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278 hedge funds and large institutions have $1.91B invested in WD-40 in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more call options, than puts

Call options by funds: $7.36M | Put options by funds: $3.88M

2.98% less ownership

Funds ownership: 90.08%87.1% (-3%)

4% less funds holding

Funds holding: 289278 (-11)

9% less capital invested

Capital invested by funds: $2.11B → $1.91B (-$200M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

23% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 97

Holders
278
Holders Change
-11
Holders Change %
-3.81%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
75
Reduced
97
Closed
36
Calls
$7.36M
Puts
$3.88M
Net Calls
+$3.48M
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.09M +$82K +500 +2%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$3.96M +$164K +1,000 +4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.86M +$574K +3,500 +17%
CS
54
Credit Suisse
Switzerland
$3.85M -$2.06M -12,575 -34%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.77M -$2.58M -15,708 -40%
Prudential Financial
56
Prudential Financial
New Jersey
$3.66M -$14.9K -91 -0.4%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$3.64M +$2.12M +12,933 +130%
UBS Group
58
UBS Group
Switzerland
$3.57M +$501K +3,054 +16%
MOACM
59
Mutual of America Capital Management
New York
$3.53M +$3.58M +21,799 +5,505%
BA
60
Boston Advisors
Massachusetts
$3.49M -$561K -3,422 -13%
ASRS
61
Arizona State Retirement System
Arizona
$3.4M +$12.6K +77 +0.4%
Comerica Bank
62
Comerica Bank
Texas
$3.39M -$113K -690 -3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.37M +$43K +262 +1%
GF
64
Gabelli Funds
New York
$3.1M -$246K -1,500 -7%
WC
65
Westhampton Capital
North Carolina
$3.02M +$3.11M +18,957 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$2.96M +$72.2K +440 +2%
Canada Life
67
Canada Life
Manitoba, Canada
$2.95M +$54K +329 +2%
Barclays
68
Barclays
United Kingdom
$2.88M +$1.3M +7,943 +78%
DDC
69
DF Dent & Co
Maryland
$2.62M -$3.61K -22 -0.1%
BCC
70
Bridge City Capital
Oregon
$2.55M +$13.1K +80 +0.5%
Stifel Financial
71
Stifel Financial
Missouri
$2.5M -$452K -2,758 -15%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$2.5M +$9.51K +58 +0.4%
RC
73
Reik & Co
New York
$2.43M
TG
74
TCW Group
California
$2.37M
FL
75
Fort LP
Maryland
$2.16M +$222K +1,354 +11%

WDFC Hedge Fund Activity: Q2 2019 in Review

278 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2019, worth a combined $1.91B — down 9.5% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WDFC and 30 opened new positions — a net loss of 6 holders — while 97 trimmed existing stakes and 75 added.

The largest buyer was APG Asset Management, opening a new position worth an estimated $21.4M. The largest seller was Parnassus Investments, cutting an estimated $118M.

  • 278 institutional investors held WD-40 (WDFC) as of Q2 2019, down from 289 in Q1 2019.
  • Funds reported $1.91B of WD-40 stock for Q2 2019, down 9.5% quarter-over-quarter.
  • 30 funds opened new WD-40 positions in Q2 2019 and 36 closed out, a net change of -6 holders.
  • The largest WD-40 buyer in Q2 2019 was APG Asset Management, an estimated $21.4M added.
  • The largest WD-40 seller in Q2 2019 was Parnassus Investments, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2019.