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220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

80.74% more ownership

Funds ownership: 0%80.74% (+81%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

2% more funds holding

Funds holding: 215220 (+5)

2% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
76
U.S. Global Investors (USGI)
Texas
$1.29M +$1.21M +11,000 New
CMANY
77
Capital Management Associates (New York)
New York
$1.25M -$43.9K -400 -4%
Deutsche Bank
78
Deutsche Bank
Germany
$1.21M -$752K -6,851 -40%
TPSF
79
Texas Permanent School Fund
Texas
$1.21M -$55.7K -507 -5%
AIG
80
American International Group
New York
$1.21M -$18K -164 -2%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M
SCA
82
Snowden Capital Advisors
New York
$1.16M +$34.3K +312 +3%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$1.13M -$28K -255 -3%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M +$2.64K +24 +0.3%
DY
85
Dowling & Yahnke
California
$1.07M
AG
86
Aperio Group
California
$1.04M +$17.9K +163 +2%
NFA
87
Nationwide Fund Advisors
Ohio
$1.02M
TCM
88
TD Capital Management
Tennessee
$936K
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$893K +$43.9K +400 +6%
TAM
90
Tocqueville Asset Management
New York
$875K -$1.32K -12 -0.2%
Barclays
91
Barclays
United Kingdom
$872K -$476K -4,335 -37%
BA
92
BlackRock Advisors
Delaware
$866K +$16.4K +149 +2%
PAG
93
Private Advisor Group
New Jersey
$860K -$5.6K -51 -0.6%
ASRS
94
Arizona State Retirement System
Arizona
$852K -$11K -100 -1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$839K +$48.2K +439 +7%
Truist Financial
96
Truist Financial
North Carolina
$817K +$549 +5 +0.1%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$791K -$23K -209 -3%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$757K
Two Sigma Investments
99
Two Sigma Investments
New York
$757K +$711K +6,477 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$731K +$687K +6,256 New

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.

  • 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
  • Funds reported $1.34B of WD-40 stock for Q4 2016, up 8.3% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2016.