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WD-40
WDFC

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

50% more call options, than puts

Call options by funds: $214K | Put options by funds: $143K

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $930M → $1.02B (+$88.3M)

9% more funds holding

Funds holding: 180 → 197 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$12.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.36M
3
BFA
BlackRock Fund Advisors
California
+$4.26M
4
OC
Oppenheimer & Co
New York
+$2.75M
5
Invesco
Invesco
Georgia
+$1.52M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15M
2
Wells Fargo
Wells Fargo
California
-$13.2M
3
EAM
Edge Asset Management
Washington
-$5.41M
4
Bank of America
Bank of America
North Carolina
-$5.25M
5
SAM
Shell Asset Management
Netherlands
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$6.1M -$38.8K -400 -0.6%
SM
27
Stratton Management
Pennsylvania
$6.06M -$466K -4,800 -7%
Charles Schwab
28
Charles Schwab
California
$5.71M -$75.4K -777 -1%
Bank of America
29
Bank of America
North Carolina
$5.55M -$5.25M -54,112 -49%
MOACM
30
Mutual of America Capital Management
New York
$5.46M +$372K +3,830 +7%
BIM
31
BlackRock Investment Management
Delaware
$5.37M +$13K +134 +0.2%
New York State Teachers Retirement System (NYSTRS)
32
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M +$19.4K +200 +0.4%
GI
33
GAMCO Investors
Connecticut
$4.23M – – –
CS
34
Credit Suisse
Switzerland
$4.21M -$2.2M -22,699 -35%
PPA
35
Parametric Portfolio Associates
Washington
$3.61M -$45.6K -470 -1%
Morgan Stanley
36
Morgan Stanley
New York
$3.28M +$1.09M +11,276 +51%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.25M +$150K +1,544 +5%
Prudential Financial
38
Prudential Financial
New Jersey
$3.21M +$112K +1,150 +4%
OC
39
Oppenheimer & Co
New York
$2.79M +$2.75M +28,285 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.77M +$48.5K +500 +2%
Goldman Sachs
41
Goldman Sachs
New York
$2.69M +$303K +3,127 +13%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.66M +$38.8K +400 +2%
Deutsche Bank
43
Deutsche Bank
Germany
$2.64M -$874K -9,004 -25%
Stifel Financial
44
Stifel Financial
Missouri
$2.59M +$10.8K +111 +0.4%
TA
45
Teachers Advisors
New York
$2.28M +$109K +1,126 +5%
GF
46
Gabelli Funds
New York
$2.17M – – –
WT
47
Whittier Trust
California
$2.1M +$21.4K +220 +1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$2.02M +$699K +7,200 +54%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.98M -$369K -3,800 -16%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.91M – – –
1
2
3 4 5

WDFC Hedge Fund Activity: Q4 2015 in Review

197 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2015, worth a combined $1.02B — up 9.5% from $930M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WDFC positions and 13 closed out — a net gain of 19 holders — while 64 added to existing stakes and 50 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $12.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $15M.

  • 197 institutional investors held WD-40 (WDFC) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.02B of WD-40 stock for Q4 2015, up 9.5% quarter-over-quarter.
  • 32 funds opened new WD-40 positions in Q4 2015 and 13 closed out, a net change of +19 holders.
  • The largest WD-40 buyer in Q4 2015 was William Blair Investment Management, an estimated $12.8M added.
  • The largest WD-40 seller in Q4 2015 was Lord, Abbett & Co, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2015.