WD-40
WDFC
169 hedge funds and large institutions have $887M invested in WD-40 in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
70% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $673K
23% more capital invested
Capital invested by funds: $722M → $887M (+$165M)
4% more funds holding
Funds holding: 163 → 169 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
33% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$6.83M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.52M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$2.46M |
| 4 |
Renaissance Technologies
New York
|
+$2.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$15.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.61M |
| 3 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$2.87M |
| 4 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$1.93M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.56M |
WDFC Hedge Fund Activity: Q4 2014 in Review
169 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2014, worth a combined $887M — up 23% from $722M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WDFC positions and 12 closed out — a net gain of 10 holders — while 41 added to existing stakes and 61 trimmed.
The largest buyer was William Blair & Company, adding an estimated $6.83M. The largest seller was Virtus Fund Advisers, cutting an estimated $15.1M.
- 169 institutional investors held WD-40 (WDFC) as of Q4 2014, up from 163 in Q3 2014.
- Funds reported $887M of WD-40 stock for Q4 2014, up 23% quarter-over-quarter.
- 22 funds opened new WD-40 positions in Q4 2014 and 12 closed out, a net change of +10 holders.
- The largest WD-40 buyer in Q4 2014 was William Blair & Company, an estimated $6.83M added.
- The largest WD-40 seller in Q4 2014 was Virtus Fund Advisers, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2014.