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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
SSA
201
Schonfeld Strategic Advisors
New York
$248K +$240K +1,276 New
RB
202
Rodgers Brothers
Pennsylvania
$243K
CGH
203
Crossmark Global Holdings
Texas
$242K -$236K -1,250 -50%
SCM
204
Shelton Capital Management
Colorado
$238K -$12.2K -65 -5%
PAM
205
Panagora Asset Management
Massachusetts
$234K +$89.3K +474 +65%
AIP
206
Ameritas Investment Partners
Nebraska
$233K +$11.7K +62 +5%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$17K -90 -7%
WA
208
WBH Advisory
Maryland
$228K
HCM
209
Hollencrest Capital Management
California
$227K
SRAM
210
Stone Ridge Asset Management
New York
$225K
Fidelity Investments
211
Fidelity Investments
Massachusetts
$220K +$2.45K +13 +1%
BCA
212
Bay Colony Advisors
Massachusetts
$220K +$217K +1,151 New
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$213K +$207K +1,097 New
SFO
214
Stokes Family Office
Louisiana
$213K +$207K +1,098 New
CAN
215
Cetera Advisor Networks
California
$212K
WSFS
216
Wilmington Savings Fund Society
Delaware
$202K +$196K +1,040 New
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$162K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$156K -$6.03K -32 -4%
SO
219
STRS Ohio
Ohio
$155K +$18.8K +100 +14%
APA
220
American Portfolios Advisors
New York
$152K -$565 -3 -0.4%
QI
221
QS Investors
New York
$136K
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$134K
ASN
223
Advisory Services Network
Georgia
$127K
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$123K -$6.6K -35 -5%
AIM
225
Acropolis Investment Management
Missouri
$116K

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.