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WD-40
WDFC

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

50% more call options, than puts

Call options by funds: $214K | Put options by funds: $143K

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $930M → $1.02B (+$88.3M)

9% more funds holding

Funds holding: 180 → 197 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$12.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.36M
3
BFA
BlackRock Fund Advisors
California
+$4.26M
4
OC
Oppenheimer & Co
New York
+$2.75M
5
Invesco
Invesco
Georgia
+$1.52M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15M
2
Wells Fargo
Wells Fargo
California
-$13.2M
3
EAM
Edge Asset Management
Washington
-$5.41M
4
Bank of America
Bank of America
North Carolina
-$5.25M
5
SAM
Shell Asset Management
Netherlands
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$481K -$80.2K -826 -14%
CB
102
Commerce Bank
Missouri
$476K -$971 -10 -0.2%
ST
103
Semper Trust
Pennsylvania
$474K +$466K +4,800 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$464K +$456K +4,697 +58,713%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$460K – – –
Citigroup
106
Citigroup
New York
$431K +$39.3K +405 +10%
SBH
107
Segall Bryant & Hamill
Illinois
$421K -$10.4K -107 -2%
BF
108
BOK Financial
Oklahoma
$417K +$42.1K +434 +11%
FIM
109
Freedom Investment Management
Connecticut
$415K -$1.42M -14,651 -78%
RFC
110
Russell Frank Company
Washington
$407K +$390K +4,021 New
RCM
111
Riverhead Capital Management
Delaware
$404K +$262K +2,700 +193%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$395K -$1.03M -10,564 -73%
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$395K +$388K +4,000 New
Allianz Asset Management
114
Allianz Asset Management
Germany
$373K +$367K +3,780 New
NGA
115
Naples Global Advisors
Florida
$372K – – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$364K +$7.96K +82 +2%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$360K +$29.5K +304 +9%
Legal & General Group
118
Legal & General Group
United Kingdom
$332K +$58.2K +600 +22%
UBS Group
119
UBS Group
Switzerland
$331K +$131K +1,353 +68%
PAI
120
Pittenger & Anderson Inc
Nebraska
$327K +$199K +2,055 +163%
MAM
121
Martingale Asset Management
Massachusetts
$326K – – –
BFS
122
Bradley Foster & Sargent
Connecticut
$313K +$45.6K +470 +17%
Citadel Advisors
123
Citadel Advisors
Florida
$306K +$301K +3,103 New
VKH
124
Virtu KCG Holdings
New York
$305K +$300K +3,087 New
UB
125
UMB Bank
Missouri
$296K -$19.4K -200 -6%
3 4
5
6 7

WDFC Hedge Fund Activity: Q4 2015 in Review

197 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2015, worth a combined $1.02B — up 9.5% from $930M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WDFC positions and 13 closed out — a net gain of 19 holders — while 64 added to existing stakes and 50 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $12.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $15M.

  • 197 institutional investors held WD-40 (WDFC) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.02B of WD-40 stock for Q4 2015, up 9.5% quarter-over-quarter.
  • 32 funds opened new WD-40 positions in Q4 2015 and 13 closed out, a net change of +19 holders.
  • The largest WD-40 buyer in Q4 2015 was William Blair Investment Management, an estimated $12.8M added.
  • The largest WD-40 seller in Q4 2015 was Lord, Abbett & Co, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2015.