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288 hedge funds and large institutions have $2.46B invested in WD-40 in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

1% more funds holding

Funds holding: 284288 (+4)

4% more capital invested

Capital invested by funds: $2.36B → $2.46B (+$99.5M)

0.35% more ownership

Funds ownership: 89.02%89.37% (+0.35%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

4% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $17.1M

Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
35
Increased
92
Reduced
92
Closed
27
Calls
$16.4M
Puts
$17.1M
Net Calls
-$659K
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$132K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$130K -$317K -1,686 -69%
Macquarie Group
228
Macquarie Group
Australia
$125K +$62.9K +334 +117%
AIM
229
Acropolis Investment Management
Missouri
$121K
AF
230
Advisornet Financial
Minnesota
$107K
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$100K
GI
232
Gradient Investments
Minnesota
$100K
NSIM
233
North Star Investment Management
Illinois
$100K
AC
234
AlphaCore Capital
California
$86K +$80.2K +426 New
LIA
235
LS Investment Advisors
Michigan
$81K
GT
236
Glenmede Trust
Pennsylvania
$78K
Robeco Institutional Asset Management
237
Robeco Institutional Asset Management
Netherlands
$77K +$71.9K +382 New
SPIA
238
Steward Partners Investment Advisory
New York
$75K
CSS
239
Cubist Systematic Strategies
Connecticut
$70K -$327K -1,737 -83%
HNB
240
Huntington National Bank
Ohio
$68K
FHA
241
Flagship Harbor Advisors
Massachusetts
$64K +$188 +1 +0.3%
AF
242
Allworth Financial
California
$63K
MA
243
MUFG Americas
New York
$60K
WT
244
Washington Trust
Rhode Island
$60K +$56.5K +300 New
SF
245
Synovus Financial
Georgia
$58K
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$753 +4 +1%
DI
247
Disciplined Investments
Oklahoma
$41K
CAL
248
Capital Analysts LLC
Pennsylvania
$40K
CFFP
249
Center for Financial Planning
Michigan
$40K
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K

WDFC Hedge Fund Activity: Q1 2020 in Review

288 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2020, worth a combined $2.46B — up 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WDFC positions and 27 closed out — a net gain of 8 holders — while 92 added to existing stakes and 92 trimmed.

The largest buyer was APG Asset Management, adding an estimated $62.7M. The largest seller was Acadian Asset Management, cutting an estimated $21.1M.

  • 288 institutional investors held WD-40 (WDFC) as of Q1 2020, up from 284 in Q4 2019.
  • Funds reported $2.46B of WD-40 stock for Q1 2020, up 4.2% quarter-over-quarter.
  • 35 funds opened new WD-40 positions in Q1 2020 and 27 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q1 2020 was APG Asset Management, an estimated $62.7M added.
  • The largest WD-40 seller in Q1 2020 was Acadian Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.