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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$5.5M -$5.02M -26,617 -48%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$5.36M
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.11M +$56.5K +300 +1%
Barclays
54
Barclays
United Kingdom
$4.93M +$1.58M +8,371 +49%
Bessemer Group
55
Bessemer Group
New Jersey
$4.85M
KOCAA
56
Knights of Columbus Asset Advisors
Connecticut
$4.59M +$4.46M +23,671 New
AIM
57
Artemis Investment Management
United Kingdom
$4.55M +$4.52M +23,973 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$4.48M -$283K -1,500 -6%
Comerica Bank
59
Comerica Bank
Texas
$4.36M +$6.97K +37 +0.2%
Prudential Financial
60
Prudential Financial
New Jersey
$4.33M -$44.9K -238 -1%
MOACM
61
Mutual of America Capital Management
New York
$4.26M -$32.2K -171 -0.8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.08M -$79.9K -424 -2%
BCC
63
Bridge City Capital
Oregon
$3.97M
AQR Capital Management
64
AQR Capital Management
Connecticut
$3.78M -$1.04M -5,542 -22%
Truist Financial
65
Truist Financial
North Carolina
$3.76M +$2.37M +12,552 +185%
GF
66
Gabelli Funds
New York
$3.69M -$94.2K -500 -3%
WC
67
Westhampton Capital
North Carolina
$3.49M -$188K -1,000 -5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$3.47M -$797K -4,227 -19%
Canada Life
69
Canada Life
Manitoba, Canada
$3.31M +$3.24M +17,201 New
DDC
70
DF Dent & Co
Maryland
$3.29M +$53.5K +284 +2%
Stifel Financial
71
Stifel Financial
Missouri
$3.2M +$17.5K +93 +0.6%
CS
72
Credit Suisse
Switzerland
$3.16M -$1.34M -7,118 -30%
Millennium Management
73
Millennium Management
New York
$3.08M +$1.04M +5,541 +54%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$3.07M -$27.5K -146 -0.9%
AAM
75
Advisors Asset Management
Colorado
$3.02M +$483K +2,562 +20%

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.