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Woodward

227 hedge funds and large institutions have $2.29B invested in Woodward in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

14% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.71M

7% more funds holding

Funds holding: 212227 (+15)

6% less capital invested

Capital invested by funds: $2.42B → $2.29B (-$138M)

29% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 93

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
227
Holders Change
+15
Holders Change %
+7.08%
% of All Funds
6.59%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
66
Reduced
93
Closed
7
Calls
$1.96M
Puts
$1.71M
Net Calls
+$246K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$207M -$14.7M -290,300 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M -$1.67M -33,102 -0.9%
BFA
3
BlackRock Fund Advisors
California
$129M -$794K -15,688 -0.6%
State Street
4
State Street
Massachusetts
$97.4M -$3.4M -67,191 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$87M -$471K -9,310 -0.5%
FMI
6
Fiduciary Management Inc
Wisconsin
$81.3M -$1.24M -24,460 -1%
BIT
7
BlackRock Institutional Trust
California
$80.7M -$4.74M -93,664 -5%
WHG
8
Westwood Holdings Group
Texas
$67M -$1.26M -24,860 -2%
CIP
9
Champlain Investment Partners
Vermont
$65M -$1.62M -32,000 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$57.5M +$36.2M +716,118 +146%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54M +$16.7M +330,663 +41%
Northern Trust
12
Northern Trust
Illinois
$52.5M -$812K -16,051 -1%
EAM
13
Eagle Asset Management
Florida
$52.4M +$16.5M +326,950 +42%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$45.8M +$3.12M +61,587 +7%
Goldman Sachs
15
Goldman Sachs
New York
$41.6M +$1.78M +35,254 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$39M -$2.43M -47,969 -6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$38.8M -$6.9M -136,322 -14%
SCM
18
Snyder Capital Management
California
$38.8M -$3.44M -68,000 -8%
Artisan Partners
19
Artisan Partners
Wisconsin
$35.9M -$5.36M -105,976 -12%
KCM
20
Kennedy Capital Management
Missouri
$35.7M +$573K +11,327 +2%
EIP
21
Epoch Investment Partners
New York
$34.4M -$2.19M -43,330 -6%
LCP
22
Lombardia Capital Partners
California
$32.3M -$16.3M -322,783 -32%
HIM
23
Hermes Investment Management
United Kingdom
$30.5M +$736K +14,556 +2%
NIMC
24
NWQ Investment Management Company
California
$29.8M +$1.79M +35,385 +6%
ACH
25
ArrowMark Colorado Holdings
Colorado
$28.7M +$1.45M +28,593 +5%

WWD Hedge Fund Activity: Q3 2014 in Review

227 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q3 2014, worth a combined $2.29B — down 5.7% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WWD positions and 7 closed out — a net gain of 18 holders — while 66 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Norges Bank, cutting an estimated $32.6M.

  • 227 institutional investors held Woodward (WWD) as of Q3 2014, up from 212 in Q2 2014.
  • Funds reported $2.29B of Woodward stock for Q3 2014, down 5.7% quarter-over-quarter.
  • 25 funds opened new Woodward positions in Q3 2014 and 7 closed out, a net change of +18 holders.
  • The largest Woodward buyer in Q3 2014 was Fidelity Investments, an estimated $36.2M added.
  • The largest Woodward seller in Q3 2014 was Norges Bank, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2014.