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220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

80.74% more ownership

Funds ownership: 0%80.74% (+81%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

2% more funds holding

Funds holding: 215220 (+5)

2% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
226
Capstone Investment Advisors
New York
-$598K -5,320 Closed
AP
227
AHL Partners
United Kingdom
-$509K -4,528 Closed
DA
228
Denali Advisors
California
-$450K -4,000 Closed
QC
229
Quadrature Capital
United Kingdom
-$386K -3,429 Closed
MF
230
Magnetar Financial
Illinois
-$324K -2,886 Closed
Citadel Advisors
231
Citadel Advisors
Florida
-$240K -2,138 Closed
SCM
232
Stevens Capital Management
Pennsylvania
-$238K -2,114 Closed
Walleye Trading
233
Walleye Trading
New York
-$237K -2,110 Closed
OC
234
Oarsman Capital
Wisconsin
-$214K -1,900 Closed
1GA
235
1st Global Advisors
Texas
-$209K -1,857 Closed
PAM
236
Princeton Alpha Management
New Jersey
-$207K -1,838 Closed
EMG
237
Ellington Management Group
Connecticut
-$202K -1,800 Closed
Verition Fund Management
238
Verition Fund Management
Connecticut
-$202K -1,800 Closed
PG
239
PEAK6 Group
Illinois
-$168K -1,528 Closed
S
240
SignatureFD
Georgia
-$47K -421 Closed
NIT
241
NumerixS Investment Technologies
British Columbia, Canada
-$45K -400 Closed
MWP
242
MYCIO Wealth Partners
Pennsylvania
-$11K -100 Closed
SAM
243
Solaris Asset Management
New York
-$5K -45 Closed
LAM
244
Lebenthal Asset Management
New York
-$4K -32 Closed
QCG
245
Quadrant Capital Group
Ohio
-$769 -7 -64%

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.

  • 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
  • Funds reported $1.34B of WD-40 stock for Q4 2016, up 8.3% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2016.