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175 hedge funds and large institutions have $916M invested in WD-40 in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $680K | Put options by funds: $227K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 174175 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $926M → $916M (-$9.52M)

15% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 62

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
53
Reduced
62
Closed
10
Calls
$680K
Puts
$227K
Net Calls
+$453K
Net Calls Change
+$551K
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
1
Parnassus Investments
California
$109M -$3.17M -37,475 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.7M +$2.36M +27,918 +3%
BFA
3
BlackRock Fund Advisors
California
$70.7M -$2.35M -27,775 -3%
William Blair & Company
4
William Blair & Company
Illinois
$68.2M +$5.94M +70,123 +10%
Renaissance Technologies
5
Renaissance Technologies
New York
$48.7M +$2.55M +30,100 +6%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$46.8M -$263K -3,107 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$40.2M +$305K +3,596 +0.8%
Wells Fargo
8
Wells Fargo
California
$36.1M +$3.66M +43,224 +12%
BIT
9
BlackRock Institutional Trust
California
$31.9M -$2.18M -25,743 -7%
GKIM
10
GW&K Investment Management
Massachusetts
$28.4M -$856K -10,110 -3%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$26.7M -$373K -4,400 -1%
State Street
12
State Street
Massachusetts
$26.1M -$791K -9,345 -3%
RP
13
Regal Partners
Australia
$24.3M +$48.9K +578 +0.2%
VFA
14
Virtus Fund Advisers
Connecticut
$19.2M -$831K -9,812 -4%
Northern Trust
15
Northern Trust
Illinois
$16.6M +$178K +2,105 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.5M -$681K -8,047 -4%
EAM
17
Edge Asset Management
Washington
$14.6M +$2.97M +35,089 +26%
Norges Bank
18
Norges Bank
Norway
$11M -$8.47K -100 -0.1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.22M -$295K -3,478 -3%
AAM
20
Aberdeen Asset Management
United Kingdom
$7.59M +$2.98M +35,200 +68%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.49M -$181K -2,136 -2%
Ameriprise
22
Ameriprise
Minnesota
$7.45M -$53.3K -629 -0.7%
HIM
23
Hermes Investment Management
United Kingdom
$7.43M +$474K +5,598 +7%
TCIM
24
TIAA CREF Investment Management
New York
$6.38M +$254 +3 +0%
CS
25
Credit Suisse
Switzerland
$5.74M +$195K +2,303 +4%

WDFC Hedge Fund Activity: Q2 2015 in Review

175 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2015, worth a combined $916M — down 1% from $926M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WDFC positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 62 trimmed.

The largest buyer was William Blair & Company, adding an estimated $5.94M. The largest seller was THB Asset Management, cutting an estimated $5.48M.

  • 175 institutional investors held WD-40 (WDFC) as of Q2 2015, up from 174 in Q1 2015.
  • Funds reported $916M of WD-40 stock for Q2 2015, down 1% quarter-over-quarter.
  • 11 funds opened new WD-40 positions in Q2 2015 and 10 closed out, a net change of +1 holder.
  • The largest WD-40 buyer in Q2 2015 was William Blair & Company, an estimated $5.94M added.
  • The largest WD-40 seller in Q2 2015 was THB Asset Management, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2015.