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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
Barclays
76
Barclays
United Kingdom
$1.11M -$1.65M -15,477 -60%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M – – –
DY
78
Dowling & Yahnke
California
$1.01M – – –
AG
79
Aperio Group
California
$941K -$99.9K -939 -10%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$938K +$64.9K +610 +8%
Truist Financial
81
Truist Financial
North Carolina
$918K +$54.8K +515 +7%
TCM
82
TD Capital Management
Tennessee
$884K – – –
NFA
83
Nationwide Fund Advisors
Ohio
$879K -$29.5K -277 -3%
PP
84
Paloma Partners
Connecticut
$873K +$841K +7,907 New
Jane Street
85
Jane Street
New York
$834K +$804K +7,560 New
CS
86
Credit Suisse
Switzerland
$811K -$2.75M -25,832 -78%
ASRS
87
Arizona State Retirement System
Arizona
$805K -$10.6K -100 -1%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$802K +$53.9K +507 +7%
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$798K -$298K -2,800 -28%
PAG
90
Private Advisor Group
New Jersey
$792K -$50K -470 -6%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$760K +$263K +2,470 +56%
TAM
92
Tocqueville Asset Management
New York
$751K -$2.02K -19 -0.3%
JP Morgan Chase
93
JP Morgan Chase
New York
$748K -$3.14M -29,527 -81%
LCM
94
Legato Capital Management
California
$740K +$641K +6,028 +889%
Citigroup
95
Citigroup
New York
$729K +$669K +6,290 +2,023%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$715K – – –
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$685K +$101K +950 +18%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$629K – – –
MC
99
Menta Capital
California
$596K -$2.62M -24,605 -82%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$582K +$561K +5,273 New
2 3
4
5 6

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.