WD-40
WDFC
160 hedge funds and large institutions have $704M invested in WD-40 in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
18% more capital invested
Capital invested by funds: $595M → $704M (+$110M)
16% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 50
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$7.31M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.26M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.55M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$4.34M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$11.6M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$9.66M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.41M |
| 4 |
Morgan Stanley
New York
|
-$3.26M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$2.44M |
WDFC Hedge Fund Activity: Q3 2013 in Review
160 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2013, worth a combined $704M — up 18% from $595M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WDFC positions and 11 closed out — a net gain of 7 holders — while 58 added to existing stakes and 50 trimmed.
The largest buyer was THB Asset Management, adding an estimated $7.31M. 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 $704M of WD-40 stock for Q3 2013, up 18% 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 THB Asset Management, an estimated $7.31M 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.