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WD-40
WDFC

Overview Fund Activity

287 hedge funds and large institutions have $2.25B invested in WD-40 in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
287
Holders Change
-9
Holders Change %
-3.04%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
91
Reduced
93
Closed
38
Calls
$5.11M
Puts
$15.5M
Net Calls
-$10.4M
Net Calls Change
-$7.89M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$34.5M
2
PPA
2
Parametric Portfolio Associates
Washington
$14.4M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$88.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
RP
1
Regal Partners
Australia
$0
2
GKIM
2
GW&K Investment Management
Massachusetts
$8K
3
NAM
3
Nissay Asset Management
Japan
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.54M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
226
North Star Investment Management
Illinois
$95K – – –
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$95K – – –
CG
228
Cutler Group
California
$75K +$56.3K +300 +300%
SPIA
229
Steward Partners Investment Advisory
New York
$74K +$2.85K +15 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
230
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$73K +$2.45K +13 +3%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$72K – – –
FHA
232
Flagship Harbor Advisors
Massachusetts
$65K +$4.91K +26 +8%
HNB
233
Huntington National Bank
Ohio
$64K – – –
AF
234
Allworth Financial
California
$59K +$188 +1 +0.3%
MA
235
MUFG Americas
New York
$57K – – –
WT
236
Washington Trust
Rhode Island
$57K – – –
CFFP
237
Center for Financial Planning
Michigan
$57K +$19K +100 +50%
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K -$1.71K -9 -4%
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K – – –
Simplex Trading
240
Simplex Trading
Illinois
$36K -$1.32K -7 -4%
RE
241
RBC Europe
United Kingdom
$35K – – –
TPWA
242
TRUE Private Wealth Advisors
Oregon
$34K – – –
SWA
243
Sutton Wealth Advisors
Florida
$32.8K – – –
APWM
244
Atlas Private Wealth Management
New York
$29K – – –
HIA
245
Harbor Investment Advisory
Maryland
$28K – – –
BCA
246
Berman Capital Advisors
Georgia
$28K – – –
VAIA
247
Virtus Alternative Investment Advisers
Connecticut
$23K +$11.4K +57 +98%
TPCW
248
TD Private Client Wealth
New York
$20.3K – – –
IA
249
IFP Advisors
Florida
$20K – – –
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
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10
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