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WD-40
WDFC

244 hedge funds and large institutions have $1.81B invested in WD-40 in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $1.57B → $1.81B (+$239M)

5% more funds holding

Funds holding: 233 → 244 (+11)

3.59% more ownership

Funds ownership: 85.41% → 89% (+3.6%)

7% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.98M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
71
Reduced
72
Closed
12
Calls
$4.25M
Puts
$3.98M
Net Calls
+$274K
Net Calls Change
-$991K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.49M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.75M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.12M
2
UBS Group
UBS Group
Switzerland
-$4.8M
3
WCA
Waratah Capital Advisors
Ontario, Canada
-$3.29M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCIM
126
Meadow Creek Investment Management
Georgia
$423K – – –
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$418K – – –
VFA
128
Voya Financial Advisors
Connecticut
$417K -$34.2K -248 -8%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$415K -$35.4K -257 -8%
BF
130
BOK Financial
Oklahoma
$411K -$1.51K -11 -0.4%
CAM
131
Cozad Asset Management
Illinois
$409K +$385K +2,799 New
CGH
132
Crossmark Global Holdings
Texas
$405K +$38.6K +280 +11%
BAM
133
Bruderman Asset Management
New York
$398K -$97.5K -708 -21%
Millennium Management
134
Millennium Management
New York
$382K +$359K +2,609 New
WTC
135
WhitTier Trust Company
Nevada
$377K +$85.7K +622 +32%
AQR Capital Management
136
AQR Capital Management
Connecticut
$370K +$2.07K +15 +0.6%
USAA
137
United Services Automobile Association
Texas
$366K – – –
CB
138
Commerce Bank
Missouri
$361K -$1.38K -10 -0.4%
AWM
139
Avior Wealth Management
Nebraska
$351K – – –
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$350K – – –
EP
141
Elkfork Partners
Oregon
$348K – – –
PA
142
Profund Advisors
Maryland
$344K +$29.3K +213 +10%
ProShare Advisors
143
ProShare Advisors
Maryland
$329K +$6.47K +47 +2%
SEI Investments
144
SEI Investments
Pennsylvania
$328K +$5.23K +38 +2%
AB
145
Amalgamated Bank
New York
$326K +$32.8K +238 +12%
DTL
146
Dynamic Technology Lab
Singapore
$315K +$297K +2,154 New
US Bancorp
147
US Bancorp
Minnesota
$312K – – –
ECM
148
Everence Capital Management
Indiana
$300K -$53.7K -390 -16%
ANTB
149
AMG National Trust Bank
Colorado
$299K – – –
LPL Financial
150
LPL Financial
California
$298K -$3.58K -26 -1%
4 5
6
7 8

WDFC Hedge Fund Activity: Q2 2018 in Review

244 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2018, worth a combined $1.81B — up 15% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WDFC positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Wells Fargo, cutting an estimated $6.12M.

  • 244 institutional investors held WD-40 (WDFC) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.81B of WD-40 stock for Q2 2018, up 15% quarter-over-quarter.
  • 24 funds opened new WD-40 positions in Q2 2018 and 12 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q2 2018 was BlackRock, an estimated $18.2M added.
  • The largest WD-40 seller in Q2 2018 was Wells Fargo, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2018.