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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
226
First Interstate Bank
Montana
$116K
AF
227
Advisornet Financial
Minnesota
$104K
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$97K
GI
229
Gradient Investments
Minnesota
$97K
NSIM
230
North Star Investment Management
Illinois
$97K
TRCT
231
Tower Research Capital (TRC)
New York
$92K +$16.6K +88 +23%
LIA
232
LS Investment Advisors
Michigan
$79K -$125K -665 -62%
GT
233
Glenmede Trust
Pennsylvania
$78K +$20.7K +110 +37%
QCG
234
Quadrant Capital Group
Ohio
$77K
RE
235
RBC Europe
United Kingdom
$74.7K
SPIA
236
Steward Partners Investment Advisory
New York
$72K +$18.8K +100 +36%
IUHSA
237
Itau Unibanco Holding S.A.
Brazil
$66K +$64.1K +340 New
HNB
238
Huntington National Bank
Ohio
$65K +$63.3K +336 +33,600%
AF
239
Allworth Financial
California
$61K +$188 +1 +0.3%
FHA
240
Flagship Harbor Advisors
Massachusetts
$61K +$377 +2 +0.6%
MA
241
MUFG Americas
New York
$58K
Ohio Public Employees Retirement System (OPERS)
242
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K -$1.13K -6 -2%
SF
243
Synovus Financial
Georgia
$56K
Macquarie Group
244
Macquarie Group
Australia
$56K +$53.9K +286 New
OAM
245
Oppenheimer Asset Management
New York
$41K -$8.86K -47 -18%
CAL
246
Capital Analysts LLC
Pennsylvania
$39K
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K
LC
248
Lindbrook Capital
California
$39K
CFFP
249
Center for Financial Planning
Michigan
$39K +$37.7K +200 New
DI
250
Disciplined Investments
Oklahoma
$39K +$38.3K +203 New

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.