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WD-40
WDFC

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

50% more call options, than puts

Call options by funds: $214K | Put options by funds: $143K

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $930M → $1.02B (+$88.3M)

9% more funds holding

Funds holding: 180 → 197 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$12.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.36M
3
BFA
BlackRock Fund Advisors
California
+$4.26M
4
OC
Oppenheimer & Co
New York
+$2.75M
5
Invesco
Invesco
Georgia
+$1.52M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15M
2
Wells Fargo
Wells Fargo
California
-$13.2M
3
EAM
Edge Asset Management
Washington
-$5.41M
4
Bank of America
Bank of America
North Carolina
-$5.25M
5
SAM
Shell Asset Management
Netherlands
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
BlackRock Group
United Kingdom
$1.91M -$3.59K -37 -0.2%
WSCM
52
Wellington Shields Capital Management
New York
$1.67M -$287K -2,960 -15%
NI
53
Numeric Investors
Massachusetts
$1.65M +$514K +5,300 +46%
RC
54
Reik & Co
New York
$1.51M – – –
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$1.5M +$1.48M +15,206 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.48M +$55.7K +574 +4%
Comerica Bank
57
Comerica Bank
Texas
$1.32M -$9.41K -97 -0.7%
BUB
58
BBVA USA Bancshares
Texas
$1.29M -$8.44K -87 -0.7%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.29M +$524K +5,398 +71%
GC
60
Guggenheim Capital
Illinois
$1.23M +$1.2M +12,415 New
VHMC
61
Value Holdings Management Company
New York
$1.19M -$679K -7,000 -37%
PAG
62
Private Advisor Group
New Jersey
$1.17M +$10K +103 +0.9%
CMANY
63
Capital Management Associates (New York)
New York
$1.12M -$322K -3,320 -23%
AIG
64
American International Group
New York
$1.11M +$8.64K +89 +0.8%
TAM
65
Tocqueville Asset Management
New York
$1.1M – – –
TPSF
66
Texas Permanent School Fund
Texas
$1.1M -$2.52K -26 -0.2%
ERSOT
67
Employees Retirement System of Texas
Texas
$1.08M -$679K -7,000 -39%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$1.05M +$1.03M +10,600 New
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M – – –
RA
70
Royce & Associates
New York
$1.01M – – –
AAM
71
Advisors Asset Management
Colorado
$1M +$989K +10,190 New
NFA
72
Nationwide Fund Advisors
Ohio
$938K +$10.3K +106 +1%
LPL Financial
73
LPL Financial
California
$934K +$386K +3,975 +71%
CONA
74
Capital One National Association
New York
$912K -$192K -1,983 -18%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$910K -$544K -5,600 -38%
1 2
3
4 5

WDFC Hedge Fund Activity: Q4 2015 in Review

197 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2015, worth a combined $1.02B — up 9.5% from $930M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WDFC positions and 13 closed out — a net gain of 19 holders — while 64 added to existing stakes and 50 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $12.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $15M.

  • 197 institutional investors held WD-40 (WDFC) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.02B of WD-40 stock for Q4 2015, up 9.5% quarter-over-quarter.
  • 32 funds opened new WD-40 positions in Q4 2015 and 13 closed out, a net change of +19 holders.
  • The largest WD-40 buyer in Q4 2015 was William Blair Investment Management, an estimated $12.8M added.
  • The largest WD-40 seller in Q4 2015 was Lord, Abbett & Co, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2015.