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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M -$63.9K -339 -4%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$1.57M -$23.9K -127 -2%
WTC
103
WhitTier Trust Company
Nevada
$1.48M +$305K +1,619 +27%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$1.43M
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$1.41M +$1.05M +5,588 +336%
Citigroup
106
Citigroup
New York
$1.38M -$1.06M -5,645 -44%
Squarepoint
107
Squarepoint
New York
$1.34M +$1.3M +6,894 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.32M +$232K +1,233 +22%
TCM
109
TD Capital Management
Tennessee
$1.32M
AWM
110
Avior Wealth Management
Nebraska
$1.31M +$24.5K +130 +2%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$1.28M -$5.03M -26,686 -80%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$550K -2,920 -31%
LSC
113
Lyon Street Capital
California
$1.26M -$283K -1,500 -19%
MIM
114
MetLife Investment Management
New Jersey
$1.16M
TAM
115
Tocqueville Asset Management
New York
$1.16M
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.08M
PI
117
PineBridge Investments
New York
$1.05M -$729K -3,869 -42%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$1.03M -$657K -3,485 -40%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1.01M +$910K +4,829 +1,229%
DY
120
Dowling & Yahnke
California
$979K
WCM
121
Weld Capital Management
New York
$962K +$934K +4,956 New
MSA
122
Mason Street Advisors
Wisconsin
$927K +$20.9K +111 +2%
PAG
123
Private Advisor Group
New Jersey
$925K -$30.2K -160 -3%
BI
124
Bredin Investment
Delaware
$921K
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$918K -$69.7K -370 -7%

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.