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Woodward

429 hedge funds and large institutions have $8B invested in Woodward in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.16M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $6.84B → $8B (+$1.16B)

3% more funds holding

Funds holding: 416429 (+13)

2.64% more ownership

Funds ownership: 83.63%86.27% (+2.6%)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

Holders
429
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
53
Increased
143
Reduced
147
Closed
37
Calls
$10.8M
Puts
$2.16M
Net Calls
+$8.66M
Net Calls Change
+$7.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$933M -$5.92M -42,020 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$899M +$10.9M +77,654 +1%
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$591M -$12.9M -91,303 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$559M -$98.2M -697,682 -16%
Newport Trust Company
5
Newport Trust Company
District of Columbia
$367M +$335M +2,382,383 New
State Street
6
State Street
Massachusetts
$357M +$5.43M +38,569 +2%
CB
7
Cooke & Bieler
Pennsylvania
$245M +$9.34M +66,327 +4%
EARNEST Partners
8
EARNEST Partners
Georgia
$207M +$20.8M +147,856 +12%
Morgan Stanley
9
Morgan Stanley
New York
$191M -$196M -1,395,085 -53%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$178M +$24.3M +172,703 +18%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$154M -$4.83M -34,279 -3%
DFO
12
Duquesne Family Office
New York
$147M +$77.4M +549,595 +136%
Bank of America
13
Bank of America
North Carolina
$138M +$11.7M +83,213 +10%
Norges Bank
14
Norges Bank
Norway
$113M +$15.9M +112,841 +18%
SCM
15
Snyder Capital Management
California
$106M +$2.4M +17,078 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$105M -$2.07M -14,728 -2%
Brown Advisory
17
Brown Advisory
Maryland
$101M -$786K -5,585 -0.8%
BBHC
18
Brown Brothers Harriman & Co
New York
$89.8M -$78.3K -556 -0.1%
Northern Trust
19
Northern Trust
Illinois
$86.7M -$8.17M -58,023 -9%
SEI Investments
20
SEI Investments
Pennsylvania
$86.3M +$4.97M +35,281 +7%
JP Morgan Chase
21
JP Morgan Chase
New York
$82M -$4.14M -29,400 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$81M -$3.75M -26,598 -5%
Millennium Management
23
Millennium Management
New York
$78.5M +$17.7M +125,848 +33%
Charles Schwab
24
Charles Schwab
California
$77.1M -$57.6K -409 -0.1%
Invesco
25
Invesco
Georgia
$74.3M +$10M +71,212 +17%

WWD Hedge Fund Activity: Q1 2024 in Review

429 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Woodward (WWD) for Q1 2024, worth a combined $8B — up 17% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WWD positions and 37 closed out — a net gain of 16 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $196M.

  • 429 institutional investors held Woodward (WWD) as of Q1 2024, up from 416 in Q4 2023.
  • Funds reported $8B of Woodward stock for Q1 2024, up 17% quarter-over-quarter.
  • 53 funds opened new Woodward positions in Q1 2024 and 37 closed out, a net change of +16 holders.
  • The largest Woodward buyer in Q1 2024 was Newport Trust Company, an estimated $335M added.
  • The largest Woodward seller in Q1 2024 was Morgan Stanley, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2024.