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WD-40
WDFC

160 hedge funds and large institutions have $715M invested in WD-40 in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $594M → $715M (+$122M)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

4% more funds holding

Funds holding: 154 → 160 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less call options, than puts

Call options by funds: $45K | Put options by funds: $65K

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
59
Reduced
49
Closed
11
Calls
$45K
Puts
$65K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
EAM
Edge Asset Management
Washington
+$8.57M
2
TAM
THB Asset Management
Connecticut
+$7.31M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.26M
4
BFA
BlackRock Fund Advisors
California
+$4.55M
5
SCM
SG Capital Management
Illinois
+$4.34M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$11.6M
2
SB
Suntrust Banks
Georgia
-$9.66M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.41M
4
Morgan Stanley
Morgan Stanley
New York
-$3.26M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parnassus Investments
1
Parnassus Investments
California
$73.5M +$77.5K +1,300 +0.1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$68.4M -$636K -10,681 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.5M +$793K +13,313 +1%
BFA
4
BlackRock Fund Advisors
California
$51.4M +$4.55M +76,373 +11%
SB
5
Suntrust Banks
Georgia
$50.9M -$9.66M -162,090 -17%
Wells Fargo
6
Wells Fargo
California
$34.2M -$1.8M -30,137 -5%
BIT
7
BlackRock Institutional Trust
California
$28.3M -$511K -8,569 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$24M -$470K -7,879 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$23.8M +$2.03M +34,000 +10%
GKIM
10
GW&K Investment Management
Massachusetts
$21.4M +$2.66M +44,636 +16%
State Street
11
State Street
Massachusetts
$20.7M -$464K -7,786 -2%
RP
12
Regal Partners
Australia
$19.8M -$1.62M -27,118 -8%
EAM
13
Edge Asset Management
Washington
$17.2M +$8.57M +143,808 +100%
Northern Trust
14
Northern Trust
Illinois
$15.7M -$600K -10,072 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.7M +$498K +8,351 +4%
TAM
16
THB Asset Management
Connecticut
$12.4M +$7.31M +122,751 +178%
Norges Bank
17
Norges Bank
Norway
$9.88M – – –
BCA
18
Bernzott Capital Advisors
California
$8.8M +$23.8K +400 +0.3%
HIM
19
Hermes Investment Management
United Kingdom
$7.43M – – –
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$7.17M +$6.26M +105,069 +1,928%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.45M +$70.7K +1,186 +1%
TCIM
22
TIAA CREF Investment Management
New York
$5.44M -$124K -2,085 -2%
Ameriprise
23
Ameriprise
Minnesota
$5.32M +$35.6K +597 +0.7%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.04M +$180K +3,025 +4%
SCM
25
SG Capital Management
Illinois
$4.73M +$4.34M +72,863 New
1
2 3 4 5

WDFC Hedge Fund Activity: Q3 2013 in Review

160 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2013, worth a combined $715M — up 20% from $594M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WDFC positions and 11 closed out — a net gain of 7 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $8.57M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $11.6M sold.

  • 160 institutional investors held WD-40 (WDFC) as of Q3 2013, up from 154 in Q2 2013.
  • Funds reported $715M of WD-40 stock for Q3 2013, up 20% quarter-over-quarter.
  • 18 funds opened new WD-40 positions in Q3 2013 and 11 closed out, a net change of +7 holders.
  • The largest WD-40 buyer in Q3 2013 was Edge Asset Management, an estimated $8.57M added.
  • The largest WD-40 seller in Q3 2013 was Vaughan Nelson Investment Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2013.