WD-40
WDFC
201 hedge funds and large institutions have $1.27B invested in WD-40 in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 23 closing their positions.
174% more call options, than puts
Call options by funds: $2.64M | Put options by funds: $965K
14% more capital invested
Capital invested by funds: $1.12B → $1.27B (+$155M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 66
3% less funds holding
Funds holding: 207 → 201 (-6)
22% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$54.1M |
| 2 |
Neuberger Berman Group
New York
|
+$25.2M |
| 3 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$12.5M |
| 4 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$7.86M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$21.2M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$8.77M |
| 3 |
Renaissance Technologies
New York
|
-$7.48M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.99M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$4.41M |
WDFC Hedge Fund Activity: Q2 2016 in Review
201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2016, worth a combined $1.27B — up 14% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WDFC and 18 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 61 added.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $54.1M. The largest seller was William Blair Investment Management, cutting an estimated $21.2M.
- 201 institutional investors held WD-40 (WDFC) as of Q2 2016, down from 207 in Q1 2016.
- Funds reported $1.27B of WD-40 stock for Q2 2016, up 14% quarter-over-quarter.
- 18 funds opened new WD-40 positions in Q2 2016 and 23 closed out, a net change of -5 holders.
- The largest WD-40 buyer in Q2 2016 was Columbia Wanger Asset Management, an estimated $54.1M added.
- The largest WD-40 seller in Q2 2016 was William Blair Investment Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2016.