WD-40
WDFC
289 hedge funds and large institutions have $2.11B invested in WD-40 in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 36 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 78
42% more call options, than puts
Call options by funds: $9.84M | Put options by funds: $6.95M
0.84% less ownership
Funds ownership: 91% → 90.16% (-0.84%)
4% less funds holding
Funds holding: 300 → 289 (-11)
8% less capital invested
Capital invested by funds: $2.31B → $2.11B (-$196M)
25% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 36
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.7M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$10.4M |
| 5 |
BlackRock
New York
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$98.8M |
| 2 |
Renaissance Technologies
New York
|
-$13.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.2M |
| 5 |
Morgan Stanley
New York
|
-$2.95M |
WDFC Hedge Fund Activity: Q1 2019 in Review
289 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2019, worth a combined $2.11B — down 8.5% from $2.31B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WDFC and 27 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 112 added.
The largest buyer was Vanguard Group, adding an estimated $12.8M. The largest seller was Parnassus Investments, cutting an estimated $98.8M.
- 289 institutional investors held WD-40 (WDFC) as of Q1 2019, down from 300 in Q4 2018.
- Funds reported $2.11B of WD-40 stock for Q1 2019, down 8.5% quarter-over-quarter.
- 27 funds opened new WD-40 positions in Q1 2019 and 36 closed out, a net change of -9 holders.
- The largest WD-40 buyer in Q1 2019 was Vanguard Group, an estimated $12.8M added.
- The largest WD-40 seller in Q1 2019 was Parnassus Investments, an estimated $98.8M sold.
Based on aggregated 13F filings for Q1 2019.