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WD-40
WDFC

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 212 → 215 (+3)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0% more capital invested

Capital invested by funds: $1.26B → $1.26B (+$633K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.04% less ownership

Funds ownership: 82.25% → 81.21% (-1%)

14% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.05M

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.6M
2
LIM
Lagoda Investment Management
New York
+$7.09M
3
Wells Fargo
Wells Fargo
California
+$6.74M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$6.24M
5
CCA
Cobblestone Capital Advisors
New York
+$5.29M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$58.4M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$8.58M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.91M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
5
CS
Credit Suisse
Switzerland
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
176
Gradient Investments
Minnesota
$55K +$53.2K +500 New
DADC
177
D.A. Davidson & Co
Montana
$52K -$42.6K -400 -46%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$45K – – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$42K -$71K -667 -64%
RFM
180
Royal Fund Management
Florida
$35K – – –
PAM
181
Panagora Asset Management
Massachusetts
$34K -$46.6K -438 -59%
AF
182
Allworth Financial
California
$34K +$106 +1 +0.3%
IA
183
IFP Advisors
Florida
$34K +$10.6K +100 +49%
MA
184
MUFG Americas
New York
$33K – – –
OAM
185
Oppenheimer Asset Management
New York
$28K +$426 +4 +2%
IDBONY
186
Israel Discount Bank of New York
New York
$25K -$1.06K -10 -4%
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
SWA
188
Sutton Wealth Advisors
Florida
$19.1K – – –
AssetMark Inc
189
AssetMark Inc
California
$19K – – –
JFA
190
JNBA Financial Advisors
Minnesota
$19K – – –
Federated Hermes
191
Federated Hermes
Pennsylvania
$19K +$1.49K +14 +9%
CG
192
Cutler Group
California
$17K -$319 -3 -2%
LF
193
Lee Financial
Texas
$17K – – –
First Manhattan
194
First Manhattan
New York
$16K – – –
GT
195
Glenmede Trust
Pennsylvania
$15K – – –
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MCA
197
Mercer Capital Advisers
New Jersey
$13K – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$13K +$106 +1 +0.9%
TCOV
199
Trust Company of Vermont
Vermont
$11K – – –
VCM
200
Versant Capital Management
Arizona
$11K – – –
6 7
8
9 10

WDFC Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2017, worth a combined $1.26B — up 0.05% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WDFC positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $13.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $58.4M sold.

  • 215 institutional investors held WD-40 (WDFC) as of Q2 2017, up from 212 in Q1 2017.
  • Funds reported $1.26B of WD-40 stock for Q2 2017, up 0.05% quarter-over-quarter.
  • 21 funds opened new WD-40 positions in Q2 2017 and 18 closed out, a net change of +3 holders.
  • The largest WD-40 buyer in Q2 2017 was Neuberger Berman Group, an estimated $13.6M added.
  • The largest WD-40 seller in Q2 2017 was William Blair Investment Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q2 2017.