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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
176
King Wealth Management Group
Florida
$344K +$100K +533 +43%
CMANY
177
Capital Management Associates (New York)
New York
$340K -$203K -1,075 -38%
US Bancorp
178
US Bancorp
Minnesota
$322K +$2.26K +12 +0.7%
HWM
179
Howard Wealth Management
Connecticut
$318K +$309K +1,640 New
PP
180
PDT Partners
New York
$311K +$302K +1,600 New
AAS
181
Avantax Advisory Services
Texas
$310K +$300K +1,592 New
CB
182
Commerce Bank
Missouri
$305K -$155K -822 -34%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$305K -$76.5K -406 -21%
PA
184
Profund Advisors
Maryland
$305K +$14.3K +76 +5%
SDIC
185
South Dakota Investment Council
South Dakota
$293K
CAM
186
Congress Asset Management
Massachusetts
$292K
SCM
187
Stonebridge Capital Management
California
$291K
Creative Planning
188
Creative Planning
Kansas
$288K +$754 +4 +0.3%
RHJA
189
Rice Hall James & Associates
California
$282K
Baird Financial Group
190
Baird Financial Group
Wisconsin
$276K -$37.7K -200 -12%
CIM
191
CIM Investment Management
Pennsylvania
$272K -$207K -1,097 -44%
CBT
192
Capital Bank & Trust
California
$272K
HSBC Holdings
193
HSBC Holdings
United Kingdom
$268K +$260K +1,379 New
RWP
194
RWA Wealth Partners
Massachusetts
$266K
First Manhattan
195
First Manhattan
New York
$262K
MFG
196
Magnus Financial Group
New York
$261K
SPC
197
Sigma Planning Corp
Michigan
$258K -$45.2K -240 -15%
CCM
198
Coldstream Capital Management
Washington
$252K -$6.22K -33 -2%
NL
199
NWAM LLC
Washington
$252K
AI
200
Atria Investments
North Carolina
$251K +$244K +1,293 New

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.