WD-40
WDFC
175 hedge funds and large institutions have $916M invested in WD-40 in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 10 closing their positions.
200% more call options, than puts
Call options by funds: $680K | Put options by funds: $227K
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 174 → 175 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $926M → $916M (-$9.52M)
15% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 62
Top Buyers
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$5.94M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.66M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$2.98M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$2.97M |
| 5 |
Renaissance Technologies
New York
|
+$2.55M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
176
Russell Frank Company
Seattle,
Washington
| – | -$634K | -7,155 | Closed |
|
177
Two Sigma Advisers
New York
| – | -$536K | -6,056 | Closed |
|
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$476K | -5,374 | Closed |
|
179
Millennium Management
New York
| – | -$402K | -4,545 | Closed |
|
180
ProShare Advisors
Bethesda,
Maryland
| – | -$289K | -3,263 | Closed |
|
181
Creative Planning
Overland Park,
Kansas
| – | -$160K | -1,804 | Closed |
|
|
OSAM
182
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$28.9K | -341 | -99% |
|
183
Simplex Trading
Chicago,
Illinois
| – | -$14.1K | -167 | -98% |
|
|
GT
184
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$8K | -100 | Closed |
|
|
IWMPD
185
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$1K | -12 | Closed |
|
WDFC Hedge Fund Activity: Q2 2015 in Review
175 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2015, worth a combined $916M — down 1% from $926M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WDFC positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 62 trimmed.
The largest buyer was William Blair & Company, adding an estimated $5.94M. The largest seller was THB Asset Management, cutting an estimated $5.48M.
- 175 institutional investors held WD-40 (WDFC) as of Q2 2015, up from 174 in Q1 2015.
- Funds reported $916M of WD-40 stock for Q2 2015, down 1% quarter-over-quarter.
- 11 funds opened new WD-40 positions in Q2 2015 and 10 closed out, a net change of +1 holder.
- The largest WD-40 buyer in Q2 2015 was William Blair & Company, an estimated $5.94M added.
- The largest WD-40 seller in Q2 2015 was THB Asset Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q2 2015.