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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 %
RE
251
RBC Europe
United Kingdom
$37.2K -$40.2K -200 -52%
TCOV
252
Trust Company of Vermont
Vermont
$35K +$15K +75 +75%
SWA
253
Sutton Wealth Advisors
Florida
$34.7K – – –
QCG
254
Quadrant Capital Group
Ohio
$33K -$49.8K -246 -60%
APWM
255
Atlas Private Wealth Management
New York
$31K – – –
HIA
256
Harbor Investment Advisory
Maryland
$30K – – –
BCA
257
Berman Capital Advisors
Georgia
$29K – – –
AssetMark Inc
258
AssetMark Inc
California
$26K – – –
PHK
259
Point72 Hong Kong
Hong Kong
$25K +$2.78K +14 +13%
VAIA
260
Virtus Alternative Investment Advisers
Connecticut
$22K +$12.2K +62 +124%
IA
261
IFP Advisors
Florida
$21K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
FHA
263
First Horizon Advisors
Tennessee
$20K -$777 -4 -4%
MAWCM
264
Mine & Arao Wealth Creation & Management
California
$20K – – –
TIM
265
Tortoise Investment Management
New York
$17K – – –
LC
266
Lindbrook Capital
California
$14K -$27K -133 -66%
WEC
267
Winslow Evans & Crocker
Massachusetts
$12K – – –
CFO
268
CVA Family Office
Colorado
$10K +$10K +50 New
VCM
269
Versant Capital Management
Arizona
$9K -$750 -4 -8%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$8K – – –
SA
271
SRH Advisors
Kansas
$7K – – –
IFAM
272
Institutional & Family Asset Management
Colorado
$7K – – –
S
273
SignatureFD
Georgia
$7K +$2.8K +14 +67%
EWM
274
EPG Wealth Management
Georgia
$6K – – –
SFS
275
Sowell Financial Services
Arkansas
$5K – – –
9 10
11
12 13