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WD-40
WDFC

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 212 → 215 (+3)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0% more capital invested

Capital invested by funds: $1.26B → $1.26B (+$633K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.04% less ownership

Funds ownership: 82.25% → 81.21% (-1%)

14% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.05M

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.6M
2
LIM
Lagoda Investment Management
New York
+$7.09M
3
Wells Fargo
Wells Fargo
California
+$6.74M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$6.24M
5
CCA
Cobblestone Capital Advisors
New York
+$5.29M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$58.4M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$8.58M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.91M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
5
CS
Credit Suisse
Switzerland
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
51
Gabelli Funds
New York
$2.43M – – –
Citadel Advisors
52
Citadel Advisors
Florida
$2.42M +$1.86M +17,450 +391%
Canada Life
53
Canada Life
Manitoba, Canada
$2.27M +$56.4K +530 +3%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$2.25M +$2.17M +20,401 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.21M – – –
RA
56
Royce & Associates
New York
$2.03M – – –
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$1.98M +$1.9M +17,900 New
Goldman Sachs
58
Goldman Sachs
New York
$1.88M -$969K -9,103 -35%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.8M +$61K +573 +4%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.76M +$133K +1,251 +9%
RC
61
Reik & Co
New York
$1.69M – – –
Comerica Bank
62
Comerica Bank
Texas
$1.58M -$90.3K -849 -5%
WSCM
63
Wellington Shields Capital Management
New York
$1.57M -$42.6K -400 -3%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$1.5M – – –
BUB
65
BBVA USA Bancshares
Texas
$1.48M +$78.7K +740 +6%
BCC
66
Bridge City Capital
Oregon
$1.48M +$1.43M +13,420 New
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$1.44M – – –
GC
68
Guggenheim Capital
Illinois
$1.41M +$7.77K +73 +0.6%
CCM
69
Century Capital Management
Massachusetts
$1.38M -$64.5K -606 -5%
CMANY
70
Capital Management Associates (New York)
New York
$1.17M -$16K -150 -1%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M -$37K -348 -3%
AIG
72
American International Group
New York
$1.15M +$182K +1,715 +20%
TPSF
73
Texas Permanent School Fund
Texas
$1.13M +$5.11K +48 +0.5%
RJA
74
Raymond James & Associates
Florida
$1.13M +$187K +1,761 +21%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.12M +$168K +1,579 +19%
1 2
3
4 5

WDFC Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2017, worth a combined $1.26B — up 0.05% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WDFC positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $13.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $58.4M sold.

  • 215 institutional investors held WD-40 (WDFC) as of Q2 2017, up from 212 in Q1 2017.
  • Funds reported $1.26B of WD-40 stock for Q2 2017, up 0.05% quarter-over-quarter.
  • 21 funds opened new WD-40 positions in Q2 2017 and 18 closed out, a net change of +3 holders.
  • The largest WD-40 buyer in Q2 2017 was Neuberger Berman Group, an estimated $13.6M added.
  • The largest WD-40 seller in Q2 2017 was William Blair Investment Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q2 2017.