WD-40
WDFC
175 hedge funds and large institutions have $810M invested in WD-40 in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
15% more capital invested
Capital invested by funds: $704M → $810M (+$106M)
9% more funds holding
Funds holding: 160 → 175 (+15)
4% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $747K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.27M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.42M |
| 4 |
Renaissance Technologies
New York
|
+$2.24M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$16.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$7.57M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$4.73M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.48M |
WDFC Hedge Fund Activity: Q4 2013 in Review
175 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2013, worth a combined $810M — up 15% from $704M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WDFC positions and 10 closed out — a net gain of 15 holders — while 59 added to existing stakes and 57 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $16.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $16.2M.
- 175 institutional investors held WD-40 (WDFC) as of Q4 2013, up from 160 in Q3 2013.
- Funds reported $810M of WD-40 stock for Q4 2013, up 15% quarter-over-quarter.
- 25 funds opened new WD-40 positions in Q4 2013 and 10 closed out, a net change of +15 holders.
- The largest WD-40 buyer in Q4 2013 was T. Rowe Price Associates, an estimated $16.3M added.
- The largest WD-40 seller in Q4 2013 was Kayne Anderson Rudnick Investment Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2013.