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Woodward

223 hedge funds and large institutions have $2.67B invested in Woodward in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $2.39B → $2.67B (+$283M)

4% more funds holding

Funds holding: 215223 (+8)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

87% less call options, than puts

Call options by funds: $3.36M | Put options by funds: $24.9M

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
6.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
79
Reduced
72
Closed
21
Calls
$3.36M
Puts
$24.9M
Net Calls
-$21.5M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M +$5.9M +114,945 +3%
BFA
2
BlackRock Fund Advisors
California
$161M -$2.47M -48,107 -2%
RA
3
Royce & Associates
New York
$159M -$39.5M -769,200 -21%
FMI
4
Fiduciary Management Inc
Wisconsin
$130M +$23.7M +462,258 +24%
State Street
5
State Street
Massachusetts
$106M -$5.12M -99,878 -5%
WHG
6
Westwood Holdings Group
Texas
$96.7M +$107K +2,094 +0.1%
BIT
7
BlackRock Institutional Trust
California
$89.4M -$5.55M -108,106 -6%
CIP
8
Champlain Investment Partners
Vermont
$86.2M -$1.53M -29,775 -2%
Norges Bank
9
Norges Bank
Norway
$82.9M +$3.2M +62,332 +4%
VVP
10
Vulcan Value Partners
Alabama
$62.9M +$386K +7,517 +0.7%
EAM
11
Eagle Asset Management
Florida
$62.6M +$1.32M +25,692 +2%
Northern Trust
12
Northern Trust
Illinois
$58.7M -$550K -10,715 -1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$55M -$3.16M -61,570 -6%
LCP
14
Lombardia Capital Partners
California
$54.4M +$4.91M +95,813 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$54M -$6.7M -130,647 -12%
SCM
16
Snyder Capital Management
California
$48.3M +$2.67M +52,024 +6%
ACH
17
ArrowMark Colorado Holdings
Colorado
$46.5M +$5.45M +106,177 +14%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$43.1M +$5.66M +110,298 +16%
EIP
19
Epoch Investment Partners
New York
$42.5M +$1.65M +32,237 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$42.3M +$46.2K +900 +0.1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$41.4M +$1.07M +20,895 +3%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$41.2M -$1.19M -23,160 -3%
TCM
23
TimesSquare Capital Management
New York
$38.8M +$36.2M +705,200 New
Goldman Sachs
24
Goldman Sachs
New York
$34.9M -$9.57M -186,577 -23%
KCM
25
Kennedy Capital Management
Missouri
$31.6M +$1.3M +25,308 +5%

WWD Hedge Fund Activity: Q2 2015 in Review

223 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2015, worth a combined $2.67B — up 12% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WWD positions and 21 closed out — a net gain of 8 holders — while 79 added to existing stakes and 72 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $36.2M. The largest seller was Royce & Associates, cutting an estimated $39.5M.

  • 223 institutional investors held Woodward (WWD) as of Q2 2015, up from 215 in Q1 2015.
  • Funds reported $2.67B of Woodward stock for Q2 2015, up 12% quarter-over-quarter.
  • 29 funds opened new Woodward positions in Q2 2015 and 21 closed out, a net change of +8 holders.
  • The largest Woodward buyer in Q2 2015 was TimesSquare Capital Management, an estimated $36.2M added.
  • The largest Woodward seller in Q2 2015 was Royce & Associates, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2015.