We are live on ! Find out more
WDFC icon

WD-40
WDFC

282 hedge funds and large institutions have $2.22B invested in WD-40 in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $9.36M

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $1.91B → $2.22B (+$306M)

1% more funds holding

Funds holding: 278 → 282 (+4)

1.01% more ownership

Funds ownership: 87.1% → 88.11% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

Holders
282
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
89
Reduced
81
Closed
23
Calls
$11.4M
Puts
$9.36M
Net Calls
+$2.02M
Net Calls Change
-$1.46M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$32.3M
2
APG Asset Management
APG Asset Management
Netherlands
+$26M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.72M
4
RI
Redwood Investments
Massachusetts
+$6.74M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$16.9M
2
Ameriprise
Ameriprise
Minnesota
-$15.6M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$9.79M
4
BTS
BB&T Securities
Virginia
-$8.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
76
TCW Group
California
$2.73M – – –
FL
77
Fort LP
Maryland
$2.67M +$165K +919 +7%
JIM
78
Jupiter Investment Management
United Kingdom
$2.45M – – –
UBS AM
79
UBS AM
Illinois
$2.45M +$538K +2,990 +29%
AAM
80
Advisors Asset Management
Colorado
$2.39M -$52K -289 -2%
Citigroup
81
Citigroup
New York
$2.34M +$1.8M +10,013 +365%
AG
82
Aperio Group
California
$2.29M +$52.5K +292 +2%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$2.22M +$1.73M +9,600 +384%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.09M +$55.7K +310 +3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2M +$23.9K +133 +1%
Holocene Advisors
86
Holocene Advisors
New York
$1.94M +$955K +5,312 +101%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$1.94M +$1.05M +5,846 +124%
Millennium Management
88
Millennium Management
New York
$1.89M +$311K +1,728 +20%
AIG
89
American International Group
New York
$1.87M -$21.9K -122 -1%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$1.84M +$10.8K +60 +0.6%
BTS
91
BB&T Securities
Virginia
$1.84M -$8.97M -49,906 -83%
RA
92
Royce & Associates
New York
$1.82M -$533K -2,962 -23%
HW
93
Hancock Whitney
Mississippi
$1.76M +$146K +813 +9%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$1.74M +$616K +3,423 +57%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$1.73M -$204K -1,134 -11%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
TPSF
97
Texas Permanent School Fund
Texas
$1.72M -$7.55K -42 -0.4%
PI
98
PineBridge Investments
New York
$1.7M -$43.5K -242 -3%
KBC Group
99
KBC Group
Belgium
$1.68M – – –
JMPWA
100
JP Morgan Private Wealth Advisors
California
$1.61M +$898K +4,996 +132%
2 3
4
5 6

WDFC Hedge Fund Activity: Q3 2019 in Review

282 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2019, worth a combined $2.22B — up 16% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WDFC positions and 23 closed out — a net gain of 4 holders — while 89 added to existing stakes and 81 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $32.3M. The largest seller was Invesco, cutting an estimated $16.9M.

  • 282 institutional investors held WD-40 (WDFC) as of Q3 2019, up from 278 in Q2 2019.
  • Funds reported $2.22B of WD-40 stock for Q3 2019, up 16% quarter-over-quarter.
  • 27 funds opened new WD-40 positions in Q3 2019 and 23 closed out, a net change of +4 holders.
  • The largest WD-40 buyer in Q3 2019 was Neuberger Berman Group, an estimated $32.3M added.
  • The largest WD-40 seller in Q3 2019 was Invesco, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2019.