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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
TFO
276
Tarbox Family Office
California
$4K +$942 +5 +38%
TWA
277
TCI Wealth Advisors
Arizona
$4K +$3.96K +21 New
TPCW
278
TD Private Client Wealth
New York
$3.21K -$565 -3 -16%
FBT
279
First Bank & Trust
South Dakota
$3K
PFBT
280
Parkside Financial Bank & Trust
Missouri
$3K +$753 +4 +40%
HGWM
281
Harvest Group Wealth Management
Massachusetts
$2K -$9.42K -50 -83%
Lazard Asset Management
282
Lazard Asset Management
New York
$2K
GWS
283
Glassman Wealth Services
Virginia
$1K -$188 -1 -20%
ClearBridge Investments
284
ClearBridge Investments
New York
$1K +$188 +1 New
PWMG
285
Prestige Wealth Management Group
New Jersey
$1K +$1.13K +6 New
NL
286
NWAM LLC
Washington
$261
WA
287
WBH Advisory
Maryland
$235
AIM
288
Artemis Investment Management
United Kingdom
-$4.55M -23,973 Closed
KOCAA
289
Knights of Columbus Asset Advisors
Connecticut
-$4.59M -23,671 Closed
TAM
290
Tocqueville Asset Management
New York
-$1.16M -5,970 Closed
PI
291
PineBridge Investments
New York
-$1.05M -5,406 Closed
WCM
292
Weld Capital Management
New York
-$962K -4,956 Closed
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
-$768K -3,958 Closed
SIM
294
Spark Investment Management
New York
-$743K -3,830 Closed
HF
295
HRT Financial
New York
-$480K -2,475 Closed
CEP
296
Chicago Equity Partners
Illinois
-$405K -2,085 Closed
AA
297
ALPS Advisors
Colorado
-$372K -1,915 Closed
Walleye Trading
298
Walleye Trading
New York
-$352K -1,870 Closed
PP
299
PDT Partners
New York
-$311K -1,600 Closed
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
-$305K -1,569 Closed

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.