WD-40
WDFC
214 hedge funds and large institutions have $1.27B invested in WD-40 in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 18 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 59
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
1% more capital invested
Capital invested by funds: $1.26B → $1.27B (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less ownership
Funds ownership: 81.21% → 81.21% (-0%)
0% less funds holding
Funds holding: 215 → 214 (-1)
20% less call options, than puts
Call options by funds: $2.7M | Put options by funds: $3.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$13M |
| 2 |
Neuberger Berman Group
New York
|
+$8.56M |
| 3 |
RP
Regal Partners
Sydney, NSW,
Australia
|
+$3.88M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.54M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$23.1M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.27M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$4.75M |
| 4 |
CONA
Capital One National Association
New York
|
-$3.82M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.63M |
WDFC Hedge Fund Activity: Q3 2017 in Review
214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2017, worth a combined $1.27B — up 1.1% 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 70 added to existing stakes and 59 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $13M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $23.1M.
- 214 institutional investors held WD-40 (WDFC) as of Q3 2017, down from 215 in Q2 2017.
- Funds reported $1.27B of WD-40 stock for Q3 2017, up 1.1% quarter-over-quarter.
- 21 funds opened new WD-40 positions in Q3 2017 and 18 closed out, a net change of +3 holders.
- The largest WD-40 buyer in Q3 2017 was Conestoga Capital Advisors, an estimated $13M added.
- The largest WD-40 seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2017.