WD-40
WDFC
228 hedge funds and large institutions have $1.41B invested in WD-40 in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
15% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 62
10% more capital invested
Capital invested by funds: $1.27B → $1.41B (+$133M)
7% more funds holding
Funds holding: 214 → 228 (+14)
4.23% more ownership
Funds ownership: 81.21% → 85.43% (+4.2%)
4% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.33M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$26.8M |
| 2 |
RP
Regal Partners
Sydney, NSW,
Australia
|
+$9.12M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$6.72M |
| 4 |
JP Morgan Chase
New York
|
+$4.49M |
| 5 |
BlackRock
New York
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$5.64M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$3.9M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$2.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.73M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
-$1.6M |
WDFC Hedge Fund Activity: Q4 2017 in Review
228 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2017, worth a combined $1.41B — up 10% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WDFC positions and 19 closed out — a net gain of 14 holders — while 71 added to existing stakes and 62 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $26.8M. The largest seller was Aberdeen Group, cutting an estimated $5.64M.
- 228 institutional investors held WD-40 (WDFC) as of Q4 2017, up from 214 in Q3 2017.
- Funds reported $1.41B of WD-40 stock for Q4 2017, up 10% quarter-over-quarter.
- 33 funds opened new WD-40 positions in Q4 2017 and 19 closed out, a net change of +14 holders.
- The largest WD-40 buyer in Q4 2017 was Kayne Anderson Rudnick Investment Management, an estimated $26.8M added.
- The largest WD-40 seller in Q4 2017 was Aberdeen Group, an estimated $5.64M sold.
Based on aggregated 13F filings for Q4 2017.