WDFC icon

WD-40
WDFC

Overview Fund Activity

296 hedge funds and large institutions have $2.46B invested in WD-40 in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+8
Holders Change %
+2.78%
% of All Funds
6.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
38
Increased
94
Reduced
94
Closed
29
Calls
$11.5M
Puts
$14M
Net Calls
-$2.54M
Net Calls Change
-$1.88M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$101M
2
GCM
2
Geneva Capital Management
Wisconsin
$34.9M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$21.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$313M
5
Ameriprise
5
Ameriprise
Minnesota
$93.1M

Top Sellers

1
RP
1
Regal Partners
Australia
$25.5M
2
RI
2
Redwood Investments
Massachusetts
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$16.5M
4
Millennium Management
4
Millennium Management
New York
$1.18M
5
CCA
5
Cobblestone Capital Advisors
New York
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
276
Institutional & Family Asset Management
Colorado
$7K – – –
QCG
277
Quadrant Capital Group
Ohio
$6K -$24.6K -131 -80%
S
278
SignatureFD
Georgia
$6K -$774 -4 -11%
SFS
279
Sowell Financial Services
Arkansas
$5K – – –
CWC
280
Carolinas Wealth Consulting
North Carolina
$5K +$5K +24 New
JWM
281
Janiczek Wealth Management
Colorado
$4K +$4K +19 New
GAM
282
Gemmer Asset Management
California
$4K +$4K +21 New
TWA
283
TCI Wealth Advisors
Arizona
$3K -$1.85K -8 -38%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$3K – – –
FBT
285
First Bank & Trust
South Dakota
$3K – – –
PA
286
Parallel Advisors
California
$3K +$3K +20 New
TFO
287
Tarbox Family Office
California
$2K -$1K -6 -33%
Lazard Asset Management
288
Lazard Asset Management
New York
$2K – – –
Toronto Dominion Bank
289
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +9 New
AII
290
AGF Investments Inc
Ontario, Canada
$2K +$2K +10 New
PWMG
291
Prestige Wealth Management Group
New Jersey
$1K -$500 -2 -33%
GWS
292
Glassman Wealth Services
Virginia
$1K – – –
HGWM
293
Harvest Group Wealth Management
Massachusetts
$1K – – –
UFF
294
USA Financial Formulas
Michigan
$1K +$1K +6 New
VFA
295
Valeo Financial Advisors
Indiana
$1K +$1K +6 New
RI
296
Redwood Investments
Massachusetts
– -$18.7M -93,333 Closed
State of Wisconsin Investment Board
297
State of Wisconsin Investment Board
Wisconsin
– -$1.96M -9,764 Closed
EI
298
EAM Investors
California
– -$1.71M -8,523 Closed
AAM
299
Arabesque Asset Management
United Kingdom
– -$1.55M -7,708 Closed
BAMF
300
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.34M -6,665 Closed
9 10 11
12
13