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WD-40
WDFC

169 hedge funds and large institutions have $887M invested in WD-40 in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

70% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $673K

23% more capital invested

Capital invested by funds: $722M → $887M (+$165M)

4% more funds holding

Funds holding: 163 → 169 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 61

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
41
Reduced
61
Closed
12
Calls
$1.14M
Puts
$673K
Net Calls
+$468K
Net Calls Change
+$1.87M

Top Buyers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
+$6.83M
2
BFA
BlackRock Fund Advisors
California
+$5.52M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$2.46M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.2M
5
Invesco
Invesco
Georgia
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
VFA
Virtus Fund Advisers
Connecticut
-$15.1M
2
First Trust Advisors
First Trust Advisors
Illinois
-$5.61M
3
SAM
Shell Asset Management
Netherlands
-$2.87M
4
RP
Regal Partners
Australia
-$1.93M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.54M -$282K -3,710 -5%
SM
27
Stratton Management
Pennsylvania
$5.18M -$15.2K -200 -0.3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$4.83M -$45.6K -600 -1%
New York State Teachers Retirement System (NYSTRS)
29
New York State Teachers Retirement System (NYSTRS)
New York
$4.59M -$108K -1,417 -3%
AAM
30
Aberdeen Asset Management
United Kingdom
$4.58M +$53.2K +700 +1%
BIM
31
BlackRock Investment Management
Delaware
$4.11M -$40.5K -532 -1%
Charles Schwab
32
Charles Schwab
California
$4.02M +$18.5K +243 +0.5%
PPA
33
Parametric Portfolio Associates
Washington
$3.75M -$40.5K -532 -1%
GI
34
GAMCO Investors
Connecticut
$3.74M – – –
Invesco
35
Invesco
Georgia
$2.95M +$1.17M +15,335 +79%
Deutsche Bank
36
Deutsche Bank
Germany
$2.81M +$987K +12,979 +65%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$2.76M +$2.46M +32,401 New
VHMC
38
Value Holdings Management Company
New York
$2.67M – – –
Prudential Financial
39
Prudential Financial
New Jersey
$2.64M -$30.4K -400 -1%
AllianceBernstein
40
AllianceBernstein
Tennessee
$2.45M – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.44M -$39.9K -525 -2%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.36M +$8.97K +118 +0.4%
Goldman Sachs
43
Goldman Sachs
New York
$2.36M -$67.5K -887 -3%
CCP
44
Clarkston Capital Partners
Michigan
$2.34M +$34.2K +450 +2%
MAA
45
Managed Account Advisors
New Jersey
$2.32M +$475K +6,240 +30%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.31M – – –
Comerica Bank
47
Comerica Bank
Texas
$2.27M +$973K +12,788 +92%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.2M -$30.4K -400 -2%
Bank of America
49
Bank of America
North Carolina
$2.17M +$409K +5,381 +27%
Morgan Stanley
50
Morgan Stanley
New York
$1.89M -$962K -12,653 -36%
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WDFC Hedge Fund Activity: Q4 2014 in Review

169 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2014, worth a combined $887M — up 23% from $722M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WDFC positions and 12 closed out — a net gain of 10 holders — while 41 added to existing stakes and 61 trimmed.

The largest buyer was William Blair & Company, adding an estimated $6.83M. The largest seller was Virtus Fund Advisers, cutting an estimated $15.1M.

  • 169 institutional investors held WD-40 (WDFC) as of Q4 2014, up from 163 in Q3 2014.
  • Funds reported $887M of WD-40 stock for Q4 2014, up 23% quarter-over-quarter.
  • 22 funds opened new WD-40 positions in Q4 2014 and 12 closed out, a net change of +10 holders.
  • The largest WD-40 buyer in Q4 2014 was William Blair & Company, an estimated $6.83M added.
  • The largest WD-40 seller in Q4 2014 was Virtus Fund Advisers, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2014.