WD-40
WDFC
197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
50% more call options, than puts
Call options by funds: $214K | Put options by funds: $143K
24% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 51
9% more capital invested
Capital invested by funds: $931M → $1.02B (+$88.3M)
9% more funds holding
Funds holding: 180 → 197 (+17)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$12.8M |
| 2 |
Renaissance Technologies
New York
|
+$5.36M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.26M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$2.75M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$15M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.2M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$5.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.25M |
| 5 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$3.2M |
WDFC Hedge Fund Activity: Q4 2015 in Review
197 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2015, worth a combined $1.02B — up 9.5% from $931M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WDFC positions and 13 closed out — a net gain of 19 holders — while 63 added to existing stakes and 51 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $12.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $15M.
- 197 institutional investors held WD-40 (WDFC) as of Q4 2015, up from 180 in Q3 2015.
- Funds reported $1.02B of WD-40 stock for Q4 2015, up 9.5% quarter-over-quarter.
- 32 funds opened new WD-40 positions in Q4 2015 and 13 closed out, a net change of +19 holders.
- The largest WD-40 buyer in Q4 2015 was William Blair Investment Management, an estimated $12.8M added.
- The largest WD-40 seller in Q4 2015 was Lord, Abbett & Co, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2015.