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Woodward

212 hedge funds and large institutions have $2.42B invested in Woodward in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $1.99B → $2.42B (+$439M)

3% more funds holding

Funds holding: 205212 (+7)

0% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $2.61M

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 85

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
30
Increased
59
Reduced
85
Closed
22
Calls
$2.62M
Puts
$2.61M
Net Calls
+$10K
Net Calls Change
-$917K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$233M
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M -$3.76M -82,542 -2%
BFA
3
BlackRock Fund Advisors
California
$136M -$7.54M -165,540 -6%
State Street
4
State Street
Massachusetts
$106M -$3.02M -66,393 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$92.2M -$17M -372,115 -17%
BIT
6
BlackRock Institutional Trust
California
$89.7M -$1.45M -31,841 -2%
FMI
7
Fiduciary Management Inc
Wisconsin
$86.9M +$35.3M +773,938 +81%
WHG
8
Westwood Holdings Group
Texas
$71.9M +$3.11M +68,266 +5%
CIP
9
Champlain Investment Partners
Vermont
$70.1M +$776K +17,040 +1%
Norges Bank
10
Norges Bank
Norway
$58M +$26.3M +577,595 +100%
Northern Trust
11
Northern Trust
Illinois
$56.2M -$7.15M -156,830 -12%
LCP
12
Lombardia Capital Partners
California
$50.3M -$8.56M -187,982 -16%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$47.7M -$2.88M -63,163 -6%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$45.2M +$41.1M +901,053 New
SCM
15
Snyder Capital Management
California
$44.3M +$3.03M +66,471 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$43.5M -$20.5M -449,711 -34%
Artisan Partners
17
Artisan Partners
Wisconsin
$43.2M -$7.8M -171,279 -17%
Goldman Sachs
18
Goldman Sachs
New York
$42.1M +$6.84M +150,225 +22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$40.3M +$625K +13,726 +2%
EAM
20
Eagle Asset Management
Florida
$38.8M -$619K -13,593 -2%
EIP
21
Epoch Investment Partners
New York
$38.4M -$2.58M -56,710 -7%
KCM
22
Kennedy Capital Management
Missouri
$37.1M +$3.28M +72,101 +11%
VVP
23
Vulcan Value Partners
Alabama
$36.4M -$1.43M -31,305 -4%
PCM
24
Palisade Capital Management
New Jersey
$32.6M -$2.22M -48,702 -7%
HIM
25
Hermes Investment Management
United Kingdom
$31.4M +$7.21M +158,295 +34%

WWD Hedge Fund Activity: Q2 2014 in Review

212 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2014, worth a combined $2.42B — up 22% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WWD positions and 22 closed out — a net gain of 8 holders — while 59 added to existing stakes and 85 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $41.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $48.6M sold.

  • 212 institutional investors held Woodward (WWD) as of Q2 2014, up from 205 in Q1 2014.
  • Funds reported $2.42B of Woodward stock for Q2 2014, up 22% quarter-over-quarter.
  • 30 funds opened new Woodward positions in Q2 2014 and 22 closed out, a net change of +8 holders.
  • The largest Woodward buyer in Q2 2014 was Lord, Abbett & Co, an estimated $41.1M added.
  • The largest Woodward seller in Q2 2014 was Cramer Rosenthal McGlynn, an estimated $48.6M sold.

Based on aggregated 13F filings for Q2 2014.