WD-40
WDFC
267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
55% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $6.59M
19% more capital invested
Capital invested by funds: $1.81B → $2.15B (+$340M)
9% more funds holding
Funds holding: 244 → 267 (+23)
1.14% more ownership
Funds ownership: 89% → 90.14% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$34.4M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$14.3M |
| 3 |
BlackRock
New York
|
+$11.5M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$9.42M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.1M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$5.05M |
| 3 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$4.26M |
| 4 |
Neuberger Berman Group
New York
|
-$4.04M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.1M |
WDFC Hedge Fund Activity: Q3 2018 in Review
267 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2018, worth a combined $2.15B — up 19% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WDFC positions and 13 closed out — a net gain of 27 holders — while 79 added to existing stakes and 81 trimmed.
The largest buyer was Federated Hermes, adding an estimated $34.4M. The largest seller was JP Morgan Chase, cutting an estimated $10.1M.
- 267 institutional investors held WD-40 (WDFC) as of Q3 2018, up from 244 in Q2 2018.
- Funds reported $2.15B of WD-40 stock for Q3 2018, up 19% quarter-over-quarter.
- 40 funds opened new WD-40 positions in Q3 2018 and 13 closed out, a net change of +27 holders.
- The largest WD-40 buyer in Q3 2018 was Federated Hermes, an estimated $34.4M added.
- The largest WD-40 seller in Q3 2018 was JP Morgan Chase, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2018.