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WD-40
WDFC

300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $9.93M

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

12% more funds holding

Funds holding: 267 → 300 (+33)

7% more capital invested

Capital invested by funds: $2.15B → $2.3B (+$152M)

0.87% more ownership

Funds ownership: 90.14% → 91% (+0.87%)

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
86
Reduced
76
Closed
27
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.79M
Net Calls Change
-$812K

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$14.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.8M
3
RI
Redwood Investments
Massachusetts
+$11.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.1M
5
Ameriprise
Ameriprise
Minnesota
+$5.73M

Top Sellers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
-$31.7M
2
LIM
Lagoda Investment Management
New York
-$12.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$11.6M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$7.54M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$2.22M -$4.13M -24,395 -67%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$2.14M +$1.76M +10,386 +810%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.97M -$559K -3,300 -24%
AIG
79
American International Group
New York
$1.95M -$22.2K -131 -1%
Barclays
80
Barclays
United Kingdom
$1.9M -$1.76M -10,363 -50%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$1.79M +$6.61K +39 +0.4%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.77M +$342K +2,021 +26%
Citigroup
83
Citigroup
New York
$1.71M +$64.9K +383 +4%
FL
84
Fort LP
Maryland
$1.7M +$747K +4,411 +91%
EI
85
EAM Investors
California
$1.7M +$1.57M +9,256 New
OAM
86
Oxford Asset Management
United Kingdom
$1.69M +$1.57M +9,245 New
HW
87
Hancock Whitney
Mississippi
$1.66M -$22K -130 -1%
TPSF
88
Texas Permanent School Fund
Texas
$1.66M +$55.7K +329 +4%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$1.64M +$1.51M +8,937 New
VRS
90
Virginia Retirement Systems
Virginia
$1.63M +$186K +1,100 +14%
Millennium Management
91
Millennium Management
New York
$1.63M +$1.51M +8,888 New
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.62M +$63.5K +375 +4%
SG Americas Securities
93
SG Americas Securities
New York
$1.6M -$30.8K -182 -2%
DY
94
Dowling & Yahnke
California
$1.55M – – –
MCM
95
Monument Capital Management
Virginia
$1.52M +$1.4M +8,281 New
PI
96
PineBridge Investments
New York
$1.51M -$82.5K -487 -6%
WSCM
97
Wellington Shields Capital Management
New York
$1.51M -$147K -870 -10%
SEI Investments
98
SEI Investments
Pennsylvania
$1.51M +$1.05M +6,190 +301%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M -$333K -1,968 -19%
Truist Financial
100
Truist Financial
North Carolina
$1.49M -$72.5K -428 -5%
2 3
4
5 6

WDFC Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2018, worth a combined $2.3B — up 7.1% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WDFC positions and 27 closed out — a net gain of 33 holders — while 86 added to existing stakes and 76 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $14.1M. The largest seller was Conestoga Capital Advisors, cutting an estimated $31.7M.

  • 300 institutional investors held WD-40 (WDFC) as of Q4 2018, up from 267 in Q3 2018.
  • Funds reported $2.3B of WD-40 stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 60 funds opened new WD-40 positions in Q4 2018 and 27 closed out, a net change of +33 holders.
  • The largest WD-40 buyer in Q4 2018 was OppenheimerFunds, an estimated $14.1M added.
  • The largest WD-40 seller in Q4 2018 was Conestoga Capital Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2018.