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220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

80.74% more ownership

Funds ownership: 0%80.74% (+81%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

2% more funds holding

Funds holding: 215220 (+5)

2% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Bruderman Asset Management
New York
$374K -$659 -6 -0.2%
MSA
127
Mason Street Advisors
Wisconsin
$362K +$18.3K +167 +6%
VFA
128
Virtus Fund Advisers
Connecticut
$361K +$339K +3,085 New
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$351K -$1.08M -9,800 -77%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$351K +$11K +100 +3%
BF
131
BOK Financial
Oklahoma
$350K -$8.35K -76 -2%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$336K +$315K +2,868 New
GWM
133
Greenwich Wealth Management
Connecticut
$326K -$11K -100 -3%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$326K +$25.7K +234 +9%
UBS AM
135
UBS AM
Illinois
$309K -$435K -3,958 -60%
UCFA
136
United Capital Financial Advisors
Texas
$307K +$4.06K +37 +1%
ProShare Advisors
137
ProShare Advisors
Maryland
$301K +$283K +2,578 New
CB
138
Commerce Bank
Missouri
$299K -$91.1K -830 -25%
PA
139
Profund Advisors
Maryland
$292K +$274K +2,498 New
TCM
140
Telos Capital Management
California
$276K +$259K +2,360 New
RHJA
141
Rice Hall James & Associates
California
$275K
BA
142
BKS Advisors
Michigan
$273K
Allianz Asset Management
143
Allianz Asset Management
Germany
$268K -$24.2K -220 -9%
O
144
OppenheimerFunds
New York
$250K +$235K +2,142 New
MFS
145
MSI Financial Services
Massachusetts
$248K +$11K +100 +5%
ANTB
146
AMG National Trust Bank
Colorado
$239K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$239K +$879 +8 +0.4%
UB
148
UMB Bank
Missouri
$234K
SB
149
Suntrust Banks
Georgia
$233K
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$232K -$384K -3,493 -64%

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.

  • 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
  • Funds reported $1.34B of WD-40 stock for Q4 2016, up 8.3% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2016.