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WD-40
WDFC

289 hedge funds and large institutions have $2.11B invested in WD-40 in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 78

42% more call options, than puts

Call options by funds: $9.84M | Put options by funds: $6.95M

0.93% less ownership

Funds ownership: 91% → 90.08% (-0.93%)

4% less funds holding

Funds holding: 300 → 289 (-11)

8% less capital invested

Capital invested by funds: $2.3B → $2.11B (-$193M)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
289
Holders Change
-11
Holders Change %
-3.67%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
111
Reduced
78
Closed
36
Calls
$9.84M
Puts
$6.95M
Net Calls
+$2.9M
Net Calls Change
+$111K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8M
2
Norges Bank
Norges Bank
Norway
+$11M
3
Ameriprise
Ameriprise
Minnesota
+$10.7M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.4M
5
BlackRock
BlackRock
New York
+$8.45M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$98.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$13.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.2M
5
Morgan Stanley
Morgan Stanley
New York
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
176
Nomura Holdings
Japan
$355K +$365K +2,069 New
ANTB
177
AMG National Trust Bank
Colorado
$346K – – –
UB
178
UMB Bank
Missouri
$339K – – –
SC
179
Schulhoff & Co
Ohio
$321K – – –
ProShare Advisors
180
ProShare Advisors
Maryland
$319K +$9.87K +56 +3%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$315K -$12.7K -72 -4%
SCM
182
Silvant Capital Management
Georgia
$315K – – –
BAM
183
Bruderman Asset Management
New York
$304K +$9.87K +56 +3%
OC
184
Oarsman Capital
Wisconsin
$302K – – –
RCM
185
Riverhead Capital Management
Delaware
$302K – – –
SAM
186
Sawgrass Asset Management
Florida
$287K +$881 +5 +0.3%
ECM
187
ExodusPoint Capital Management
New York
$284K +$296K +1,678 New
US Bancorp
188
US Bancorp
Minnesota
$281K – – –
AIM
189
Assured Investment Management
New York
$274K +$285K +1,618 New
NA
190
Neuburgh Advisers
California
$266K – – –
RHJA
191
Rice Hall James & Associates
California
$263K – – –
SDIC
192
South Dakota Investment Council
South Dakota
$256K +$266K +1,510 New
FAAS
193
First Allied Advisory Services
California
$254K -$4.23K -24 -2%
SCM
194
Stonebridge Capital Management
California
$254K – – –
PAI
195
Pittenger & Anderson Inc
Nebraska
$252K -$37.9K -215 -13%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$252K -$12.7K -72 -5%
Creative Planning
197
Creative Planning
Kansas
$251K +$529 +3 +0.2%
CCM
198
Coldstream Capital Management
Washington
$242K -$15K -85 -6%
CBT
199
Capital Bank & Trust
California
$237K – – –
RWP
200
RWA Wealth Partners
Massachusetts
$232K – – –
6 7
8
9 10

WDFC Hedge Fund Activity: Q1 2019 in Review

289 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2019, worth a combined $2.11B — down 8.4% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WDFC and 27 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 111 added.

The largest buyer was Vanguard Group, adding an estimated $12.8M. The largest seller was Parnassus Investments, cutting an estimated $98.8M.

  • 289 institutional investors held WD-40 (WDFC) as of Q1 2019, down from 300 in Q4 2018.
  • Funds reported $2.11B of WD-40 stock for Q1 2019, down 8.4% quarter-over-quarter.
  • 27 funds opened new WD-40 positions in Q1 2019 and 36 closed out, a net change of -9 holders.
  • The largest WD-40 buyer in Q1 2019 was Vanguard Group, an estimated $12.8M added.
  • The largest WD-40 seller in Q1 2019 was Parnassus Investments, an estimated $98.8M sold.

Based on aggregated 13F filings for Q1 2019.