Woodward
330 hedge funds and large institutions have $4.76B invested in Woodward in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 102 reducing their positions, and 30 closing their positions.
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
6% more funds holding
Funds holding: 312 → 330 (+18)
4% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 102
3% more capital invested
Capital invested by funds: $4.63B → $4.76B (+$132M)
0.47% more ownership
Funds ownership: 81.4% → 81.87% (+0.47%)
92% less call options, than puts
Call options by funds: $1.47M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
+$53.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$36.4M |
| 3 |
Millennium Management
New York
|
+$22.2M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$21.5M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$140M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$29.8M |
| 3 |
JP Morgan Chase
New York
|
-$12.9M |
| 4 |
Goldman Sachs
New York
|
-$10.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$10.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCA
351
Column Capital Advisors
Indianapolis,
Indiana
| – | -$34.3K | -355 | Closed |
|
|
OWA
352
One Wealth Advisors
San Francisco,
California
| – | -$21.1K | -218 | Closed |
|
|
PMFA
353
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$19.3K | -200 | Closed |
|
|
AWM
354
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$10.3K | -100 | Closed |
|
|
CA
355
Crewe Advisors
Salt Lake City,
Utah
| – | -$2.8K | -29 | Closed |
|
|
FWA
356
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$869 | -9 | Closed |
|
|
BIA
357
Bell Investment Advisors
Oakland,
California
| – | -$580 | -6 | Closed |
|
|
SWA
358
Sutton Wealth Advisors
Tampa,
Florida
| – | -$97 | -1 | Closed |
|
359
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$101 | +1 | New |
|
WWD Hedge Fund Activity: Q1 2023 in Review
330 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2023, worth a combined $4.76B — up 2.9% from $4.63B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WWD positions and 30 closed out — a net gain of 20 holders — while 106 added to existing stakes and 102 trimmed.
The largest buyer was Kensico Capital Management, opening a new position worth an estimated $53.8M. The largest seller was Morgan Stanley, cutting an estimated $140M.
- 330 institutional investors held Woodward (WWD) as of Q1 2023, up from 312 in Q4 2022.
- Funds reported $4.76B of Woodward stock for Q1 2023, up 2.9% quarter-over-quarter.
- 50 funds opened new Woodward positions in Q1 2023 and 30 closed out, a net change of +20 holders.
- The largest Woodward buyer in Q1 2023 was Kensico Capital Management, an estimated $53.8M added.
- The largest Woodward seller in Q1 2023 was Morgan Stanley, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2023.