The cluster is one-sided selling by active asset managers, with no insider buying to offset the signal. Monitor upcoming earnings and guidance for potential fundamental deterioration that may have prompted these reductions.
Executive Summary
Institutional 13F filings for Woodward, Inc. (WWD) in Q3 2026 show a net selling bias: 4 institutions reduced positions totaling $68.7M in value, while only 2 small buyers added $1.0M. The largest reductions came from Assenagon Asset Management and Daiwa Securities Group, both executing near-exit moves. No insider buying corroborates the institutional activity, and the data is stale (quarter-end positions disclosed with a 45-day lag).
Key Financial Metrics
Institutional Positions
Net institutional flow: -$67.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assetmark | DOUBLED | +651.3% | $1.3M | $1.1M |
| Hb Wealth Management | ADD | +27.3% | $721.0K | -$64.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEAR_EXIT | -85% | $57.6M | -$50.9M |
| Daiwa Securities Group | NEAR_EXIT | -84.5% | $18.3M | -$16.1M |
| Exchange Traded Concepts | TRIM | -26.8% | $2.2M | -$938.0K |
| Pensiondanmark Pensionsforsikringsaktieselskab | TRIM | -32.4% | $1.5M | -$696.0K |
Key Facts
- 4 institutional sellers reduced holdings by a net $68.7M in Q3 2026
- 2 small buyers added a net $1.0M, dominated by a small asset manager doubling a tiny position
- Assenagon Asset Management cut 85% of its stake, selling $50.9M worth
- Daiwa Securities Group reduced by 84.5%, selling $16.1M worth
- No open-market insider buying in the 30-day window before the snapshot
- 13F data is as of quarter-end 2026-Q3, reported with a 45-day lag
Financial Impact
4 institutions sold a combined $68.7M in WWD shares, while 2 institutions bought $1.0M, resulting in a net institutional outflow of approximately $67.7M.
Risk Factors
- 13F data is stale (quarter-end positions reported 45 days later); positions may have been adjusted since
- The selling cluster is small (4 funds) and may not represent broad institutional sentiment
- No insider buying to corroborate the institutional signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WWD-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $314.92 $304.65 | ▲ +3.26% | ▲ +1.49% | No price |
Sep 21, 2026 5w ago | 8-K | $326.14 $326.23 | ▲ +0.03% | ▲ +0.75% | No price |
Sep 21, 2026 5w ago | Press Release | $326.14 $326.23 | ▲ +0.03% | ▲ +0.75% | No price |
Sep 16, 2026 6w ago | Press Release | $319.56 $321.74 | ▲ +0.68% | ▲ +0.80% | No price |
Aug 21, 2026 10w ago | 8-K | $343.26 $333.15 | ▼ −2.95% | ▼ −2.65% | No price |
Jul 29, 2026 13w ago | 8-K | $356.28 $358.55 | ▲ +0.64% | ▼ −0.02% | No price |
Jun 25, 2026 18w ago | 8-K | $431.62 $423.32 | ▼ −1.92% | ▼ −3.57% | No price |
Jun 11, 2026 20w ago | Institutional Cluster | $388.21 $386.85 | ▼ −0.35% | ▼ −0.89% | No price |
Jun 5, 2026 21w ago | 8-K | $359.79 $380.75 | ▲ +5.83% | ▲ +6.12% | No price |
May 28, 2026 22w ago | 8-K | $348.20 $339.87 | ▼ −2.39% | ▼ −2.65% | No price |
US Market Status
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