WD-40
WDFC
175 hedge funds and large institutions have $813M invested in WD-40 in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $715M → $813M (+$97.6M)
9% more funds holding
Funds holding: 160 → 175 (+15)
4% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $747K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.27M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.42M |
| 4 |
Renaissance Technologies
New York
|
+$2.24M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$16.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$10.6M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$7.57M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$4.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $878 | +$22.9K | +321 | +3% |
|
|
SCM
177
SG Capital Management
Chicago,
Illinois
| – | -$4.73M | -72,863 | Closed |
|
|
SFM
178
Systematic Financial Management
Teaneck,
New Jersey
| – | -$1.48M | -22,850 | Closed |
|
179
ProShare Advisors
Bethesda,
Maryland
| – | -$654K | -10,083 | Closed |
|
|
BAM
180
Bedlam Asset Management
London,
United Kingdom
| – | -$378K | -5,829 | Closed |
|
|
PG
181
PEAK6 Group
Chicago,
Illinois
| – | -$130K | -4,000 | Closed |
|
182
SG Americas Securities
New York
| – | -$137K | -2,110 | Closed |
|
|
CA
183
CapWealth Advisors
Franklin,
Tennessee
| – | -$104K | -1,600 | Closed |
|
|
PCM
184
Prelude Capital Management
New York
| – | -$36K | -550 | Closed |
|
|
TF
185
Trutina Financial
Bellevue,
Washington
| – | -$29K | -450 | Closed |
|
|
NES
186
New England Securities
New York
| – | -$19K | -300 | Closed |
|
WDFC Hedge Fund Activity: Q4 2013 in Review
175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2013, worth a combined $813M — up 14% from $715M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WDFC positions and 10 closed out — a net gain of 15 holders — while 59 added to existing stakes and 57 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $16.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $16.2M.
- 175 institutional investors held WD-40 (WDFC) as of Q4 2013, up from 160 in Q3 2013.
- Funds reported $813M of WD-40 stock for Q4 2013, up 14% quarter-over-quarter.
- 25 funds opened new WD-40 positions in Q4 2013 and 10 closed out, a net change of +15 holders.
- The largest WD-40 buyer in Q4 2013 was T. Rowe Price Associates, an estimated $16.3M added.
- The largest WD-40 seller in Q4 2013 was Kayne Anderson Rudnick Investment Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2013.