WD-40
WDFC
166 hedge funds and large institutions have $843M invested in WD-40 in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 19 closing their positions.
4% more capital invested
Capital invested by funds: $810M → $843M (+$33M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 175 → 166 (-9)
29% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 66
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $776K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.4M |
| 2 |
RP
Regal Partners
Sydney, NSW,
Australia
|
+$2.97M |
| 3 |
Renaissance Technologies
New York
|
+$2.56M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.54M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$9.92M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.42M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.71M |
| 4 |
Morgan Stanley
New York
|
-$2.59M |
| 5 |
Goldman Sachs
New York
|
-$1.96M |
WDFC Hedge Fund Activity: Q1 2014 in Review
166 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2014, worth a combined $843M — up 4.1% from $810M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WDFC and 10 opened new positions — a net loss of 9 holders — while 66 trimmed existing stakes and 47 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $15.4M. The largest seller was Suntrust Banks, cutting an estimated $9.92M.
- 166 institutional investors held WD-40 (WDFC) as of Q1 2014, down from 175 in Q4 2013.
- Funds reported $843M of WD-40 stock for Q1 2014, up 4.1% quarter-over-quarter.
- 10 funds opened new WD-40 positions in Q1 2014 and 19 closed out, a net change of -9 holders.
- The largest WD-40 buyer in Q1 2014 was T. Rowe Price Associates, an estimated $15.4M added.
- The largest WD-40 seller in Q1 2014 was Suntrust Banks, an estimated $9.92M sold.
Based on aggregated 13F filings for Q1 2014.