WD-40
WDFC
220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.
80.74% more ownership
Funds ownership: 0% → 80.74% (+81%)
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
8% more capital invested
Capital invested by funds: $1.24B → $1.34B (+$95.2M)
2% more funds holding
Funds holding: 215 → 220 (+5)
2% more call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.08M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$11.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.99M |
| 4 |
Neuberger Berman Group
New York
|
+$6.12M |
| 5 |
CONA
Capital One National Association
New York
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.73M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$7.92M |
| 3 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$4.56M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.59M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$3.22M |
WDFC Hedge Fund Activity: Q4 2016 in Review
220 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 7.7% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.
- 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
- Funds reported $1.34B of WD-40 stock for Q4 2016, up 7.7% quarter-over-quarter.
- 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
- The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
- The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.
Based on aggregated 13F filings for Q4 2016.