Woodward
416 hedge funds and large institutions have $6.84B invested in Woodward in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 20 closing their positions.
245% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 20
14% more capital invested
Capital invested by funds: $6.01B → $6.84B (+$834M)
11% more funds holding
Funds holding: 374 → 416 (+42)
3.58% more ownership
Funds ownership: 80.04% → 83.63% (+3.6%)
8% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $12.8M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$214M |
| 2 |
DFO
Duquesne Family Office
New York
|
+$52.9M |
| 3 |
AWG
Alpha Wave Global
New York
|
+$25.7M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$23.6M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$35.8M |
| 2 |
Millennium Management
New York
|
-$33.4M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$29.6M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$20.1M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SEC
426
Seven Eight Capital
New York
| – | -$283K | -2,278 | Closed |
|
|
BSW
427
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$273K | -2,201 | Closed |
|
|
KAS
428
Kestra Advisory Services
Austin,
Texas
| – | -$232K | -1,869 | Closed |
|
|
GFP
429
Gryphon Financial Partners
Columbus,
Ohio
| – | -$224K | -1,802 | Closed |
|
430
Point72 Asset Management
Stamford,
Connecticut
| – | -$94.6K | -761 | Closed |
|
|
BCM
431
BluePath Capital Management
Atlanta,
Georgia
| – | -$31.6K | -254 | Closed |
|
|
SCA
432
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$12.4K | -100 | Closed |
|
|
BAAM
433
Baker Avenue Asset Management
San Francisco,
California
| – | -$7.95K | -64 | Closed |
|
|
PFBT
434
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$373 | -3 | Closed |
|
|
SAM
435
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$131 | +1 | New |
|
WWD Hedge Fund Activity: Q4 2023 in Review
416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q4 2023, worth a combined $6.84B — up 14% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WWD positions and 20 closed out — a net gain of 49 holders — while 135 added to existing stakes and 138 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $214M. The largest seller was Brown Advisory, cutting an estimated $35.8M.
- 416 institutional investors held Woodward (WWD) as of Q4 2023, up from 374 in Q3 2023.
- Funds reported $6.84B of Woodward stock for Q4 2023, up 14% quarter-over-quarter.
- 69 funds opened new Woodward positions in Q4 2023 and 20 closed out, a net change of +49 holders.
- The largest Woodward buyer in Q4 2023 was Morgan Stanley, an estimated $214M added.
- The largest Woodward seller in Q4 2023 was Brown Advisory, an estimated $35.8M sold.
Based on aggregated 13F filings for Q4 2023.