22K -178 Closed
Jones Financial Companies
366
Jones Financial Companies
Missouri
-$15K -122 Closed
CCA
367
Childress Capital Advisors
Texas
-$12K -102 Closed
FWM
368
FSA Wealth Management
Massachusetts
-$12K -100 Closed
Walleye Trading
369
Walleye Trading
New York
-$6.67K -56 Closed
AWG
370
Altus Wealth Group
Colorado
-$7K -55 Closed
HNB
371
Huntington National Bank
Ohio
-$6K -47 Closed
ICP
372
Interchange Capital Partners
Pennsylvania
-$5K -47 Closed
CAAS
373
Capital Asset Advisory Services
Michigan
-$5K -42 Closed
VCG
374
Vantage Consulting Group
Virginia
-$5K -39 Closed
RWA
375
Ropes Wealth Advisors
Massachusetts
-$2K -13 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.