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WD-40
WDFC

160 hedge funds and large institutions have $715M invested in WD-40 in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $594M → $715M (+$122M)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

4% more funds holding

Funds holding: 154 → 160 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less call options, than puts

Call options by funds: $45K | Put options by funds: $65K

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
59
Reduced
49
Closed
11
Calls
$45K
Puts
$65K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
EAM
Edge Asset Management
Washington
+$8.57M
2
TAM
THB Asset Management
Connecticut
+$7.31M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.26M
4
BFA
BlackRock Fund Advisors
California
+$4.55M
5
SCM
SG Capital Management
Illinois
+$4.34M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$11.6M
2
SB
Suntrust Banks
Georgia
-$9.66M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.41M
4
Morgan Stanley
Morgan Stanley
New York
-$3.26M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$1.52M – – –
Deutsche Bank
52
Deutsche Bank
Germany
$1.51M +$524K +8,799 +61%
SFM
53
Systematic Financial Management
New Jersey
$1.48M +$1.36M +22,850 New
GF
54
Gabelli Funds
New York
$1.43M – – –
TA
55
Teachers Advisors
New York
$1.41M +$25.7K +431 +2%
BUB
56
BBVA USA Bancshares
Texas
$1.38M -$62.5K -1,048 -5%
WT
57
Whittier Trust
California
$1.37M – – –
DC
58
Deere & Company
Illinois
$1.37M -$57.6K -966 -4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.35M -$339K -5,685 -21%
MAA
60
Managed Account Advisors
New Jersey
$1.33M +$199K +3,332 +19%
CMANY
61
Capital Management Associates (New York)
New York
$1.3M +$5.96K +100 +0.5%
WSCM
62
Wellington Shields Capital Management
New York
$1.3M +$2.98K +50 +0.3%
ERSOT
63
Employees Retirement System of Texas
Texas
$1.17M – – –
RC
64
Reik & Co
New York
$1.12M – – –
CCM
65
Cadence Capital Management
Massachusetts
$1.08M +$394K +6,618 +66%
Comerica Bank
66
Comerica Bank
Texas
$1.07M +$980K +16,442 New
NCM
67
Noesis Capital Mangement
Florida
$1.03M -$25.1K -421 -3%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$1.01M +$930K +15,600 New
TPSF
69
Texas Permanent School Fund
Texas
$989K -$63.2K -1,060 -7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$970K -$91.2K -1,530 -9%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$941K +$679K +11,400 +368%
SO
72
STRS Ohio
Ohio
$935K – – –
AQR Capital Management
73
AQR Capital Management
Connecticut
$907K -$465K -7,800 -36%
Truist Financial
74
Truist Financial
North Carolina
$888K -$74.5K -1,250 -8%
ASRS
75
Arizona State Retirement System
Arizona
$841K +$5.96K +100 +0.8%
1 2
3
4 5

WDFC Hedge Fund Activity: Q3 2013 in Review

160 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2013, worth a combined $715M — up 20% from $594M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WDFC positions and 11 closed out — a net gain of 7 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $8.57M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $11.6M sold.

  • 160 institutional investors held WD-40 (WDFC) as of Q3 2013, up from 154 in Q2 2013.
  • Funds reported $715M of WD-40 stock for Q3 2013, up 20% quarter-over-quarter.
  • 18 funds opened new WD-40 positions in Q3 2013 and 11 closed out, a net change of +7 holders.
  • The largest WD-40 buyer in Q3 2013 was Edge Asset Management, an estimated $8.57M added.
  • The largest WD-40 seller in Q3 2013 was Vaughan Nelson Investment Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2013.