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WD-40
WDFC

244 hedge funds and large institutions have $1.81B invested in WD-40 in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $1.57B → $1.81B (+$239M)

5% more funds holding

Funds holding: 233 → 244 (+11)

3.59% more ownership

Funds ownership: 85.41% → 89% (+3.6%)

7% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.98M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
71
Reduced
72
Closed
12
Calls
$4.25M
Puts
$3.98M
Net Calls
+$274K
Net Calls Change
-$991K

Top Buyers

1
BlackRock
BlackRock
New York
+$18.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.49M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.75M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.12M
2
UBS Group
UBS Group
Switzerland
-$4.8M
3
WCA
Waratah Capital Advisors
Ontario, Canada
-$3.29M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
76
Wellington Shields Capital Management
New York
$1.44M -$310K -2,250 -19%
PI
77
PineBridge Investments
New York
$1.43M +$1.06M +7,724 +376%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.41M -$46.5K -338 -3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$1.4M +$21.8K +158 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.39M -$54.9K -399 -4%
DY
81
Dowling & Yahnke
California
$1.33M – – –
TPSF
82
Texas Permanent School Fund
Texas
$1.31M -$37.5K -272 -3%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.3M – – –
CONA
84
Capital One National Association
New York
$1.27M +$6.33K +46 +0.5%
Truist Financial
85
Truist Financial
North Carolina
$1.23M -$31.1K -226 -3%
DDC
86
DF Dent & Co
Maryland
$1.21M +$40.9K +297 +4%
TCM
87
TD Capital Management
Tennessee
$1.17M – – –
CMANY
88
Capital Management Associates (New York)
New York
$965K -$289K -2,100 -24%
UBS AM
89
UBS AM
Illinois
$964K -$53K -385 -6%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$907K – – –
WG
91
Winton Group
United Kingdom
$896K -$313K -2,275 -27%
TAM
92
Tocqueville Asset Management
New York
$878K -$110K -800 -12%
American Century Companies
93
American Century Companies
Missouri
$868K -$466K -3,385 -36%
MIM
94
MetLife Investment Management
New Jersey
$860K – – –
VOYA Investment Management
95
VOYA Investment Management
Georgia
$832K -$94.3K -685 -11%
AAM
96
Advisors Asset Management
Colorado
$827K +$307K +2,233 +65%
VRS
97
Virginia Retirement Systems
Virginia
$804K +$757K +5,500 New
JMPWA
98
JP Morgan Private Wealth Advisors
California
$727K -$86.2K -626 -11%
UBS Group
99
UBS Group
Switzerland
$719K -$4.8M -34,870 -88%
BI
100
Bredin Investment
Delaware
$694K – – –
2 3
4
5 6

WDFC Hedge Fund Activity: Q2 2018 in Review

244 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2018, worth a combined $1.81B — up 15% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WDFC positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Wells Fargo, cutting an estimated $6.12M.

  • 244 institutional investors held WD-40 (WDFC) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.81B of WD-40 stock for Q2 2018, up 15% quarter-over-quarter.
  • 24 funds opened new WD-40 positions in Q2 2018 and 12 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q2 2018 was BlackRock, an estimated $18.2M added.
  • The largest WD-40 seller in Q2 2018 was Wells Fargo, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2018.