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Woodward

270 hedge funds and large institutions have $2.99B invested in Woodward in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 71.08%72.17% (+1.1%)

1% more capital invested

Capital invested by funds: $2.97B → $2.99B (+$22.2M)

4% less funds holding

Funds holding: 280270 (-10)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 103

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

54% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.91M

Holders
270
Holders Change
-10
Holders Change %
-3.57%
% of All Funds
6.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
28
Increased
89
Reduced
103
Closed
36
Calls
$1.35M
Puts
$2.91M
Net Calls
-$1.56M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$370M -$9.41M -137,997 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M -$5.46M -80,040 -2%
State Street
3
State Street
Massachusetts
$119M +$1.41M +20,651 +1%
RA
4
Royce & Associates
New York
$109M -$1.34M -19,641 -1%
FMI
5
Fiduciary Management Inc
Wisconsin
$94.8M
Northern Trust
6
Northern Trust
Illinois
$73.9M +$920K +13,494 +1%
CIP
7
Champlain Investment Partners
Vermont
$70.8M +$25.8M +378,777 +57%
WRF
8
Waddell & Reed Financial
Kansas
$67.7M +$11.1M +162,703 +19%
EAM
9
Eagle Asset Management
Florida
$67.4M +$3.41M +50,059 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$62.1M -$499K -7,311 -0.8%
SCM
11
Snyder Capital Management
California
$57M +$454K +6,661 +0.8%
AQR Capital Management
12
AQR Capital Management
Connecticut
$56M +$12.5M +183,663 +28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$52.9M -$6.98M -102,402 -12%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$52.6M +$8.13M +119,164 +18%
EIP
15
Epoch Investment Partners
New York
$51.9M +$681K +9,985 +1%
Brown Advisory
16
Brown Advisory
Maryland
$50.2M +$1.42M +20,790 +3%
BCIM
17
Black Creek Investment Management
Ontario, Canada
$49.4M +$28M +409,940 +127%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$46.4M -$4.21M -61,712 -8%
VVP
19
Vulcan Value Partners
Alabama
$43.4M +$16.1M +235,397 +58%
Goldman Sachs
20
Goldman Sachs
New York
$42.1M +$4.59M +67,237 +12%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$37.8M +$4.05M +59,337 +12%
Norges Bank
22
Norges Bank
Norway
$35.9M -$2.87M -42,038 -7%
ACH
23
ArrowMark Colorado Holdings
Colorado
$35.6M +$923K +13,535 +3%
Victory Capital Management
24
Victory Capital Management
Texas
$35.5M -$41.5K -609 -0.1%
AAM
25
Ardevora Asset Management
United Kingdom
$34.3M +$34.7M +508,200 New

WWD Hedge Fund Activity: Q2 2017 in Review

270 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2017, worth a combined $2.99B — up 0.75% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WWD and 28 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 89 added.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $34.7M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $58M sold.

  • 270 institutional investors held Woodward (WWD) as of Q2 2017, down from 280 in Q1 2017.
  • Funds reported $2.99B of Woodward stock for Q2 2017, up 0.75% quarter-over-quarter.
  • 28 funds opened new Woodward positions in Q2 2017 and 36 closed out, a net change of -8 holders.
  • The largest Woodward buyer in Q2 2017 was Ardevora Asset Management, an estimated $34.7M added.
  • The largest Woodward seller in Q2 2017 was Frontier Capital Management, an estimated $58M sold.

Based on aggregated 13F filings for Q2 2017.