WD-40
WDFC
233 hedge funds and large institutions have $1.57B invested in WD-40 in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 21 closing their positions.
69% more call options, than puts
Call options by funds: $3.11M | Put options by funds: $1.84M
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
12% more capital invested
Capital invested by funds: $1.41B → $1.57B (+$165M)
2% more funds holding
Funds holding: 228 → 233 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 68
0.03% less ownership
Funds ownership: 85.43% → 85.41% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.6M |
| 2 |
BlackRock
New York
|
+$5.11M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.68M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.64M |
| 5 |
Neuberger Berman Group
New York
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$7.48M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$6.2M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.92M |
| 5 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$1.67M |
WDFC Hedge Fund Activity: Q1 2018 in Review
233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2018, worth a combined $1.57B — up 12% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new WDFC positions and 21 closed out — a net gain of 8 holders — while 68 added to existing stakes and 68 trimmed.
The largest buyer was Ameriprise, adding an estimated $26.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.48M.
- 233 institutional investors held WD-40 (WDFC) as of Q1 2018, up from 228 in Q4 2017.
- Funds reported $1.57B of WD-40 stock for Q1 2018, up 12% quarter-over-quarter.
- 29 funds opened new WD-40 positions in Q1 2018 and 21 closed out, a net change of +8 holders.
- The largest WD-40 buyer in Q1 2018 was Ameriprise, an estimated $26.6M added.
- The largest WD-40 seller in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $7.48M sold.
Based on aggregated 13F filings for Q1 2018.