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WD-40
WDFC

160 hedge funds and large institutions have $715M invested in WD-40 in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $594M → $715M (+$122M)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

4% more funds holding

Funds holding: 154 → 160 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less call options, than puts

Call options by funds: $45K | Put options by funds: $65K

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
59
Reduced
49
Closed
11
Calls
$45K
Puts
$65K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
EAM
Edge Asset Management
Washington
+$8.57M
2
TAM
THB Asset Management
Connecticut
+$7.31M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.26M
4
BFA
BlackRock Fund Advisors
California
+$4.55M
5
SCM
SG Capital Management
Illinois
+$4.34M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$11.6M
2
SB
Suntrust Banks
Georgia
-$9.66M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.41M
4
Morgan Stanley
Morgan Stanley
New York
-$3.26M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$837K -$47.7K -800 -6%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$815K +$143K +2,396 +24%
NFA
78
Nationwide Fund Advisors
Ohio
$797K +$21.3K +357 +3%
WFM
79
Wilmington Funds Management
Delaware
$791K – – –
AIG
80
American International Group
New York
$771K -$20.1K -337 -3%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$763K -$78.4K -1,316 -10%
BA
82
BlackRock Advisors
Delaware
$730K +$130K +2,181 +24%
TAM
83
Tocqueville Asset Management
New York
$727K -$1.55K -26 -0.2%
William Blair & Company
84
William Blair & Company
Illinois
$708K – – –
SVP
85
Springbank Value Partners
New York
$707K – – –
Two Sigma Advisers
86
Two Sigma Advisers
New York
$698K +$226K +3,799 +55%
CS
87
Credit Suisse
Switzerland
$689K +$173K +2,904 +38%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$688K +$632K +10,600 New
ProShare Advisors
89
ProShare Advisors
Maryland
$654K -$50.8K -853 -8%
MC
90
Martin & Co
Tennessee
$600K +$19.4K +325 +4%
DY
91
Dowling & Yahnke
California
$561K – – –
BF
92
BOK Financial
Oklahoma
$552K -$2.21K -37 -0.4%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$535K -$324K -5,430 -40%
TC
94
TFS Capital
Pennsylvania
$524K +$97.7K +1,640 +26%
TCM
95
TD Capital Management
Tennessee
$505K +$2.5K +42 +0.5%
MAM
96
Martingale Asset Management
Massachusetts
$487K +$18K +302 +4%
CAM
97
Capstone Asset Management
Texas
$486K +$9.54K +160 +2%
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
$480K – – –
Barclays
99
Barclays
United Kingdom
$473K -$337K -5,648 -43%
CB
100
Commerce Bank
Missouri
$435K -$4.77K -80 -1%
2 3
4
5 6

WDFC Hedge Fund Activity: Q3 2013 in Review

160 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2013, worth a combined $715M — up 20% from $594M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WDFC positions and 11 closed out — a net gain of 7 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $8.57M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $11.6M sold.

  • 160 institutional investors held WD-40 (WDFC) as of Q3 2013, up from 154 in Q2 2013.
  • Funds reported $715M of WD-40 stock for Q3 2013, up 20% quarter-over-quarter.
  • 18 funds opened new WD-40 positions in Q3 2013 and 11 closed out, a net change of +7 holders.
  • The largest WD-40 buyer in Q3 2013 was Edge Asset Management, an estimated $8.57M added.
  • The largest WD-40 seller in Q3 2013 was Vaughan Nelson Investment Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2013.