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Woodward

311 hedge funds and large institutions have $3.98B invested in Woodward in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more capital invested

Capital invested by funds: $3.21B → $3.98B (+$775M)

1.95% less ownership

Funds ownership: 84.34%82.39% (-2%)

6% less funds holding

Funds holding: 332311 (-21)

17% less call options, than puts

Call options by funds: $6.4M | Put options by funds: $7.74M

20% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 123

30% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 66

Holders
311
Holders Change
-21
Holders Change %
-6.33%
% of All Funds
6.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
46
Increased
99
Reduced
123
Closed
66
Calls
$6.4M
Puts
$7.74M
Net Calls
-$1.34M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$500M -$18.5M -283,518 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$413M -$4.75M -72,727 -1%
BlackRock
3
BlackRock
New York
$372M -$14.8M -225,811 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$133M +$36.1M +552,162 +47%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$127M +$7.23M +110,612 +7%
CB
6
Cooke & Bieler
Pennsylvania
$121M +$6.3M +96,377 +7%
BBHC
7
Brown Brothers Harriman & Co
New York
$115M +$21.5M +328,997 +28%
State Street
8
State Street
Massachusetts
$102M -$824K -12,619 -0.9%
DVI
9
Deccan Value Investors
Connecticut
$78.1M +$65.8M +1,006,822 New
SCM
10
Snyder Capital Management
California
$64.3M +$1.83M +27,999 +3%
EAM
11
Eagle Asset Management
Florida
$62.7M -$86.1M -1,318,262 -62%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$62.2M -$7.13M -109,072 -12%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$61.8M +$105K +1,610 +0.2%
Norges Bank
14
Norges Bank
Norway
$60.9M +$7.26M +111,054 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$57.2M +$4.68M +71,607 +11%
Bank of America
16
Bank of America
North Carolina
$56M -$652K -9,976 -1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$50.3M +$2.11M +32,297 +5%
FMI
18
Fiduciary Management Inc
Wisconsin
$50.1M -$14.7M -224,554 -26%
Northern Trust
19
Northern Trust
Illinois
$48.8M +$558K +8,534 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$48.6M +$3.28M +50,141 +9%
ACA
21
Anchor Capital Advisors
Massachusetts
$46.3M +$5.89M +90,087 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$45.6M +$302K +4,619 +0.8%
CTA
23
Carillon Tower Advisers
Florida
$43.6M -$7.1M -108,661 -16%
ACH
24
ArrowMark Colorado Holdings
Colorado
$41.5M -$9.38M -143,567 -21%
BCIM
25
Black Creek Investment Management
Ontario, Canada
$39.9M +$32.5M +498,048 +3,018%

WWD Hedge Fund Activity: Q2 2020 in Review

311 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2020, worth a combined $3.98B — up 24% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WWD and 46 opened new positions — a net loss of 20 holders — while 123 trimmed existing stakes and 99 added.

The largest buyer was Deccan Value Investors, opening a new position worth an estimated $65.8M. The largest seller was Eagle Asset Management, cutting an estimated $86.1M.

  • 311 institutional investors held Woodward (WWD) as of Q2 2020, down from 332 in Q1 2020.
  • Funds reported $3.98B of Woodward stock for Q2 2020, up 24% quarter-over-quarter.
  • 46 funds opened new Woodward positions in Q2 2020 and 66 closed out, a net change of -20 holders.
  • The largest Woodward buyer in Q2 2020 was Deccan Value Investors, an estimated $65.8M added.
  • The largest Woodward seller in Q2 2020 was Eagle Asset Management, an estimated $86.1M sold.

Based on aggregated 13F filings for Q2 2020.