WD-40
WDFC
170 hedge funds and large institutions have $829M invested in WD-40 in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 73 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
2% more funds holding
Funds holding: 166 → 170 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $846M → $829M (-$17.4M)
36% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$11.1M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$2.93M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.36M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.27M |
| 5 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$37.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$5.25M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.09M |
| 4 |
JP Morgan Chase
New York
|
-$2.08M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.81M |
WDFC Hedge Fund Activity: Q2 2014 in Review
170 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2014, worth a combined $829M — down 2.1% from $846M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WDFC positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 73 trimmed.
The largest buyer was Norges Bank, adding an estimated $11.1M. The largest seller was Suntrust Banks, cutting an estimated $37.7M.
- 170 institutional investors held WD-40 (WDFC) as of Q2 2014, up from 166 in Q1 2014.
- Funds reported $829M of WD-40 stock for Q2 2014, down 2.1% quarter-over-quarter.
- 10 funds opened new WD-40 positions in Q2 2014 and 6 closed out, a net change of +4 holders.
- The largest WD-40 buyer in Q2 2014 was Norges Bank, an estimated $11.1M added.
- The largest WD-40 seller in Q2 2014 was Suntrust Banks, an estimated $37.7M sold.
Based on aggregated 13F filings for Q2 2014.