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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$906K +$233K +1,238 +36%
COPPSERS
127
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$902K -$2.07K -11 -0.2%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$893K +$20K +106 +2%
TYCC
129
Texas Yale Capital Corp
Florida
$856K
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$845K -$25.8K -137 -3%
RJA
131
Raymond James & Associates
Florida
$819K -$13.8K -73 -2%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$815K +$15.1K +80 +2%
SEI Investments
133
SEI Investments
Pennsylvania
$803K -$499K -2,646 -39%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$795K
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$791K +$20.7K +110 +3%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$790K -$6.21M -32,960 -89%
GBBWRPM
137
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$777K
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$768K +$746K +3,958 New
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$765K +$270K +1,432 +57%
CTC
140
Central Trust Company
Missouri
$750K -$80.8K -429 -10%
SIM
141
Spark Investment Management
New York
$743K +$722K +3,830 New
GWM
142
Geneos Wealth Management
Colorado
$712K
WSCM
143
Wellington Shields Capital Management
New York
$696K -$264K -1,401 -28%
BF
144
BOK Financial
Oklahoma
$667K -$13.9K -74 -2%
XK
145
Xact Kapitalforvaltning
Sweden
$634K
ECM
146
Everence Capital Management
Indiana
$633K
Victory Capital Management
147
Victory Capital Management
Texas
$611K +$88.6K +470 +18%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$580K -$1.01M -5,372 -64%
Franklin Resources
149
Franklin Resources
California
$580K +$70.7K +375 +14%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$555K

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.