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Woodward

206 hedge funds and large institutions have $2.35B invested in Woodward in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.19M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $1.97B → $2.35B (+$380M)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 210206 (-4)

27% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 85

Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
20
Increased
62
Reduced
85
Closed
21
Calls
$2.18M
Puts
$1.19M
Net Calls
+$983K
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$196M +$2.59M +54,971 +1%
BFA
2
BlackRock Fund Advisors
California
$149M +$4.34M +92,080 +3%
FMI
3
Fiduciary Management Inc
Wisconsin
$127M -$3.16M -66,922 -3%
RA
4
Royce & Associates
New York
$109M -$27.3M -579,000 -21%
State Street
5
State Street
Massachusetts
$94.3M +$726K +15,384 +0.8%
BIT
6
BlackRock Institutional Trust
California
$83.7M +$1.93M +40,917 +2%
VVP
7
Vulcan Value Partners
Alabama
$83.3M -$3.83M -81,165 -5%
WHG
8
Westwood Holdings Group
Texas
$74.6M -$5.48M -116,184 -7%
CIP
9
Champlain Investment Partners
Vermont
$73.3M -$5.93M -125,677 -8%
WRF
10
Waddell & Reed Financial
Kansas
$71.8M +$3.78M +80,086 +6%
EIP
11
Epoch Investment Partners
New York
$57.7M +$11.9M +252,477 +28%
TCM
12
TimesSquare Capital Management
New York
$56.6M +$196K +4,150 +0.4%
Northern Trust
13
Northern Trust
Illinois
$52.9M +$123K +2,608 +0.2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$51.1M +$4.41M +93,455 +10%
LCP
15
Lombardia Capital Partners
California
$46.3M -$2.5M -53,033 -5%
SCM
16
Snyder Capital Management
California
$43.5M -$4.49M -95,260 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39.9M -$1.67M -35,465 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$38.1M +$236K +5,000 +0.7%
Victory Capital Management
19
Victory Capital Management
Texas
$35.3M +$7.41M +157,053 +28%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$34.5M +$82.5K +1,749 +0.3%
ACH
21
ArrowMark Colorado Holdings
Colorado
$34.4M +$1.49M +31,599 +5%
EAM
22
Eagle Asset Management
Florida
$33.9M -$10.4M -220,042 -24%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$33.7M -$1.89M -40,047 -6%
Norges Bank
24
Norges Bank
Norway
$33.2M -$9.87M -209,237 -24%
KCM
25
Kennedy Capital Management
Missouri
$30.8M -$152K -3,228 -0.5%

WWD Hedge Fund Activity: Q4 2015 in Review

206 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q4 2015, worth a combined $2.35B — up 19% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of WWD and 20 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 62 added.

The largest buyer was Citadel Advisors, adding an estimated $15M. The largest seller was Royce & Associates, cutting an estimated $27.3M.

  • 206 institutional investors held Woodward (WWD) as of Q4 2015, down from 210 in Q3 2015.
  • Funds reported $2.35B of Woodward stock for Q4 2015, up 19% quarter-over-quarter.
  • 20 funds opened new Woodward positions in Q4 2015 and 21 closed out, a net change of -1 holder.
  • The largest Woodward buyer in Q4 2015 was Citadel Advisors, an estimated $15M added.
  • The largest Woodward seller in Q4 2015 was Royce & Associates, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2015.