WD-40
WDFC
163 hedge funds and large institutions have $722M invested in WD-40 in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 71 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 170 → 163 (-7)
13% less capital invested
Capital invested by funds: $829M → $722M (-$107M)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
39% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 71
92% less call options, than puts
Call options by funds: $116K | Put options by funds: $1.52M
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.85M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$4.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.85M |
| 4 |
Morgan Stanley
New York
|
+$1.21M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.08M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$10.6M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$3.26M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$2.91M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$2.5M |
| 5 |
CONA
Capital One National Association
New York
|
-$2.31M |
WDFC Hedge Fund Activity: Q3 2014 in Review
163 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2014, worth a combined $722M — down 13% from $829M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of WDFC and 9 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 43 added.
The largest buyer was First Trust Advisors, adding an estimated $4.85M. The largest seller was Norges Bank, cutting an estimated $10.6M.
- 163 institutional investors held WD-40 (WDFC) as of Q3 2014, down from 170 in Q2 2014.
- Funds reported $722M of WD-40 stock for Q3 2014, down 13% quarter-over-quarter.
- 9 funds opened new WD-40 positions in Q3 2014 and 14 closed out, a net change of -5 holders.
- The largest WD-40 buyer in Q3 2014 was First Trust Advisors, an estimated $4.85M added.
- The largest WD-40 seller in Q3 2014 was Norges Bank, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2014.