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244 hedge funds and large institutions have $1.81B invested in WD-40 in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $1.57B → $1.81B (+$239M)

5% more funds holding

Funds holding: 233244 (+11)

3.59% more ownership

Funds ownership: 85.41%89% (+3.6%)

7% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $3.98M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
71
Reduced
72
Closed
12
Calls
$4.25M
Puts
$3.98M
Net Calls
+$274K
Net Calls Change
-$991K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Capital Bank & Trust
California
$205K
RWP
177
RWA Wealth Partners
Massachusetts
$200K +$7.02K +51 +4%
SAM
178
Sawgrass Asset Management
Florida
$200K +$189K +1,370 New
NA
179
Neuburgh Advisers
California
$199K
RE
180
RBC Europe
United Kingdom
$172K -$63.6K -462 -28%
AIP
181
Ameritas Investment Partners
Nebraska
$166K -$10.7K -78 -6%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$144K +$13.4K +97 +11%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$134K -$21.8K -158 -15%
BCA
184
Bay Colony Advisors
Massachusetts
$124K +$116K +845 New
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$123K -$504K -3,661 -81%
APA
186
American Portfolios Advisors
New York
$120K -$413 -3 -0.4%
PAM
187
Paradigm Asset Management
New York
$117K
FL
188
Fort LP
Maryland
$115K +$109K +789 New
TRCT
189
Tower Research Capital (TRC)
New York
$112K -$10.2K -74 -9%
AF
190
Advisornet Financial
Minnesota
$105K -$37.9K -275 -28%
ASN
191
Advisory Services Network
Georgia
$101K
FIB
192
First Interstate Bank
Montana
$88K
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$73K
GI
194
Gradient Investments
Minnesota
$73K
NSIM
195
North Star Investment Management
Illinois
$73K
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K
LIA
197
LS Investment Advisors
Michigan
$62K
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$59K
CAL
199
Capital Analysts LLC
Pennsylvania
$59K +$55.1K +400 New
PCG
200
Private Capital Group
Connecticut
$58K

WDFC Hedge Fund Activity: Q2 2018 in Review

244 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2018, worth a combined $1.81B — up 15% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WDFC positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Wells Fargo, cutting an estimated $6.12M.

  • 244 institutional investors held WD-40 (WDFC) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.81B of WD-40 stock for Q2 2018, up 15% quarter-over-quarter.
  • 24 funds opened new WD-40 positions in Q2 2018 and 12 closed out, a net change of +12 holders.
  • The largest WD-40 buyer in Q2 2018 was BlackRock, an estimated $18.2M added.
  • The largest WD-40 seller in Q2 2018 was Wells Fargo, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2018.