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Woodward

280 hedge funds and large institutions have $2.97B invested in Woodward in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $707K

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

0.41% more ownership

Funds ownership: 70.67%71.08% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 282280 (-2)

2% less capital invested

Capital invested by funds: $3.01B → $2.97B (-$46.3M)

2% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 104

Holders
280
Holders Change
-2
Holders Change %
-0.71%
% of All Funds
6.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
102
Reduced
104
Closed
24
Calls
$1.03M
Puts
$707K
Net Calls
+$319K
Net Calls Change
+$625K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$381M +$387M +5,586,953 +20,844%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$21M +303,863 +7%
State Street
3
State Street
Massachusetts
$119M +$5.01M +72,443 +4%
RA
4
Royce & Associates
New York
$111M -$8.38M -121,100 -7%
FMI
5
Fiduciary Management Inc
Wisconsin
$95.2M -$1.08M -15,610 -1%
Northern Trust
6
Northern Trust
Illinois
$73.4M +$605K +8,741 +0.8%
EAM
7
Eagle Asset Management
Florida
$64.3M -$914K -13,211 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$62.9M +$704K +10,180 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$60.1M +$7.54M +108,955 +14%
FCM
10
Frontier Capital Management
Massachusetts
$58M -$2.52M -36,408 -4%
WRF
11
Waddell & Reed Financial
Kansas
$57M -$19.1M -275,465 -25%
SCM
12
Snyder Capital Management
California
$56.8M +$4.41M +63,709 +8%
EIP
13
Epoch Investment Partners
New York
$51.5M -$403K -5,825 -0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$50.9M -$6.22M -89,884 -11%
Brown Advisory
15
Brown Advisory
Maryland
$49M +$4.32M +62,442 +9%
CIP
16
Champlain Investment Partners
Vermont
$45.4M -$79.6K -1,150 -0.2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$44.7M +$3.4M +49,195 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$43.8M +$16.8M +243,036 +61%
Norges Bank
19
Norges Bank
Norway
$39M +$3.26M +47,103 +9%
Goldman Sachs
20
Goldman Sachs
New York
$37.8M -$12.7M -183,475 -25%
Bank of America
21
Bank of America
North Carolina
$36M +$7.08M +102,275 +24%
Victory Capital Management
22
Victory Capital Management
Texas
$35.8M +$332K +4,799 +0.9%
KCM
23
Kennedy Capital Management
Missouri
$35.7M -$2.15M -31,129 -6%
ACH
24
ArrowMark Colorado Holdings
Colorado
$34.9M +$1.69M +24,363 +5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$34M +$34.6M +499,960 New

WWD Hedge Fund Activity: Q1 2017 in Review

280 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2017, worth a combined $2.97B — down 1.5% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WWD positions and 24 closed out — a net gain of 4 holders — while 102 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $387M. The largest seller was Fidelity Investments, cutting an estimated $25.1M.

  • 280 institutional investors held Woodward (WWD) as of Q1 2017, down from 282 in Q4 2016.
  • Funds reported $2.97B of Woodward stock for Q1 2017, down 1.5% quarter-over-quarter.
  • 28 funds opened new Woodward positions in Q1 2017 and 24 closed out, a net change of +4 holders.
  • The largest Woodward buyer in Q1 2017 was BlackRock, an estimated $387M added.
  • The largest Woodward seller in Q1 2017 was Fidelity Investments, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2017.