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Woodward

340 hedge funds and large institutions have $6.1B invested in Woodward in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $6.44M

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

2% more capital invested

Capital invested by funds: $5.96B → $6.1B (+$139M)

1% more funds holding

Funds holding: 337340 (+3)

0.25% more ownership

Funds ownership: 80.58%80.83% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

23% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 125

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
96
Reduced
125
Closed
34
Calls
$19.2M
Puts
$6.44M
Net Calls
+$12.8M
Net Calls Change
+$8.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$864M +$749K +6,085 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$666M +$9.97M +81,001 +2%
BlackRock
3
BlackRock
New York
$586M -$27.1M -220,530 -4%
DVI
4
Deccan Value Investors
Connecticut
$253M -$197K -1,600 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$249M +$4.71M +38,243 +2%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$214M +$4.05M +32,918 +2%
CB
7
Cooke & Bieler
Pennsylvania
$212M +$36.9M +299,683 +21%
JP Morgan Chase
8
JP Morgan Chase
New York
$180M -$12.7M -103,209 -7%
ACM
9
Atlanta Capital Management
Georgia
$175M -$831K -6,753 -0.5%
State Street
10
State Street
Massachusetts
$175M +$15.5M +126,192 +10%
Bank of America
11
Bank of America
North Carolina
$106M +$11.3M +91,446 +12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$99M +$2.05M +16,665 +2%
SCM
13
Snyder Capital Management
California
$97.1M -$8.33M -67,649 -8%
CVA
14
Ceredex Value Advisors
Florida
$90.4M +$35.2M +286,075 +64%
Northern Trust
15
Northern Trust
Illinois
$83.7M +$3.97M +32,210 +5%
EAM
16
Eagle Asset Management
Florida
$83.3M -$2.26M -18,398 -3%
Federated Hermes
17
Federated Hermes
Pennsylvania
$79.1M +$6.09M +49,473 +8%
EARNEST Partners
18
EARNEST Partners
Georgia
$73.7M +$2.85M +23,123 +4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$73.6M -$3.46M -28,095 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$70.8M +$2.6M +21,129 +4%
Norges Bank
21
Norges Bank
Norway
$65.6M -$4.31M -35,005 -6%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$62.2M -$48.1K -391 -0.1%
ACA
23
Anchor Capital Advisors
Massachusetts
$59.2M +$828K +6,723 +1%
Brown Advisory
24
Brown Advisory
Maryland
$55.2M -$1.04M -8,443 -2%
Invesco
25
Invesco
Georgia
$54.5M -$5.85M -47,502 -10%

WWD Hedge Fund Activity: Q2 2021 in Review

340 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q2 2021, worth a combined $6.1B — up 2.3% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WWD positions and 34 closed out — a net gain of 5 holders — while 96 added to existing stakes and 125 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $36.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $75.5M sold.

  • 340 institutional investors held Woodward (WWD) as of Q2 2021, up from 337 in Q1 2021.
  • Funds reported $6.1B of Woodward stock for Q2 2021, up 2.3% quarter-over-quarter.
  • 39 funds opened new Woodward positions in Q2 2021 and 34 closed out, a net change of +5 holders.
  • The largest Woodward buyer in Q2 2021 was Cooke & Bieler, an estimated $36.9M added.
  • The largest Woodward seller in Q2 2021 was Wellington Management Group, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2021.