WD-40
WDFC
282 hedge funds and large institutions have $2.22B invested in WD-40 in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $9.36M
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
16% more capital invested
Capital invested by funds: $1.91B → $2.22B (+$306M)
1% more funds holding
Funds holding: 278 → 282 (+4)
1.01% more ownership
Funds ownership: 87.1% → 88.11% (+1%)
10% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$32.3M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$26M |
| 3 |
JP Morgan Chase
New York
|
+$7.72M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$6.74M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$16.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.6M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$9.79M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$8.97M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.87M |
WDFC Hedge Fund Activity: Q3 2019 in Review
282 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2019, worth a combined $2.22B — up 16% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WDFC positions and 23 closed out — a net gain of 4 holders — while 89 added to existing stakes and 81 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $32.3M. The largest seller was Invesco, cutting an estimated $16.9M.
- 282 institutional investors held WD-40 (WDFC) as of Q3 2019, up from 278 in Q2 2019.
- Funds reported $2.22B of WD-40 stock for Q3 2019, up 16% quarter-over-quarter.
- 27 funds opened new WD-40 positions in Q3 2019 and 23 closed out, a net change of +4 holders.
- The largest WD-40 buyer in Q3 2019 was Neuberger Berman Group, an estimated $32.3M added.
- The largest WD-40 seller in Q3 2019 was Invesco, an estimated $16.9M sold.
Based on aggregated 13F filings for Q3 2019.