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WD-40
WDFC

267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

55% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $6.59M

19% more capital invested

Capital invested by funds: $1.81B → $2.15B (+$340M)

9% more funds holding

Funds holding: 244 → 267 (+23)

1.14% more ownership

Funds ownership: 89% → 90.14% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 81

Holders
267
Holders Change
+23
Holders Change %
+9.43%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
79
Reduced
81
Closed
13
Calls
$10.2M
Puts
$6.59M
Net Calls
+$3.6M
Net Calls Change
+$3.32M

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$34.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$14.3M
3
BlackRock
BlackRock
New York
+$11.5M
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$9.42M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$10.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$5.05M
3
RP
Regal Partners
Australia
-$4.26M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.04M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.67M +$28.9K +173 +2%
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.67M +$132K +792 +9%
HW
78
Hancock Whitney
Mississippi
$1.58M +$1.54M +9,189 New
WSCM
79
Wellington Shields Capital Management
New York
$1.57M -$125K -750 -8%
Citigroup
80
Citigroup
New York
$1.54M +$1.45M +8,692 +3,577%
SG Americas Securities
81
SG Americas Securities
New York
$1.54M +$867K +5,182 +138%
DY
82
Dowling & Yahnke
California
$1.53M -$40.1K -240 -3%
PI
83
PineBridge Investments
New York
$1.5M -$172K -1,030 -11%
TPSF
84
Texas Permanent School Fund
Texas
$1.5M -$41.8K -250 -3%
Truist Financial
85
Truist Financial
North Carolina
$1.47M +$27.8K +166 +2%
Allianz Asset Management
86
Allianz Asset Management
Germany
$1.45M +$1.17M +7,019 +491%
TCM
87
TD Capital Management
Tennessee
$1.38M – – –
VRS
88
Virginia Retirement Systems
Virginia
$1.34M +$385K +2,300 +42%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.32M -$336K -2,008 -21%
WG
90
Winton Group
United Kingdom
$1.29M +$225K +1,346 +22%
AAM
91
Advisors Asset Management
Colorado
$1.26M +$283K +1,692 +30%
DDC
92
DF Dent & Co
Maryland
$1.15M -$264K -1,579 -19%
UBS AM
93
UBS AM
Illinois
$1.13M – – –
UBS Group
94
UBS Group
Switzerland
$1.05M +$199K +1,191 +24%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$1.05M -$16.7K -100 -2%
PAG
96
Private Advisor Group
New Jersey
$1.04M +$696K +4,159 +221%
TAM
97
Tocqueville Asset Management
New York
$1.03M – – –
TD Asset Management
98
TD Asset Management
Ontario, Canada
$1.03M +$1M +6,000 New
KA
99
Kaizen Advisory
Illinois
$1.03M +$998K +5,965 New
MIM
100
MetLife Investment Management
New Jersey
$1.01M – – –
2 3
4
5 6

WDFC Hedge Fund Activity: Q3 2018 in Review

267 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2018, worth a combined $2.15B — up 19% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 13 closed out — a net gain of 27 holders — while 79 added to existing stakes and 81 trimmed.

The largest buyer was Federated Hermes, adding an estimated $34.4M. The largest seller was JP Morgan Chase, cutting an estimated $10.1M.

  • 267 institutional investors held WD-40 (WDFC) as of Q3 2018, up from 244 in Q2 2018.
  • Funds reported $2.15B of WD-40 stock for Q3 2018, up 19% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q3 2018 and 13 closed out, a net change of +27 holders.
  • The largest WD-40 buyer in Q3 2018 was Federated Hermes, an estimated $34.4M added.
  • The largest WD-40 seller in Q3 2018 was JP Morgan Chase, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.