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WD-40
WDFC

212 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $1.58M

1.51% more ownership

Funds ownership: 80.74% → 82.25% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

4% less funds holding

Funds holding: 220 → 212 (-8)

6% less capital invested

Capital invested by funds: $1.34B → $1.26B (-$78.8M)

Holders
212
Holders Change
-8
Holders Change %
-3.64%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
71
Reduced
65
Closed
21
Calls
$1.9M
Puts
$1.58M
Net Calls
+$318K
Net Calls Change
+$300K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$185M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$14.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.5M
4
BTS
BB&T Securities
Virginia
+$6.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.76M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$20.7M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$11.8M
3
CS
Credit Suisse
Switzerland
-$8.98M
4
Norges Bank
Norges Bank
Norway
-$5.96M
5
AI
Axiom Investors
Connecticut
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$2.5M +$638K +5,861 +34%
WT
52
Whittier Trust
California
$2.48M +$111K +1,021 +5%
GF
53
Gabelli Funds
New York
$2.4M – – –
Canada Life
54
Canada Life
Manitoba, Canada
$2.19M +$133K +1,223 +6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.18M -$1.2K -11 -0.1%
William Blair & Company
56
William Blair & Company
Illinois
$2.08M -$1.56M -14,353 -43%
Stifel Financial
57
Stifel Financial
Missouri
$2.06M -$521K -4,783 -20%
RA
58
Royce & Associates
New York
$2M – – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.71M +$2.18K +20 +0.1%
RC
60
Reik & Co
New York
$1.67M – – –
Comerica Bank
61
Comerica Bank
Texas
$1.66M +$59.9K +550 +4%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$1.6M +$43.6K +401 +3%
WSCM
63
Wellington Shields Capital Management
New York
$1.6M -$70.7K -650 -4%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$1.48M +$94.4K +867 +7%
CCM
65
Century Capital Management
Massachusetts
$1.43M -$351K -3,227 -20%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.43M +$1.33M +12,192 +1,311%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$1.42M +$214K +1,965 +18%
BUB
68
BBVA USA Bancshares
Texas
$1.38M +$18.3K +168 +1%
GC
69
Guggenheim Capital
Illinois
$1.38M -$131K -1,200 -9%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M +$149K +1,366 +14%
CMANY
71
Capital Management Associates (New York)
New York
$1.17M – – –
SCA
72
Snowden Capital Advisors
New York
$1.14M +$55.6K +511 +5%
TPSF
73
Texas Permanent School Fund
Texas
$1.11M -$13.1K -120 -1%
Public Sector Pension Investment Board (PSP Investments)
74
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M – – –
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M – – –
1 2
3
4 5

WDFC Hedge Fund Activity: Q1 2017 in Review

212 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2017, worth a combined $1.26B — down 5.9% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of WDFC and 20 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 71 added.

The largest buyer was BlackRock, adding an estimated $185M. The largest seller was William Blair Investment Management, cutting an estimated $20.7M.

  • 212 institutional investors held WD-40 (WDFC) as of Q1 2017, down from 220 in Q4 2016.
  • Funds reported $1.26B of WD-40 stock for Q1 2017, down 5.9% quarter-over-quarter.
  • 20 funds opened new WD-40 positions in Q1 2017 and 21 closed out, a net change of -1 holder.
  • The largest WD-40 buyer in Q1 2017 was BlackRock, an estimated $185M added.
  • The largest WD-40 seller in Q1 2017 was William Blair Investment Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2017.