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284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.45M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $2.22B → $2.36B (+$143M)

4% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 81

0.91% more ownership

Funds ownership: 88.11%89.02% (+0.91%)

1% more funds holding

Funds holding: 282284 (+2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$399M +$7.62M +40,416 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M +$4.13M +21,903 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$184M +$3.69M +19,581 +2%
Ameriprise
4
Ameriprise
Minnesota
$94.1M -$8.95M -47,472 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$87.8M -$653K -3,467 -0.8%
State Street
6
State Street
Massachusetts
$81.7M +$848K +4,499 +1%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$81.4M -$1.31M -6,951 -2%
RP
8
Regal Partners
Australia
$70.7M -$111K -587 -0.2%
Renaissance Technologies
9
Renaissance Technologies
New York
$70.1M -$5.67M -30,100 -8%
APG Asset Management
10
APG Asset Management
Netherlands
$69.1M +$23.5M +124,631 +45%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$67.8M +$2.22M +11,790 +3%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$50.4M -$714K -3,788 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$38.9M +$698K +3,704 +2%
Northern Trust
14
Northern Trust
Illinois
$38.3M -$1.14M -6,029 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.2M -$1.67M -8,841 -4%
Man Group
16
Man Group
United Kingdom
$35.4M -$371K -1,967 -1%
Wells Fargo
17
Wells Fargo
California
$29.6M +$1.24M +6,593 +5%
Invesco
18
Invesco
Georgia
$28M +$1.23M +6,533 +5%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$27.7M -$3.15M -16,724 -10%
Federated Hermes
20
Federated Hermes
Pennsylvania
$24.2M +$240K +1,274 +1%
Norges Bank
21
Norges Bank
Norway
$23.8M
Principal Financial Group
22
Principal Financial Group
Iowa
$22.6M +$87.3K +463 +0.4%
RI
23
Redwood Investments
Massachusetts
$21.2M +$663K +3,516 +3%
Morgan Stanley
24
Morgan Stanley
New York
$19.8M +$1.82M +9,668 +10%
Charles Schwab
25
Charles Schwab
California
$19.7M +$305K +1,620 +2%

WDFC Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2019, worth a combined $2.36B — up 6.5% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WDFC positions and 29 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.

The largest buyer was APG Asset Management, adding an estimated $23.5M. The largest seller was Ameriprise, cutting an estimated $8.95M.

  • 284 institutional investors held WD-40 (WDFC) as of Q4 2019, up from 282 in Q3 2019.
  • Funds reported $2.36B of WD-40 stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 40 funds opened new WD-40 positions in Q4 2019 and 29 closed out, a net change of +11 holders.
  • The largest WD-40 buyer in Q4 2019 was APG Asset Management, an estimated $23.5M added.
  • The largest WD-40 seller in Q4 2019 was Ameriprise, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2019.