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WD-40
WDFC

244 hedge funds and large institutions have $1.81B invested in WD-40 in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $1.57B → $1.81B (+$239M)

5% more funds holding

Funds holding: 233 → 244 (+11)

3.59% more ownership

Funds ownership: 85.41% → 89% (+3.6%)

7% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.98M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
71
Reduced
72
Closed
12
Calls
$4.25M
Puts
$3.98M
Net Calls
+$274K
Net Calls Change
-$991K

Top Buyers

1
BlackRock
BlackRock
New York
+$18.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.49M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.75M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.12M
2
UBS Group
UBS Group
Switzerland
-$4.8M
3
WCA
Waratah Capital Advisors
Ontario, Canada
-$3.29M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$664K +$4.13K +30 +0.7%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$657K +$60.7K +441 +11%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$646K +$16.5K +120 +3%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$628K – – –
CTC
105
Central Trust Company
Missouri
$627K – – –
TYCC
106
Texas Yale Capital Corp
Florida
$608K +$573K +4,160 New
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$596K +$2.07K +15 +0.4%
Victory Capital Management
108
Victory Capital Management
Texas
$596K +$76.8K +558 +16%
MSA
109
Mason Street Advisors
Wisconsin
$587K +$19.3K +140 +4%
ERSOT
110
Employees Retirement System of Texas
Texas
$585K – – –
GBBWRPM
111
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$585K – – –
MERSOM
112
Municipal Employees' Retirement System of Michigan
Michigan
$573K -$229K -1,660 -30%
SG Americas Securities
113
SG Americas Securities
New York
$548K +$325K +2,358 +170%
PG
114
PEAK6 Group
Illinois
$544K +$512K +3,718 New
6M
115
6 Meridian
Kansas
$543K -$13.9K -101 -3%
GWM
116
Geneos Wealth Management
Colorado
$534K – – –
VIA
117
Vident Investment Advisory
Georgia
$500K +$42.1K +306 +10%
FA
118
FDx Advisors
Illinois
$497K -$230K -1,670 -33%
XK
119
Xact Kapitalforvaltning
Sweden
$478K – – –
PIA
120
Piedmont Investment Advisors
North Carolina
$474K +$34.6K +251 +8%
RHBC
121
R.H. Bluestein & Co
Michigan
$439K – – –
SDIC
122
South Dakota Investment Council
South Dakota
$439K – – –
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$438K -$70K -508 -15%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$430K -$20.7K -150 -5%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$430K +$405K +2,943 New
3 4
5
6 7

WDFC Hedge Fund Activity: Q2 2018 in Review

244 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2018, worth a combined $1.81B — up 15% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WDFC positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Wells Fargo, cutting an estimated $6.12M.

  • 244 institutional investors held WD-40 (WDFC) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.81B of WD-40 stock for Q2 2018, up 15% quarter-over-quarter.
  • 24 funds opened new WD-40 positions in Q2 2018 and 12 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q2 2018 was BlackRock, an estimated $18.2M added.
  • The largest WD-40 seller in Q2 2018 was Wells Fargo, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2018.