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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M -$7.01K -39 -0.5%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.53M -$13.5K -75 -0.9%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$1.51M -$698K -3,879 -32%
LSC
104
Lyon Street Capital
California
$1.47M +$1.44M +8,000 New
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$1.46M +$97.5K +542 +7%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$1.35M – – –
Truist Financial
107
Truist Financial
North Carolina
$1.25M -$191K -1,063 -14%
SEI Investments
108
SEI Investments
Pennsylvania
$1.25M +$396K +2,203 +48%
TCM
109
TD Capital Management
Tennessee
$1.24M -$180K -1,000 -13%
AWM
110
Avior Wealth Management
Nebraska
$1.21M -$62.9K -350 -5%
BIM
111
Bridges Investment Management
Nebraska
$1.2M – – –
WTC
112
WhitTier Trust Company
Nevada
$1.1M +$169K +940 +19%
MIM
113
MetLife Investment Management
New Jersey
$1.1M -$91.5K -509 -8%
TAM
114
Tocqueville Asset Management
New York
$1.1M – – –
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.02M -$10.3K -57 -1%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.02M +$18K +100 +2%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$936K – – –
DY
118
Dowling & Yahnke
California
$925K -$691K -3,840 -43%
WSCM
119
Wellington Shields Capital Management
New York
$915K -$108K -599 -11%
PAG
120
Private Advisor Group
New Jersey
$904K -$19.2K -107 -2%
BI
121
Bredin Investment
Delaware
$871K – – –
VRS
122
Virginia Retirement Systems
Virginia
$863K -$989K -5,500 -54%
MSA
123
Mason Street Advisors
Wisconsin
$856K +$10.3K +57 +1%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$855K -$12.2K -68 -1%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$824K +$15.5K +86 +2%
3 4
5
6 7

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.