WD-40
WDFC
207 hedge funds and large institutions have $1.13B invested in WD-40 in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $1.02B → $1.13B (+$112M)
5% more funds holding
Funds holding: 197 → 207 (+10)
4% more call options, than puts
Call options by funds: $104K | Put options by funds: $100K
2% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$13.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.22M |
| 3 |
Renaissance Technologies
New York
|
+$4.9M |
| 4 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$4.44M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.8M |
| 2 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$8.26M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.35M |
| 4 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$3.85M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.96M |
WDFC Hedge Fund Activity: Q1 2016 in Review
207 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2016, worth a combined $1.13B — up 11% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WDFC positions and 15 closed out — a net gain of 12 holders — while 67 added to existing stakes and 66 trimmed.
The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $13.7M. The largest seller was Wells Fargo, cutting an estimated $18.8M.
- 207 institutional investors held WD-40 (WDFC) as of Q1 2016, up from 197 in Q4 2015.
- Funds reported $1.13B of WD-40 stock for Q1 2016, up 11% quarter-over-quarter.
- 27 funds opened new WD-40 positions in Q1 2016 and 15 closed out, a net change of +12 holders.
- The largest WD-40 buyer in Q1 2016 was Robeco Institutional Asset Management, an estimated $13.7M added.
- The largest WD-40 seller in Q1 2016 was Wells Fargo, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2016.