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Woodward

288 hedge funds and large institutions have $3.46B invested in Woodward in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 109 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $394K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.45% more ownership

Funds ownership: 74.79%75.24% (+0.45%)

3% less funds holding

Funds holding: 297288 (-9)

7% less capital invested

Capital invested by funds: $3.73B → $3.46B (-$275M)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

25% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 109

Holders
288
Holders Change
-9
Holders Change %
-3.03%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
82
Reduced
109
Closed
38
Calls
$1.05M
Puts
$394K
Net Calls
+$653K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$462M +$8.09M +104,798 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M +$9.21M +119,383 +2%
State Street
3
State Street
Massachusetts
$131M -$11M -142,813 -8%
FMI
4
Fiduciary Management Inc
Wisconsin
$106M +$10.9M +141,331 +11%
EAM
5
Eagle Asset Management
Florida
$102M -$1.38M -17,825 -1%
BCIM
6
Black Creek Investment Management
Ontario, Canada
$95M -$749K -9,701 -0.8%
ACH
7
ArrowMark Colorado Holdings
Colorado
$90.8M +$12.3M +158,994 +15%
Northern Trust
8
Northern Trust
Illinois
$81M -$572K -7,413 -0.7%
CIP
9
Champlain Investment Partners
Vermont
$77.4M -$12.7M -164,735 -14%
RA
10
Royce & Associates
New York
$68.7M -$2.59M -33,619 -4%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$67.6M -$976K -12,644 -1%
Ameriprise
12
Ameriprise
Minnesota
$66.5M +$5.06M +65,521 +8%
SCM
13
Snyder Capital Management
California
$61.8M -$1.45M -18,835 -2%
CTA
14
Carillon Tower Advisers
Florida
$57.8M
BBHC
15
Brown Brothers Harriman & Co
New York
$54.2M +$55.5M +718,687 +6,739%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$52.5M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$51M -$3.15M -40,816 -6%
WRF
18
Waddell & Reed Financial
Kansas
$50.3M -$13.4M -174,235 -20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$50.2M +$4.11M +53,220 +9%
Bank of America
20
Bank of America
North Carolina
$48M +$3.11M +40,245 +7%
AQR Capital Management
21
AQR Capital Management
Connecticut
$47.2M -$5.21M -67,575 -10%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$47.1M +$2.06M +26,734 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$45.7M -$2.12M -27,461 -4%
Victory Capital Management
24
Victory Capital Management
Texas
$44.4M +$95.4K +1,236 +0.2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$43.9M +$4.3M +55,738 +10%

WWD Hedge Fund Activity: Q4 2018 in Review

288 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q4 2018, worth a combined $3.46B — down 7.4% from $3.73B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WWD and 32 opened new positions — a net loss of 6 holders — while 109 trimmed existing stakes and 82 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $55.5M. The largest seller was Brown Advisory, cutting an estimated $27.7M.

  • 288 institutional investors held Woodward (WWD) as of Q4 2018, down from 297 in Q3 2018.
  • Funds reported $3.46B of Woodward stock for Q4 2018, down 7.4% quarter-over-quarter.
  • 32 funds opened new Woodward positions in Q4 2018 and 38 closed out, a net change of -6 holders.
  • The largest Woodward buyer in Q4 2018 was Brown Brothers Harriman & Co, an estimated $55.5M added.
  • The largest Woodward seller in Q4 2018 was Brown Advisory, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2018.