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WD-40
WDFC

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 212 → 215 (+3)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0% more capital invested

Capital invested by funds: $1.26B → $1.26B (+$633K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.04% less ownership

Funds ownership: 82.25% → 81.21% (-1%)

14% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.05M

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.6M
2
LIM
Lagoda Investment Management
New York
+$7.09M
3
Wells Fargo
Wells Fargo
California
+$6.74M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$6.24M
5
CCA
Cobblestone Capital Advisors
New York
+$5.29M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$58.4M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$8.58M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.91M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
5
CS
Credit Suisse
Switzerland
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$7.61M +$2.9M +27,244 +65%
LIM
27
Lagoda Investment Management
New York
$7.35M +$7.09M +66,626 New
MOACM
28
Mutual of America Capital Management
New York
$5.6M -$957K -8,990 -15%
CCA
29
Cobblestone Capital Advisors
New York
$5.49M +$5.29M +49,716 New
New York State Teachers Retirement System (NYSTRS)
30
New York State Teachers Retirement System (NYSTRS)
New York
$5.38M -$106K -1,000 -2%
Morgan Stanley
31
Morgan Stanley
New York
$5.06M -$1.33M -12,530 -21%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$5.02M +$181K +1,700 +4%
CONA
33
Capital One National Association
New York
$4.88M -$137K -1,285 -3%
GI
34
GAMCO Investors
Connecticut
$4.82M -$21.3K -200 -0.5%
Bank of America
35
Bank of America
North Carolina
$4.51M -$529K -4,972 -11%
EAM
36
Eagle Asset Management
Florida
$4.45M +$1.61M +15,123 +60%
UBS Group
37
UBS Group
Switzerland
$4.22M +$1.57M +14,795 +63%
TCIM
38
TIAA CREF Investment Management
New York
$4.12M -$65.1K -612 -2%
NI
39
Numeric Investors
Massachusetts
$3.85M +$1.22M +11,470 +49%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.81M -$146K -1,376 -4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.16M +$607K +5,709 +25%
PPA
42
Parametric Portfolio Associates
Washington
$3.13M -$3.62K -34 -0.1%
Legal & General Group
43
Legal & General Group
United Kingdom
$2.99M +$210K +1,976 +8%
TA
44
Teachers Advisors
New York
$2.82M +$166K +1,563 +7%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.71M -$341K -3,200 -12%
Prudential Financial
46
Prudential Financial
New Jersey
$2.64M -$61.7K -580 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.59M – – –
WT
48
Whittier Trust
California
$2.57M +$60.5K +569 +3%
Deutsche Bank
49
Deutsche Bank
Germany
$2.57M +$2.05M +19,247 +475%
Stifel Financial
50
Stifel Financial
Missouri
$2.47M +$365K +3,429 +18%
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WDFC Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2017, worth a combined $1.26B — up 0.05% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WDFC positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $13.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $58.4M sold.

  • 215 institutional investors held WD-40 (WDFC) as of Q2 2017, up from 212 in Q1 2017.
  • Funds reported $1.26B of WD-40 stock for Q2 2017, up 0.05% quarter-over-quarter.
  • 21 funds opened new WD-40 positions in Q2 2017 and 18 closed out, a net change of +3 holders.
  • The largest WD-40 buyer in Q2 2017 was Neuberger Berman Group, an estimated $13.6M added.
  • The largest WD-40 seller in Q2 2017 was William Blair Investment Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q2 2017.