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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
TCOV
201
Trust Company of Vermont
Vermont
$12K
VCM
202
Versant Capital Management
Arizona
$11K
TIM
203
Tortoise Investment Management
New York
$10K
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$10K +$9.12K +83 New
Simplex Trading
205
Simplex Trading
Illinois
$8K +$8.13K +74 New
JIC
206
Joel Isaacson & Co
New York
$7K
MWM
207
MinichMacGregor Wealth Management
New York
$7K +$110 +1 +2%
WEC
208
Winslow Evans & Crocker
Massachusetts
$6.43K
HNB
209
Huntington National Bank
Ohio
$4K
SA
210
SRH Advisors
Kansas
$4K
IWA
211
IBEX Wealth Advisors
New Jersey
$4K +$4.72K +43 New
WTB
212
Washington Trust Bank
Washington
$3K
MCM
213
MV Capital Management
Maryland
$2K
SIC
214
Salem Investment Counselors
North Carolina
$2K +$2.2K +20 New
GT
215
Glenmede Trust
Pennsylvania
$2K +$2.75K +25 New
QI
216
QS Investors
New York
$1K
WA
217
WealthTrust-Arizona
Arizona
$1K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K +$988 +9 New
Retirement Systems of Alabama
219
Retirement Systems of Alabama
Alabama
-$4.56M -40,598 Closed
Lord, Abbett & Co
220
Lord, Abbett & Co
New Jersey
-$3.59M -31,903 Closed
OC
221
Oppenheimer & Co
New York
-$1.92M -17,092 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
-$1.03M -9,154 Closed
DTL
223
Dynamic Technology Lab
Singapore
-$846K -7,523 Closed
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
-$638K -5,672 Closed
FQ
225
First Quadrant
California
-$616K -5,478 Closed

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.