WDFC icon

WD-40
WDFC

Overview Fund Activity

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
Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.61%
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

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$69.1M
2
WG
2
Winton Group
United Kingdom
$11.7M
3
BlackRock
3
BlackRock
New York
$399M
4
KOCAA
4
Knights of Columbus Asset Advisors
Connecticut
$4.6M
5
AIM
5
Artemis Investment Management
United Kingdom
$4.55M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$790K
3
Bank of America
3
Bank of America
North Carolina
$7.52M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70.1M
5
GKIM
5
GW&K Investment Management
Massachusetts
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
251
Sutton Wealth Advisors
Florida
$33.6K – – –
APWM
252
Atlas Private Wealth Management
New York
$30K +$30K +152 New
HIA
253
Harbor Investment Advisory
Maryland
$29K +$29K +150 New
BCA
254
Berman Capital Advisors
Georgia
$28K – – –
AssetMark Inc
255
AssetMark Inc
California
$25K -$6.5K -33 -21%
PHK
256
Point72 Hong Kong
Hong Kong
$22K +$22K +112 New
IA
257
IFP Advisors
Florida
$21K – – –
GDP
258
Great Diamond Partners
Maine
$21K +$21K +109 New
FHA
259
First Horizon Advisors
Tennessee
$20K -$4.86K -26 -20%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$20K -$3.81K -20 -16%
TCOV
261
Trust Company of Vermont
Vermont
$19K – – –
MAWCM
262
Mine & Arao Wealth Creation & Management
California
$19K +$19K +100 New
TIM
263
Tortoise Investment Management
New York
$17K – – –
ONST
264
Old North State Trust
North Carolina
$14K -$5.44K -28 -28%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$12K -$352K -1,761 -97%
WEC
266
Winslow Evans & Crocker
Massachusetts
$12K – – –
HGWM
267
Harvest Group Wealth Management
Massachusetts
$11K – – –
VCM
268
Versant Capital Management
Arizona
$10K – – –
VAIA
269
Virtus Alternative Investment Advisers
Connecticut
$10K +$10K +50 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$8K +$1.71K +9 +27%
SA
271
SRH Advisors
Kansas
$7K – – –
IFAM
272
Institutional & Family Asset Management
Colorado
$7K – – –
EWM
273
EPG Wealth Management
Georgia
$6K +$6K +30 New
SFS
274
Sowell Financial Services
Arkansas
$5K – – –
S
275
SignatureFD
Georgia
$4K – – –
9 10
11
12 13