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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
TPCW
276
TD Private Client Wealth
New York
$3.69K +$3.58K +19 New
FBT
277
First Bank & Trust
South Dakota
$3K
HAM
278
Highstreet Asset Management
Ontario, Canada
$3K
TFO
279
Tarbox Family Office
California
$3K +$2.45K +13 New
Lazard Asset Management
280
Lazard Asset Management
New York
$2K
PFBT
281
Parkside Financial Bank & Trust
Missouri
$2K
GWS
282
Glassman Wealth Services
Virginia
$1K
AA
283
Argent Advisors
Louisiana
$1K +$1.13K +6 New
EW
284
Evoke Wealth
California
$388
BAM
285
Bell Asset Management
Australia
-$4.18M -22,770 Closed
JIM
286
Jupiter Investment Management
United Kingdom
-$2.45M -13,360 Closed
KBC Group
287
KBC Group
Belgium
-$1.68M -9,169 Closed
BIM
288
Bridges Investment Management
Nebraska
-$1.2M -6,530 Closed
OTPPB
289
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$696K -3,790 Closed
ACM
290
AlphaCrest Capital Management
New York
-$606K -3,300 Closed
OAM
291
Oxford Asset Management
United Kingdom
-$584K -3,180 Closed
LI
292
Leap Investments
Illinois
-$569K -3,100 Closed
EMG
293
Ellington Management Group
Connecticut
-$532K -2,900 Closed
WSC
294
Wellington Shields & Co
New York
-$519K -2,825 Closed
MUS
295
Mitsubishi UFJ Securities
Japan
-$385K -2,100 Closed
UB
296
UMB Bank
Missouri
-$367 -2,000 Closed
PI
297
PEAK6 Investments
Illinois
-$366K -1,944 Closed
Jane Street
298
Jane Street
New York
-$353K -1,926 Closed
BAM
299
Bruderman Asset Management
New York
-$339K -1,844 Closed
Point72 Asset Management
300
Point72 Asset Management
Connecticut
-$300K -1,637 Closed

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.