WD-40
WDFC
212 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 21 closing their positions.
20% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $1.58M
1.51% more ownership
Funds ownership: 80.74% → 82.25% (+1.5%)
9% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 65
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
4% less funds holding
Funds holding: 220 → 212 (-8)
6% less capital invested
Capital invested by funds: $1.34B → $1.26B (-$78.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$185M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$14.4M |
| 3 |
Neuberger Berman Group
New York
|
+$11.5M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$6.02M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$20.7M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$11.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.98M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$5.96M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$3.91M |
WDFC Hedge Fund Activity: Q1 2017 in Review
212 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2017, worth a combined $1.26B — down 5.9% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of WDFC and 20 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 71 added.
The largest buyer was BlackRock, adding an estimated $185M. The largest seller was William Blair Investment Management, cutting an estimated $20.7M.
- 212 institutional investors held WD-40 (WDFC) as of Q1 2017, down from 220 in Q4 2016.
- Funds reported $1.26B of WD-40 stock for Q1 2017, down 5.9% quarter-over-quarter.
- 20 funds opened new WD-40 positions in Q1 2017 and 21 closed out, a net change of -1 holder.
- The largest WD-40 buyer in Q1 2017 was BlackRock, an estimated $185M added.
- The largest WD-40 seller in Q1 2017 was William Blair Investment Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2017.