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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
SWA
251
Sutton Wealth Advisors
Florida
$33.6K
APWM
252
Atlas Private Wealth Management
New York
$30K +$28.6K +152 New
HIA
253
Harbor Investment Advisory
Maryland
$29K +$28.3K +150 New
BCA
254
Berman Capital Advisors
Georgia
$28K
AssetMark Inc
255
AssetMark Inc
California
$25K -$6.22K -33 -21%
PHK
256
Point72 Hong Kong
Hong Kong
$22K +$21.1K +112 New
IA
257
IFP Advisors
Florida
$21K
GDP
258
Great Diamond Partners
Maine
$21K +$20.5K +109 New
FHA
259
First Horizon Advisors
Tennessee
$20K -$4.9K -26 -20%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$20K -$3.77K -20 -16%
TCOV
261
Trust Company of Vermont
Vermont
$19K
MAWCM
262
Mine & Arao Wealth Creation & Management
California
$19K +$18.8K +100 New
TIM
263
Tortoise Investment Management
New York
$17K
ONST
264
Old North State Trust
North Carolina
$14K -$5.28K -28 -28%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$12K -$332K -1,761 -97%
WEC
266
Winslow Evans & Crocker
Massachusetts
$12K
HGWM
267
Harvest Group Wealth Management
Massachusetts
$11K
VCM
268
Versant Capital Management
Arizona
$10K
VAIA
269
Virtus Alternative Investment Advisers
Connecticut
$10K +$9.42K +50 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$8K +$1.7K +9 +27%
IFAM
271
Institutional & Family Asset Management
Colorado
$7K
SA
272
SRH Advisors
Kansas
$7K
EWM
273
EPG Wealth Management
Georgia
$6K +$5.65K +30 New
SFS
274
Sowell Financial Services
Arkansas
$5K
S
275
SignatureFD
Georgia
$4K

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.