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WD-40
WDFC

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 212 → 215 (+3)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0% more capital invested

Capital invested by funds: $1.26B → $1.26B (+$633K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.04% less ownership

Funds ownership: 82.25% → 81.21% (-1%)

14% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.05M

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.6M
2
LIM
Lagoda Investment Management
New York
+$7.09M
3
Wells Fargo
Wells Fargo
California
+$6.74M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$6.24M
5
CCA
Cobblestone Capital Advisors
New York
+$5.29M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$58.4M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$8.58M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.91M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
5
CS
Credit Suisse
Switzerland
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
126
Virtus Fund Advisers
Connecticut
$311K -$8.94K -84 -3%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$308K -$7.45K -70 -2%
O
128
OppenheimerFunds
New York
$305K -$106 -1 -0%
SOADOR
129
State of Alaska Department of Revenue
Alaska
$305K +$129K +1,208 +77%
SB
130
Suntrust Banks
Georgia
$284K +$61K +573 +29%
AQR Capital Management
131
AQR Capital Management
Connecticut
$278K – – –
CB
132
Commerce Bank
Missouri
$278K – – –
MAM
133
Martingale Asset Management
Massachusetts
$277K – – –
Two Sigma Advisers
134
Two Sigma Advisers
New York
$271K -$319K -3,000 -55%
ECM
135
Everence Capital Management
Indiana
$269K +$48.9K +460 +23%
RHJA
136
Rice Hall James & Associates
California
$259K – – –
UCFA
137
United Capital Financial Advisors
Texas
$251K -$7.34K -69 -3%
Allianz Asset Management
138
Allianz Asset Management
Germany
$249K +$240K +2,255 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$246K +$10.1K +95 +4%
TCM
140
Telos Capital Management
California
$238K -$2.66K -25 -1%
US Bancorp
141
US Bancorp
Minnesota
$233K +$36.5K +343 +19%
William Blair & Company
142
William Blair & Company
Illinois
$230K -$1.81M -17,001 -89%
VFA
143
Voya Financial Advisors
Connecticut
$228K +$221K +2,080 New
PAM
144
Paradigm Asset Management
New York
$226K -$149K -1,400 -41%
ANTB
145
AMG National Trust Bank
Colorado
$225K – – –
UB
146
UMB Bank
Missouri
$221K – – –
MCIM
147
Meadow Creek Investment Management
Georgia
$221K +$57.9K +544 +37%
VKH
148
Virtu KCG Holdings
New York
$214K -$7.87K -74 -4%
AB
149
Amalgamated Bank
New York
$213K +$6.92K +65 +3%
PAI
150
Pittenger & Anderson Inc
Nebraska
$212K -$10.6K -100 -5%
4 5
6
7 8

WDFC Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2017, worth a combined $1.26B — up 0.05% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WDFC positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $13.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $58.4M sold.

  • 215 institutional investors held WD-40 (WDFC) as of Q2 2017, up from 212 in Q1 2017.
  • Funds reported $1.26B of WD-40 stock for Q2 2017, up 0.05% quarter-over-quarter.
  • 21 funds opened new WD-40 positions in Q2 2017 and 18 closed out, a net change of +3 holders.
  • The largest WD-40 buyer in Q2 2017 was Neuberger Berman Group, an estimated $13.6M added.
  • The largest WD-40 seller in Q2 2017 was William Blair Investment Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q2 2017.