We are live on ! Find out more

284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
76
Reik & Co
New York
$2.97M
TG
77
TCW Group
California
$2.89M
FL
78
Fort LP
Maryland
$2.76M -$61.2K -325 -2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.75M +$524K +2,779 +24%
UBS AM
80
UBS AM
Illinois
$2.69M +$96.3K +511 +4%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$2.54M +$2.47M +13,084 New
KAM
82
Karani Asset Management
New York
$2.53M +$2.46M +13,035 New
AG
83
Aperio Group
California
$2.44M +$16.6K +88 +0.7%
Holocene Advisors
84
Holocene Advisors
New York
$2.4M +$338K +1,793 +17%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$2.12M +$278K +1,475 +16%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$2.12M +$754 +4 +0%
AAM
87
Arabesque Asset Management
United Kingdom
$2.12M +$2.05M +10,900 New
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$2.05M +$103K +545 +5%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$2.01M -$36.9K -196 -2%
AIG
90
American International Group
New York
$1.93M -$50.7K -269 -3%
BUB
91
BBVA USA Bancshares
Texas
$1.92M +$1.86M +9,885 New
Aviva
92
Aviva
United Kingdom
$1.91M +$1.86M +9,845 New
SRAM
93
Spouting Rock Asset Management
Pennsylvania
$1.86M +$1.81M +9,594 New
HW
94
Hancock Whitney
Mississippi
$1.86M +$2.26K +12 +0.1%
TPSF
95
Texas Permanent School Fund
Texas
$1.82M +$5.65K +30 +0.3%
RA
96
Royce & Associates
New York
$1.82M -$108K -575 -6%
BAMF
97
BI Asset Management Fondsmaeglerselskab
Denmark
$1.79M +$1.74M +9,227 New
ASRS
98
Arizona State Retirement System
Arizona
$1.77M -$1.32M -6,986 -43%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1.72M
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$1.66M +$115K +610 +8%

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.