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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
RE
251
RBC Europe
United Kingdom
$37.2K -$37.7K -200 -52%
TCOV
252
Trust Company of Vermont
Vermont
$35K +$14.1K +75 +75%
SWA
253
Sutton Wealth Advisors
Florida
$34.7K
QCG
254
Quadrant Capital Group
Ohio
$33K -$46.3K -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 +$2.64K +14 +13%
VAIA
260
Virtus Alternative Investment Advisers
Connecticut
$22K +$11.7K +62 +124%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$21K
IA
262
IFP Advisors
Florida
$21K
FHA
263
First Horizon Advisors
Tennessee
$20K -$753 -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 -$25K -133 -66%
WEC
267
Winslow Evans & Crocker
Massachusetts
$12K
CFO
268
CVA Family Office
Colorado
$10K +$9.42K +50 New
VCM
269
Versant Capital Management
Arizona
$9K -$753 -4 -8%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$8K
IFAM
271
Institutional & Family Asset Management
Colorado
$7K
SA
272
SRH Advisors
Kansas
$7K
S
273
SignatureFD
Georgia
$7K +$2.64K +14 +67%
EWM
274
EPG Wealth Management
Georgia
$6K
SFS
275
Sowell Financial Services
Arkansas
$5K

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.