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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
NAM
26
Nissay Asset Management
Japan
$16.8M +$5.7M +30,255 +57%
Bessemer Group
27
Bessemer Group
New Jersey
$16.7M +$11M +58,280 +233%
GCM
28
Geneva Capital Management
Wisconsin
$14.5M +$13.6M +72,040 New
Morgan Stanley
29
Morgan Stanley
New York
$14.2M -$5.86M -31,107 -31%
Goldman Sachs
30
Goldman Sachs
New York
$13.6M +$5.42M +28,789 +74%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$13.4M +$1.73M +9,186 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$11.9M +$4.47M +23,716 +66%
Millennium Management
33
Millennium Management
New York
$11.9M +$8.18M +43,431 +274%
N
34
Nuveen
North Carolina
$10.9M +$35K +186 +0.3%
PPA
35
Parametric Portfolio Associates
Washington
$10.5M +$939K +4,988 +11%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$10.4M +$114K +606 +1%
CCA
37
Cobblestone Capital Advisors
New York
$10.1M +$942 +5 +0%
WG
38
Winton Group
United Kingdom
$9.53M -$2.45M -12,987 -21%
EAM
39
Eagle Asset Management
Florida
$9.35M -$1.18M -6,246 -12%
GI
40
GAMCO Investors
Connecticut
$8.78M
MAM
41
Martingale Asset Management
Massachusetts
$8.38M -$998K -5,300 -11%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.32M +$293K +1,555 +4%
Bank of America
43
Bank of America
North Carolina
$8.06M +$259K +1,374 +4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$7.89M +$3.15M +16,737 +61%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$7.66M -$500K -2,654 -7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.22M -$923K -4,900 -14%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$6.21M +$5.82M +30,900 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.16M
TD Asset Management
49
TD Asset Management
Ontario, Canada
$6.07M +$245K +1,300 +4%
Citadel Advisors
50
Citadel Advisors
Florida
$5.88M -$1.99M -10,567 -27%

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.