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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$18.2M -$5.13M -27,236 -23%
WG
27
Winton Group
United Kingdom
$11.7M +$8.04M +42,640 +240%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$11.2M +$873K +4,635 +9%
N
29
Nuveen
North Carolina
$10.5M -$63.3K -336 -0.6%
NAM
30
Nissay Asset Management
Japan
$10.3M +$1.95M +10,338 +24%
EAM
31
Eagle Asset Management
Florida
$10.3M +$224K +1,187 +2%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$9.96M +$490K +2,601 +5%
CCA
33
Cobblestone Capital Advisors
New York
$9.72M -$19.8K -105 -0.2%
PPA
34
Parametric Portfolio Associates
Washington
$9.2M -$2.01M -10,680 -18%
MAM
35
Martingale Asset Management
Massachusetts
$9.13M
GI
36
GAMCO Investors
Connecticut
$8.48M
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$7.92M -$101K -537 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.74M +$592K +3,140 +9%
Citadel Advisors
39
Citadel Advisors
Florida
$7.73M +$3.17M +16,828 +73%
Goldman Sachs
40
Goldman Sachs
New York
$7.59M +$1.27M +6,750 +21%
Bank of America
41
Bank of America
North Carolina
$7.52M -$5.9M -31,304 -45%
UBS Group
42
UBS Group
Switzerland
$7.14M +$2.1M +11,165 +44%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$7.03M +$48.8K +259 +0.7%
Deutsche Bank
44
Deutsche Bank
Germany
$6.97M +$3.49M +18,542 +107%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$6.96M -$1.11M -5,909 -14%
JP Morgan Chase
46
JP Morgan Chase
New York
$6.94M -$3.22M -17,090 -32%
WT
47
Whittier Trust
California
$6.01M +$136K +722 +2%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.95M -$791K -4,200 -12%
First Trust Advisors
49
First Trust Advisors
Illinois
$5.79M +$1.17M +6,233 +26%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$5.61M +$3.17M +16,800 +139%

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.