WD-40
WDFC
215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
1% more funds holding
Funds holding: 212 → 215 (+3)
3% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 67
0% more capital invested
Capital invested by funds: $1.26B → $1.26B (+$633K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.04% less ownership
Funds ownership: 82.25% → 81.21% (-1%)
14% less call options, than puts
Call options by funds: $2.63M | Put options by funds: $3.05M
Top Buyers
Top Sellers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$58.4M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$8.58M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.91M |
| 4 |
JP Morgan Chase
New York
|
-$3.14M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIG
226
Kessler Investment Group
Columbus,
Indiana
| – | -$87K | -796 | Closed |
|
227
Parallax Volatility Advisers
San Francisco,
California
| – | -$52K | -477 | Closed |
|
228
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$33K | -300 | Closed |
|
|
WA
229
WFG Advisors
Dallas,
Texas
| – | -$33K | -300 | Closed |
|
|
SSB
230
Sandy Spring Bank
Olney,
Maryland
| – | -$12K | -106 | Closed |
|
|
MAM
231
Meeder Asset Management
Dublin,
Ohio
| – | -$11K | -99 | Closed |
|
WDFC Hedge Fund Activity: Q2 2017 in Review
215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2017, worth a combined $1.26B — up 0.05% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WDFC positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $13.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $58.4M sold.
- 215 institutional investors held WD-40 (WDFC) as of Q2 2017, up from 212 in Q1 2017.
- Funds reported $1.26B of WD-40 stock for Q2 2017, up 0.05% quarter-over-quarter.
- 21 funds opened new WD-40 positions in Q2 2017 and 18 closed out, a net change of +3 holders.
- The largest WD-40 buyer in Q2 2017 was Neuberger Berman Group, an estimated $13.6M added.
- The largest WD-40 seller in Q2 2017 was William Blair Investment Management, an estimated $58.4M sold.
Based on aggregated 13F filings for Q2 2017.