WD-40
WDFC
215 hedge funds and large institutions have $1.24B invested in WD-40 in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
27% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $1.38M
7% more funds holding
Funds holding: 201 → 215 (+14)
9% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $1.27B → $1.24B (-$30.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.1M |
| 2 |
Goldman Sachs
New York
|
+$10.8M |
| 3 |
Neuberger Berman Group
New York
|
+$8.12M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$5.16M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
-$8.77M |
| 2 |
Renaissance Technologies
New York
|
-$7.26M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$6.32M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$5.76M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.22M |
WDFC Hedge Fund Activity: Q3 2016 in Review
215 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2016, worth a combined $1.24B — down 2.4% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WDFC positions and 11 closed out — a net gain of 14 holders — while 72 added to existing stakes and 66 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $12.1M. The largest seller was Riverhead Capital Management, cutting an estimated $8.77M.
- 215 institutional investors held WD-40 (WDFC) as of Q3 2016, up from 201 in Q2 2016.
- Funds reported $1.24B of WD-40 stock for Q3 2016, down 2.4% quarter-over-quarter.
- 25 funds opened new WD-40 positions in Q3 2016 and 11 closed out, a net change of +14 holders.
- The largest WD-40 buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $12.1M added.
- The largest WD-40 seller in Q3 2016 was Riverhead Capital Management, an estimated $8.77M sold.
Based on aggregated 13F filings for Q3 2016.