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Woodward

468 hedge funds and large institutions have $8.93B invested in Woodward in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $6.05M

12% more capital invested

Capital invested by funds: $8B → $8.93B (+$928M)

9% more funds holding

Funds holding: 429468 (+39)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

2.22% less ownership

Funds ownership: 86.27%84.04% (-2.2%)

Holders
468
Holders Change
+39
Holders Change %
+9.09%
% of All Funds
6.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
78
Increased
147
Reduced
155
Closed
33
Calls
$7.86M
Puts
$6.05M
Net Calls
+$1.81M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$3.65M -$738K -4,340 -17%
KLWA
152
Kelly Lawrence W & Associates
California
$3.59M -$122K -717 -3%
GT
153
Glenmede Trust
Pennsylvania
$3.53M +$978K +5,747 +40%
MCM
154
Mengis Capital Management
Oregon
$3.49M -$4.96M -29,137 -59%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$3.42M
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M
AIP
157
Ameritas Investment Partners
Nebraska
$3.39M -$65K -382 -2%
CF
158
Covea Finance
France
$3.31M -$340K -2,000 -10%
TWA
159
TCI Wealth Advisors
Arizona
$3.3M
QC
160
Quadrature Capital
United Kingdom
$3.12M -$1.38M -8,128 -31%
RSC
161
Red Spruce Capital
Pennsylvania
$3.02M -$32.8K -193 -1%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$3M -$34K -200 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
163
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.98M -$1.15M -6,779 -28%
SG Americas Securities
164
SG Americas Securities
New York
$2.97M +$1.55M +9,092 +114%
ASRS
165
Arizona State Retirement System
Arizona
$2.94M +$63.8K +375 +2%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.94M +$891K +5,234 +45%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$2.92M +$10.4K +61 +0.4%
RFC
168
Regions Financial Corp
Alabama
$2.87M -$76.4K -449 -3%
TC
169
TwinBeech Capital
New York
$2.81M +$2.74M +16,122 New
Rafferty Asset Management
170
Rafferty Asset Management
New York
$2.78M +$85.6K +503 +3%
Creative Planning
171
Creative Planning
Kansas
$2.75M +$155K +913 +6%
SGM
172
Skye Global Management
Florida
$2.75M +$2.68M +15,750 New
CCS
173
Concentric Capital Strategies
Connecticut
$2.72M +$2.66M +15,608 New
Verition Fund Management
174
Verition Fund Management
Connecticut
$2.71M +$1.68M +9,892 +176%
ZB
175
Zions Bancorporation
Utah
$2.68M -$100K -589 -4%

WWD Hedge Fund Activity: Q2 2024 in Review

468 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2024, worth a combined $8.93B — up 12% from $8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WWD positions and 33 closed out — a net gain of 45 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was Eagle Capital Management (New York), adding an estimated $45M. The largest seller was Morgan Stanley, cutting an estimated $96.2M.

  • 468 institutional investors held Woodward (WWD) as of Q2 2024, up from 429 in Q1 2024.
  • Funds reported $8.93B of Woodward stock for Q2 2024, up 12% quarter-over-quarter.
  • 78 funds opened new Woodward positions in Q2 2024 and 33 closed out, a net change of +45 holders.
  • The largest Woodward buyer in Q2 2024 was Eagle Capital Management (New York), an estimated $45M added.
  • The largest Woodward seller in Q2 2024 was Morgan Stanley, an estimated $96.2M sold.

Based on aggregated 13F filings for Q2 2024.