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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 %
MAWCM
251
Mine & Arao Wealth Creation & Management
California
$19K – – –
PA
252
Parallel Advisors
California
$19K +$15.2K +81 +405%
TIM
253
Tortoise Investment Management
New York
$16K – – –
RWA
254
Ropes Wealth Advisors
Massachusetts
$16K +$16K +86 New
TCOV
255
Trust Company of Vermont
Vermont
$14K – – –
LC
256
Lindbrook Capital
California
$14K +$583 +3 +4%
ONST
257
Old North State Trust
North Carolina
$14K +$14K +72 New
MAM
258
Meeder Asset Management
Ohio
$13K +$183 +1 +1%
CWC
259
Carolinas Wealth Consulting
North Carolina
$13K +$8.48K +45 +188%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$11K – – –
S
261
SignatureFD
Georgia
$10K +$4.26K +23 +74%
CFO
262
CVA Family Office
Colorado
$9K – – –
VCM
263
Versant Capital Management
Arizona
$9K – – –
CFGS
264
Concourse Financial Group Securities
Alabama
$9K +$9K +45 New
GKIM
265
GW&K Investment Management
Massachusetts
$8K -$18.9M -101,557 -100%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$8K -$195 -1 -2%
ST
267
Smithfield Trust
Pennsylvania
$8K +$8K +43 New
IFAM
268
Institutional & Family Asset Management
Colorado
$7K – – –
QCG
269
Quadrant Capital Group
Ohio
$7K +$1.26K +7 +22%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +35 New
SA
271
SRH Advisors
Kansas
$6K – – –
SFS
272
Sowell Financial Services
Arkansas
$5K – – –
CYG
273
Clean Yield Group
Vermont
$5K +$5K +24 New
CA
274
Crewe Advisors
Utah
$5K +$5K +28 New
GAM
275
Gemmer Asset Management
California
$4K – – –
9 10
11
12 13