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220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

80.74% more ownership

Funds ownership: 0%80.74% (+81%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

2% more funds holding

Funds holding: 215220 (+5)

2% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
176
First Interstate Bank
Montana
$70K
LIA
177
LS Investment Advisors
Michigan
$62K
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K
WTC
179
WhitTier Trust Company
Nevada
$48K
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$47K
RFM
181
Royal Fund Management
Florida
$37K +$35.1K +320 New
AF
182
Allworth Financial
California
$35K
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$35K
MA
184
MUFG Americas
New York
$35K
WA
185
WFG Advisors
Texas
$35K
IA
186
IFP Advisors
Florida
$29K -$14.7K -134 -35%
IDBONY
187
Israel Discount Bank of New York
New York
$28K +$26K +237 New
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K
PA
189
Parallel Advisors
California
$23K +$21.4K +195 New
JFA
190
JNBA Financial Advisors
Minnesota
$21K -$26.9K -245 -58%
Federated Hermes
191
Federated Hermes
Pennsylvania
$21K +$110 +1 +0.6%
SWA
192
Sutton Wealth Advisors
Florida
$20.2K
AssetMark Inc
193
AssetMark Inc
California
$20K -$6.04K -55 -24%
LF
194
Lee Financial
Texas
$18K +$16.5K +150 New
TRCT
195
Tower Research Capital (TRC)
New York
$18K +$17K +155 New
First Manhattan
196
First Manhattan
New York
$17K
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$15K
MCA
198
Mercer Capital Advisers
New Jersey
$14K
FHA
199
First Horizon Advisors
Tennessee
$12K
SSB
200
Sandy Spring Bank
Maryland
$12K

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.

  • 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
  • Funds reported $1.34B of WD-40 stock for Q4 2016, up 8.3% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2016.