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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
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$549K -$5.28K -28 -1%
LPL Financial
152
LPL Financial
California
$539K +$47.3K +251 +10%
VRS
153
Virginia Retirement Systems
Virginia
$524K -$377K -2,000 -43%
AB
154
Amalgamated Bank
New York
$518K +$22.8K +121 +5%
VFA
155
Voya Financial Advisors
Connecticut
$512K +$24.3K +129 +5%
OSIA
156
O'Shares Investment Advisers
Massachusetts
$482K +$6.41K +34 +1%
HF
157
HRT Financial
New York
$480K +$102K +543 +28%
ACM
158
Allred Capital Management
Texas
$478K -$565 -3 -0.1%
CAM
159
Cozad Asset Management
Illinois
$477K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$473K +$69.3K +368 +18%
PAI
161
Pittenger & Anderson Inc
Nebraska
$465K
ProShare Advisors
162
ProShare Advisors
Maryland
$435K +$61.6K +327 +17%
CEP
163
Chicago Equity Partners
Illinois
$405K -$302K -1,600 -43%
CSS
164
Cubist Systematic Strategies
Connecticut
$405K +$173K +918 +79%
ANTB
165
AMG National Trust Bank
Colorado
$396K
HighTower Advisors
166
HighTower Advisors
Illinois
$373K +$43K +228 +13%
AA
167
ALPS Advisors
Colorado
$372K -$15.8K -84 -4%
SC
168
Schulhoff & Co
Ohio
$368K
SG Americas Securities
169
SG Americas Securities
New York
$364K -$3.4M -18,026 -91%
Walleye Trading
170
Walleye Trading
New York
$363K +$352K +1,870 New
SCM
171
Silvant Capital Management
Georgia
$361K
RFC
172
Regions Financial Corp
Alabama
$356K +$346K +1,834 New
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$354K +$4.9K +26 +1%
RHBC
174
R.H. Bluestein & Co
Michigan
$349K
OC
175
Oarsman Capital
Wisconsin
$347K

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.