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WD-40
WDFC

Overview Fund Activity

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
Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.36%
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

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$147M
2
Bessemer Group
2
Bessemer Group
New Jersey
$16.7M
3
Millennium Management
3
Millennium Management
New York
$11.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$6.21M
5
State Street
5
State Street
Massachusetts
$90.6M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$47.5M
2
RP
2
Regal Partners
Australia
$52.3M
3
Man Group
3
Man Group
United Kingdom
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$81M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$132K – – –
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$130K -$291K -1,686 -69%
Macquarie Group
228
Macquarie Group
Australia
$125K +$67.3K +334 +117%
AIM
229
Acropolis Investment Management
Missouri
$121K – – –
AF
230
Advisornet Financial
Minnesota
$107K – – –
GI
231
Gradient Investments
Minnesota
$100K – – –
NSIM
232
North Star Investment Management
Illinois
$100K – – –
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$100K – – –
AC
234
AlphaCore Capital
California
$86K +$86K +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 +$77K +382 New
SPIA
238
Steward Partners Investment Advisory
New York
$75K – – –
CSS
239
Cubist Systematic Strategies
Connecticut
$70K -$348K -1,737 -83%
HNB
240
Huntington National Bank
Ohio
$68K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$64K +$202 +1 +0.3%
AF
242
Allworth Financial
California
$63K – – –
MA
243
MUFG Americas
New York
$60K – – –
WT
244
Washington Trust
Rhode Island
$60K +$60K +300 New
SF
245
Synovus Financial
Georgia
$58K – – –
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$797 +4 +1%
DI
247
Disciplined Investments
Oklahoma
$41K – – –
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
CAL
249
Capital Analysts LLC
Pennsylvania
$40K – – –
CFFP
250
Center for Financial Planning
Michigan
$40K – – –
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