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Woodward

282 hedge funds and large institutions have $3.01B invested in Woodward in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

70.67% more ownership

Funds ownership: 0%70.67% (+71%)

16% more funds holding

Funds holding: 244282 (+38)

7% more capital invested

Capital invested by funds: $2.82B → $3.01B (+$197M)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

12% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $2.49M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
282
Holders Change
+38
Holders Change %
+15.57%
% of All Funds
7.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
54
Increased
93
Reduced
96
Closed
13
Calls
$2.19M
Puts
$2.49M
Net Calls
-$306K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$3.06M
CIC
102
Crawford Investment Counsel
Georgia
$3.01M +$420K +6,500 +17%
MOACM
103
Mutual of America Capital Management
New York
$2.98M +$93.8K +1,451 +3%
Prudential Financial
104
Prudential Financial
New Jersey
$2.83M -$160K -2,480 -6%
TPSF
105
Texas Permanent School Fund
Texas
$2.79M -$110K -1,701 -4%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$2.72M -$176K -2,723 -6%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$2.65M -$219K -3,390 -8%
ERSOT
108
Employees Retirement System of Texas
Texas
$2.56M
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$2.5M +$464K +7,182 +25%
Federated Hermes
110
Federated Hermes
Pennsylvania
$2.46M -$10.3M -158,674 -82%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$2.28M +$2.13M +32,963 New
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$2.22M -$32.3K -500 -2%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$2.21M +$2.07M +31,972 New
RJFSA
114
Raymond James Financial Services Advisors
Florida
$2.21M -$40.8K -631 -2%
TU
115
TDAM USA
Ontario, Canada
$2.18M +$46.6K +721 +2%
Canada Life
116
Canada Life
Manitoba, Canada
$2.16M -$114K -1,771 -5%
MC
117
Menta Capital
California
$2.07M +$1.93M +29,923 New
TI
118
Trexquant Investment
Connecticut
$2.04M +$1.91M +29,500 New
SCM
119
Stevens Capital Management
Pennsylvania
$2.02M +$1.89M +29,293 New
Capstone Investment Advisors
120
Capstone Investment Advisors
New York
$1.98M +$1.86M +28,700 New
BA
121
BlackRock Advisors
Delaware
$1.93M +$28K +433 +2%
BlackRock
122
BlackRock
New York
$1.85M -$511K -7,902 -23%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$1.81M +$7.63K +118 +0.5%
MSA
124
Mason Street Advisors
Wisconsin
$1.79M +$18.3K +283 +1%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$1.76M +$47.2K +730 +3%

WWD Hedge Fund Activity: Q4 2016 in Review

282 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q4 2016, worth a combined $3.01B — up 7% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new WWD positions and 13 closed out — a net gain of 41 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21M. The largest seller was Vulcan Value Partners, cutting an estimated $59M.

  • 282 institutional investors held Woodward (WWD) as of Q4 2016, up from 244 in Q3 2016.
  • Funds reported $3.01B of Woodward stock for Q4 2016, up 7% quarter-over-quarter.
  • 54 funds opened new Woodward positions in Q4 2016 and 13 closed out, a net change of +41 holders.
  • The largest Woodward buyer in Q4 2016 was Morgan Stanley, an estimated $21M added.
  • The largest Woodward seller in Q4 2016 was Vulcan Value Partners, an estimated $59M sold.

Based on aggregated 13F filings for Q4 2016.