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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPC
301
Sigma Planning Corp
Michigan
– -$287K -1,445 Closed
NL
302
NWAM LLC
Washington
– -$278K -1,400 Closed
MFG
303
Magnus Financial Group
New York
– -$266K -1,343 Closed
Wolverine Trading
304
Wolverine Trading
Illinois
– -$250K -1,258 Closed
XM
305
XTX Markets
New York
– -$248K -1,249 Closed
CCM
306
Coldstream Capital Management
Washington
– -$226K -1,135 Closed
WA
307
Wealth Alliance
New York
– -$213K -1,075 Closed
D.E. Shaw & Co
308
D.E. Shaw & Co
New York
– -$213K -1,075 Closed
WSFS
309
Wilmington Savings Fund Society
Delaware
– -$206K -1,040 Closed
CAN
310
Cetera Advisor Networks
California
– -$169K -850 Closed
LIA
311
LS Investment Advisors
Michigan
– -$89K -448 Closed
SF
312
Synovus Financial
Georgia
– -$57K -289 Closed
DI
313
Disciplined Investments
Oklahoma
– -$40K -203 Closed
AssetMark Inc
314
AssetMark Inc
California
– -$32K -162 Closed
OPS
315
Orion Portfolio Solutions
Nebraska
– -$14K -72 Closed
CWM
316
Campbell Wealth Management
Virginia
– -$13K -67 Closed
FHA
317
First Horizon Advisors
Tennessee
– -$12K -64 Closed
WEC
318
Winslow Evans & Crocker
Massachusetts
– -$11K -55 Closed
JWM
319
Janiczek Wealth Management
Colorado
– -$4K -19 Closed
AII
320
AGF Investments Inc
Ontario, Canada
– -$2K -10 Closed
Toronto Dominion Bank
321
Toronto Dominion Bank
Ontario, Canada
– -$2K -9 Closed
VFA
322
Valeo Financial Advisors
Indiana
– -$1K -6 Closed
9 10 11 12
13