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Woodward

228 hedge funds and large institutions have $2.42B invested in Woodward in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more funds holding

Funds holding: 206228 (+22)

3% more capital invested

Capital invested by funds: $2.35B → $2.42B (+$69.9M)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

12% less call options, than puts

Call options by funds: $997K | Put options by funds: $1.13M

Holders
228
Holders Change
+22
Holders Change %
+10.68%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
32
Increased
72
Reduced
80
Closed
9
Calls
$997K
Puts
$1.13M
Net Calls
-$137K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$207M +$1.45M +30,378 +0.8%
BFA
2
BlackRock Fund Advisors
California
$148M -$7.34M -153,722 -5%
FMI
3
Fiduciary Management Inc
Wisconsin
$123M -$8.96M -187,610 -7%
State Street
4
State Street
Massachusetts
$98.7M -$57K -1,193 -0.1%
RA
5
Royce & Associates
New York
$94.7M -$18M -377,623 -17%
BIT
6
BlackRock Institutional Trust
California
$86.9M -$674K -14,107 -0.8%
WRF
7
Waddell & Reed Financial
Kansas
$82.3M +$6.54M +136,924 +9%
VVP
8
Vulcan Value Partners
Alabama
$80.8M -$5.85M -122,462 -7%
CIP
9
Champlain Investment Partners
Vermont
$62.7M -$12.9M -270,210 -18%
EIP
10
Epoch Investment Partners
New York
$62.2M +$1.55M +32,562 +3%
Northern Trust
11
Northern Trust
Illinois
$58.2M +$3.1M +64,888 +6%
TCM
12
TimesSquare Capital Management
New York
$57.7M -$1.4M -29,400 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$57.2M +$3.37M +70,554 +7%
ACH
14
ArrowMark Colorado Holdings
Colorado
$49.5M +$12.4M +258,955 +37%
LCP
15
Lombardia Capital Partners
California
$46.7M -$1.61M -33,680 -4%
Goldman Sachs
16
Goldman Sachs
New York
$43.1M +$11.9M +249,684 +43%
SCM
17
Snyder Capital Management
California
$42.5M -$2.83M -59,246 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$41.6M -$140K -2,934 -0.4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$39.3M -$606K -12,700 -2%
WHG
20
Westwood Holdings Group
Texas
$37.1M -$37.7M -789,416 -53%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.7M +$365K +7,636 +1%
HIM
22
Hermes Investment Management
United Kingdom
$35.2M +$4.4M +92,149 +16%
EAM
23
Eagle Asset Management
Florida
$34.6M -$834K -17,459 -3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$34.2M -$1.78M -37,313 -5%
Victory Capital Management
25
Victory Capital Management
Texas
$33.7M -$2.98M -62,507 -9%

WWD Hedge Fund Activity: Q1 2016 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2016, worth a combined $2.42B — up 3% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WWD positions and 9 closed out — a net gain of 23 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $13.3M. The largest seller was Westwood Holdings Group, cutting an estimated $37.7M.

  • 228 institutional investors held Woodward (WWD) as of Q1 2016, up from 206 in Q4 2015.
  • Funds reported $2.42B of Woodward stock for Q1 2016, up 3% quarter-over-quarter.
  • 32 funds opened new Woodward positions in Q1 2016 and 9 closed out, a net change of +23 holders.
  • The largest Woodward buyer in Q1 2016 was BNP Paribas Asset Management, an estimated $13.3M added.
  • The largest Woodward seller in Q1 2016 was Westwood Holdings Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2016.