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Woodward

330 hedge funds and large institutions have $4.76B invested in Woodward in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

6% more funds holding

Funds holding: 312330 (+18)

4% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 102

3% more capital invested

Capital invested by funds: $4.63B → $4.76B (+$132M)

0.47% more ownership

Funds ownership: 81.4%81.87% (+0.47%)

92% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $19.5M

Holders
330
Holders Change
+18
Holders Change %
+5.77%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
106
Reduced
102
Closed
30
Calls
$1.47M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$688M +$496K +4,936 +0.1%
BlackRock
2
BlackRock
New York
$585M +$5.66M +56,241 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$551M +$8.5M +84,470 +2%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$404M +$21.5M +213,529 +5%
State Street
5
State Street
Massachusetts
$222M +$4.47M +44,428 +2%
CB
6
Cooke & Bieler
Pennsylvania
$166M -$5.09M -50,585 -3%
EARNEST Partners
7
EARNEST Partners
Georgia
$101M +$3.38M +33,594 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$96.1M +$2.88M +28,633 +3%
Brown Advisory
9
Brown Advisory
Maryland
$89.6M +$3.4M +33,828 +4%
Morgan Stanley
10
Morgan Stanley
New York
$89.1M -$140M -1,393,755 -60%
JP Morgan Chase
11
JP Morgan Chase
New York
$86.5M -$12.9M -128,245 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$85.9M -$10.6M -105,018 -11%
SCM
13
Snyder Capital Management
California
$76.8M -$509K -5,065 -0.6%
Bank of America
14
Bank of America
North Carolina
$76.4M +$555K +5,521 +0.7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$69.2M +$1.35M +13,431 +2%
Northern Trust
16
Northern Trust
Illinois
$64.3M -$364K -3,622 -0.5%
BBHC
17
Brown Brothers Harriman & Co
New York
$63.6M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$56.5M -$817K -8,127 -1%
KCM
19
Kensico Capital Management
Connecticut
$52.1M +$53.8M +535,000 New
Charles Schwab
20
Charles Schwab
California
$48.5M +$1.26M +12,503 +3%
Goldman Sachs
21
Goldman Sachs
New York
$48.2M -$10.7M -106,641 -18%
Federated Hermes
22
Federated Hermes
Pennsylvania
$47.5M -$2.08M -20,666 -4%
PRO
23
Pensioenfonds Rail & OV
Netherlands
$40.9M
EAM
24
Eagle Asset Management
Florida
$38.6M -$6.78M -67,408 -15%
Citadel Advisors
25
Citadel Advisors
Florida
$35.7M +$36.4M +362,056 +8,260%

WWD Hedge Fund Activity: Q1 2023 in Review

330 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2023, worth a combined $4.76B — up 2.9% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WWD positions and 30 closed out — a net gain of 20 holders — while 106 added to existing stakes and 102 trimmed.

The largest buyer was Kensico Capital Management, opening a new position worth an estimated $53.8M. The largest seller was Morgan Stanley, cutting an estimated $140M.

  • 330 institutional investors held Woodward (WWD) as of Q1 2023, up from 312 in Q4 2022.
  • Funds reported $4.76B of Woodward stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 50 funds opened new Woodward positions in Q1 2023 and 30 closed out, a net change of +20 holders.
  • The largest Woodward buyer in Q1 2023 was Kensico Capital Management, an estimated $53.8M added.
  • The largest Woodward seller in Q1 2023 was Morgan Stanley, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2023.