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Woodward

332 hedge funds and large institutions have $3.21B invested in Woodward in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 112 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $2.86M

7.36% more ownership

Funds ownership: 76.99%84.34% (+7.4%)

9% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 112

7% less funds holding

Funds holding: 358332 (-26)

30% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 73

43% less capital invested

Capital invested by funds: $5.65B → $3.21B (-$2.45B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
332
Holders Change
-26
Holders Change %
-7.26%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
51
Increased
122
Reduced
112
Closed
73
Calls
$8.8M
Puts
$2.86M
Net Calls
+$5.94M
Net Calls Change
+$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$400M +$574M +5,544,823 +467%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$12.6M +121,717 +2%
BlackRock
3
BlackRock
New York
$298M -$25.6M -247,333 -5%
EAM
4
Eagle Asset Management
Florida
$193M +$102M +989,782 +88%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$90.4M +$158M +1,521,188 New
CB
6
Cooke & Bieler
Pennsylvania
$87.2M +$49.4M +476,680 +48%
State Street
7
State Street
Massachusetts
$79.2M +$3.62M +34,929 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$69.3M -$15.4M -148,982 -11%
BBHC
9
Brown Brothers Harriman & Co
New York
$68.8M +$38.8M +374,400 +48%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$54.1M -$35.4M -341,895 -27%
FMI
11
Fiduciary Management Inc
Wisconsin
$51.8M -$1.55M -14,982 -2%
SCM
12
Snyder Capital Management
California
$47.6M -$4M -38,660 -5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$47.3M +$2.71M +26,140 +3%
Bank of America
14
Bank of America
North Carolina
$43.5M +$5.93M +57,316 +8%
ACH
15
ArrowMark Colorado Holdings
Colorado
$40.4M -$29.7K -287 -0%
Brown Advisory
16
Brown Advisory
Maryland
$40.3M +$466K +4,500 +0.7%
Norges Bank
17
Norges Bank
Norway
$40.1M -$4.97M -47,988 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$39.6M +$504K +4,868 +0.7%
Northern Trust
19
Northern Trust
Illinois
$36.9M +$1.63M +15,734 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$36.6M +$2.09M +20,169 +3%
CTA
21
Carillon Tower Advisers
Florida
$36.2M -$11.1M -107,618 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$34.7M -$49.3K -476 -0.1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$34.2M +$17.5M +168,737 +41%
EVM
24
Eaton Vance Management
Massachusetts
$33.4M +$32.7M +315,513 +128%
ACA
25
Anchor Capital Advisors
Massachusetts
$30.1M -$29M -280,186 -36%

WWD Hedge Fund Activity: Q1 2020 in Review

332 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2020, worth a combined $3.21B — down 43% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of WWD and 51 opened new positions — a net loss of 22 holders — while 112 trimmed existing stakes and 122 added.

The largest buyer was Capital Research Global Investors, adding an estimated $574M. The largest seller was Victory Capital Management, cutting an estimated $98M.

  • 332 institutional investors held Woodward (WWD) as of Q1 2020, down from 358 in Q4 2019.
  • Funds reported $3.21B of Woodward stock for Q1 2020, down 43% quarter-over-quarter.
  • 51 funds opened new Woodward positions in Q1 2020 and 73 closed out, a net change of -22 holders.
  • The largest Woodward buyer in Q1 2020 was Capital Research Global Investors, an estimated $574M added.
  • The largest Woodward seller in Q1 2020 was Victory Capital Management, an estimated $98M sold.

Based on aggregated 13F filings for Q1 2020.