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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.

New
Increased
Maintained
Reduced
Closed

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 (+$103M)

2% more funds holding

Funds holding: 215220 (+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: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
1
Parnassus Investments
California
$153M -$762K -6,943 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M +$2.81M +25,554 +2%
BFA
3
BlackRock Fund Advisors
California
$129M +$15M +137,035 +14%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$84.8M +$1.37M +12,496 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$67.2M -$242K -2,200 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$57.2M -$506K -4,612 -0.9%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$52.1M +$4.3M +39,193 +10%
CWAM
8
Columbia Wanger Asset Management
Illinois
$50.5M -$1.33M -12,148 -3%
BIT
9
BlackRock Institutional Trust
California
$44.3M +$994K +9,055 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$41.8M +$6.12M +55,772 +18%
State Street
11
State Street
Massachusetts
$39.7M +$2.81M +25,556 +8%
AAM
12
Aberdeen Asset Management
United Kingdom
$33.3M +$11.5M +104,793 +58%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$26.6M +$2.66M +24,200 +12%
HIM
14
Hermes Investment Management
United Kingdom
$25M +$49.1K +447 +0.2%
RP
15
Regal Partners
Australia
$24M +$588K +5,354 +3%
Northern Trust
16
Northern Trust
Illinois
$23.2M -$397K -3,618 -2%
GKIM
17
GW&K Investment Management
Massachusetts
$17.8M -$7.92M -72,159 -32%
Norges Bank
18
Norges Bank
Norway
$15.9M
Ameriprise
19
Ameriprise
Minnesota
$15.8M +$1.25M +11,423 +9%
Invesco
20
Invesco
Georgia
$15.6M -$2.12M -19,268 -13%
CS
21
Credit Suisse
Switzerland
$13.5M +$7.99M +72,734 +169%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$13.3M -$31.4K -286 -0.3%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.2M +$687K +6,255 +6%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$12.8M -$3.22M -29,299 -21%
Wells Fargo
25
Wells Fargo
California
$11.2M +$476K +4,330 +5%

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% 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 8.3% 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.