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Woodward

337 hedge funds and large institutions have $5.96B invested in Woodward in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $17M | Put options by funds: $12.3M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 339337 (-2)

5% less capital invested

Capital invested by funds: $6.25B → $5.96B (-$296M)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.54% less ownership

Funds ownership: 82.12%80.58% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
337
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
45
Increased
108
Reduced
116
Closed
43
Calls
$17M
Puts
$12.3M
Net Calls
+$4.68M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$848M +$145K +1,213 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$644M +$16.6M +139,376 +3%
BlackRock
3
BlackRock
New York
$602M +$30.3M +253,935 +5%
DVI
4
Deccan Value Investors
Connecticut
$249M -$23.9M -200,924 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$240M +$24.5M +205,211 +12%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$207M -$4.3M -36,065 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$189M -$4.62M -38,805 -2%
ACM
8
Atlanta Capital Management
Georgia
$173M +$40.2M +337,316 +31%
CB
9
Cooke & Bieler
Pennsylvania
$172M +$4.22M +35,395 +3%
State Street
10
State Street
Massachusetts
$156M +$818K +6,864 +0.5%
SCM
11
Snyder Capital Management
California
$104M -$2.23M -18,734 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$95.2M +$3.39M +28,437 +4%
Bank of America
13
Bank of America
North Carolina
$92.7M +$8.01M +67,233 +10%
EAM
14
Eagle Asset Management
Florida
$85.7M +$5.37M +45,027 +7%
Northern Trust
15
Northern Trust
Illinois
$78.2M +$6.54M +54,897 +9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$75.7M -$1.6M -13,426 -2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$75.5M -$6.43K -54 -0%
Federated Hermes
18
Federated Hermes
Pennsylvania
$71.6M +$7.47M +62,668 +12%
EARNEST Partners
19
EARNEST Partners
Georgia
$69.6M +$6.79M +56,955 +11%
ACH
20
ArrowMark Colorado Holdings
Colorado
$69.4M -$227K -1,909 -0.3%
Norges Bank
21
Norges Bank
Norway
$68.7M -$14.4M -120,811 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$67M -$826K -6,936 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$61.1M -$27.5M -230,432 -31%
Invesco
24
Invesco
Georgia
$59.2M -$17M -142,775 -23%
ACA
25
Anchor Capital Advisors
Massachusetts
$57.3M -$5.19M -43,541 -8%

WWD Hedge Fund Activity: Q1 2021 in Review

337 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2021, worth a combined $5.96B — down 4.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WWD positions and 43 closed out — a net gain of 2 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $40.2M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $43.5M sold.

  • 337 institutional investors held Woodward (WWD) as of Q1 2021, down from 339 in Q4 2020.
  • Funds reported $5.96B of Woodward stock for Q1 2021, down 4.7% quarter-over-quarter.
  • 45 funds opened new Woodward positions in Q1 2021 and 43 closed out, a net change of +2 holders.
  • The largest Woodward buyer in Q1 2021 was Atlanta Capital Management, an estimated $40.2M added.
  • The largest Woodward seller in Q1 2021 was Sumitomo Mitsui Trust Group, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2021.