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WD-40
WDFC

282 hedge funds and large institutions have $2.22B invested in WD-40 in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $9.36M

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $1.91B → $2.22B (+$306M)

1% more funds holding

Funds holding: 278 → 282 (+4)

1.01% more ownership

Funds ownership: 87.1% → 88.11% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

Holders
282
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
89
Reduced
81
Closed
23
Calls
$11.4M
Puts
$9.36M
Net Calls
+$2.02M
Net Calls Change
-$1.46M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$32.3M
2
APG Asset Management
APG Asset Management
Netherlands
+$26M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.72M
4
RI
Redwood Investments
Massachusetts
+$6.74M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$16.9M
2
Ameriprise
Ameriprise
Minnesota
-$15.6M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$9.79M
4
BTS
BB&T Securities
Virginia
-$8.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$824K -$149K -828 -16%
TYCC
127
Texas Yale Capital Corp
Florida
$809K – – –
RJA
128
Raymond James & Associates
Florida
$787K -$48.2K -268 -6%
CTC
129
Central Trust Company
Missouri
$787K – – –
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$756K -$3.6K -20 -0.5%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$752K – – –
GBBWRPM
132
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$734K – – –
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$727K +$11K +61 +2%
OTPPB
134
Ontario Teachers' Pension Plan Board
Ontario, Canada
$696K +$682K +3,790 New
CEP
135
Chicago Equity Partners
Illinois
$676K – – –
GWM
136
Geneos Wealth Management
Colorado
$665K – – –
BF
137
BOK Financial
Oklahoma
$644K +$1.08K +6 +0.2%
AG
138
Advisor Group
Arizona
$628K +$29.7K +165 +5%
MCIM
139
Meadow Creek Investment Management
Georgia
$612K – – –
ACM
140
AlphaCrest Capital Management
New York
$606K -$252K -1,400 -30%
XK
141
Xact Kapitalforvaltning
Sweden
$599K – – –
ECM
142
Everence Capital Management
Indiana
$598K +$119K +660 +25%
OAM
143
Oxford Asset Management
United Kingdom
$584K +$572K +3,180 New
LI
144
Leap Investments
Illinois
$569K +$557K +3,100 New
EMG
145
Ellington Management Group
Connecticut
$532K +$521K +2,900 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$525K – – –
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$525K – – –
CMANY
148
Capital Management Associates (New York)
New York
$519K -$18K -100 -3%
WSC
149
Wellington Shields & Co
New York
$519K +$508K +2,825 New
EP
150
Elkfork Partners
Oregon
$504K – – –
4 5
6
7 8

WDFC Hedge Fund Activity: Q3 2019 in Review

282 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2019, worth a combined $2.22B — up 16% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WDFC positions and 23 closed out — a net gain of 4 holders — while 89 added to existing stakes and 81 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $32.3M. The largest seller was Invesco, cutting an estimated $16.9M.

  • 282 institutional investors held WD-40 (WDFC) as of Q3 2019, up from 278 in Q2 2019.
  • Funds reported $2.22B of WD-40 stock for Q3 2019, up 16% quarter-over-quarter.
  • 27 funds opened new WD-40 positions in Q3 2019 and 23 closed out, a net change of +4 holders.
  • The largest WD-40 buyer in Q3 2019 was Neuberger Berman Group, an estimated $32.3M added.
  • The largest WD-40 seller in Q3 2019 was Invesco, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2019.