WD-40
WDFC
300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.
122% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $9.93M
13% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 76
12% more funds holding
Funds holding: 267 → 300 (+33)
7% more capital invested
Capital invested by funds: $2.15B → $2.3B (+$152M)
0.87% more ownership
Funds ownership: 90.14% → 91% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$14.1M |
| 2 |
Neuberger Berman Group
New York
|
+$11.8M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$11.5M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$10.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$31.7M |
| 2 |
LIM
Lagoda Investment Management
New York
|
-$12.3M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$11.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.54M |
| 5 |
Bank of New York Mellon
New York
|
-$5.33M |
WDFC Hedge Fund Activity: Q4 2018 in Review
300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2018, worth a combined $2.3B — up 7.1% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WDFC positions and 27 closed out — a net gain of 33 holders — while 86 added to existing stakes and 76 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $14.1M. The largest seller was Conestoga Capital Advisors, cutting an estimated $31.7M.
- 300 institutional investors held WD-40 (WDFC) as of Q4 2018, up from 267 in Q3 2018.
- Funds reported $2.3B of WD-40 stock for Q4 2018, up 7.1% quarter-over-quarter.
- 60 funds opened new WD-40 positions in Q4 2018 and 27 closed out, a net change of +33 holders.
- The largest WD-40 buyer in Q4 2018 was OppenheimerFunds, an estimated $14.1M added.
- The largest WD-40 seller in Q4 2018 was Conestoga Capital Advisors, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2018.