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Woodward

374 hedge funds and large institutions have $6.01B invested in Woodward in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 120 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more funds holding

Funds holding: 348374 (+26)

5% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 120

5% more capital invested

Capital invested by funds: $5.75B → $6.01B (+$262M)

0.88% less ownership

Funds ownership: 80.93%80.04% (-0.88%)

32% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $28.4M

Holders
374
Holders Change
+26
Holders Change %
+7.47%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
126
Reduced
120
Closed
24
Calls
$19.2M
Puts
$28.4M
Net Calls
-$9.18M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$754M +$5.46M +43,784 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$711M +$7.47M +59,884 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$565M -$315M -2,519,960 -36%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$505M -$4.18M -33,517 -0.8%
State Street
5
State Street
Massachusetts
$268M -$7.01M -56,174 -3%
CB
6
Cooke & Bieler
Pennsylvania
$209M -$2.72M -21,808 -1%
EARNEST Partners
7
EARNEST Partners
Georgia
$132M +$7.85M +62,897 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$124M +$7.64M +61,216 +7%
Morgan Stanley
9
Morgan Stanley
New York
$123M +$8.86M +71,013 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$118M +$2.65M +21,247 +2%
Brown Advisory
11
Brown Advisory
Maryland
$117M -$1.64M -13,170 -1%
Bank of America
12
Bank of America
North Carolina
$100M +$4.96M +39,723 +5%
SCM
13
Snyder Capital Management
California
$97.7M -$1.8M -14,396 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$87.3M -$1.29M -10,348 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$86.1M -$17.9M -143,567 -17%
BBHC
16
Brown Brothers Harriman & Co
New York
$80.7M -$459K -3,674 -0.6%
Millennium Management
17
Millennium Management
New York
$79.5M +$45.2M +362,306 +131%
Northern Trust
18
Northern Trust
Illinois
$76.5M -$1.08M -8,670 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$70.5M -$1.37M -11,003 -2%
Norges Bank
20
Norges Bank
Norway
$63.1M +$29.7M +237,611 +88%
Charles Schwab
21
Charles Schwab
California
$61.7M +$223K +1,783 +0.4%
HRCM
22
Hawk Ridge Capital Management
California
$60.9M +$23.4M +187,300 +62%
Goldman Sachs
23
Goldman Sachs
New York
$53.1M +$5.59M +44,791 +12%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$53M +$49.9M +399,592 +1,482%
SEI Investments
25
SEI Investments
Pennsylvania
$47.4M +$5.11M +40,957 +12%

WWD Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q3 2023, worth a combined $6.01B — up 4.6% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WWD positions and 24 closed out — a net gain of 28 holders — while 126 added to existing stakes and 120 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $49.9M. The largest seller was Capital Research Global Investors, cutting an estimated $315M.

  • 374 institutional investors held Woodward (WWD) as of Q3 2023, up from 348 in Q2 2023.
  • Funds reported $6.01B of Woodward stock for Q3 2023, up 4.6% quarter-over-quarter.
  • 52 funds opened new Woodward positions in Q3 2023 and 24 closed out, a net change of +28 holders.
  • The largest Woodward buyer in Q3 2023 was T. Rowe Price Associates, an estimated $49.9M added.
  • The largest Woodward seller in Q3 2023 was Capital Research Global Investors, an estimated $315M sold.

Based on aggregated 13F filings for Q3 2023.