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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.34M +$56.5K +300 +1%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$5M -$2.1M -11,151 -31%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$4.81M +$3.26M +17,327 +262%
WT
54
Whittier Trust
California
$4.75M -$1.38M -7,336 -24%
First Trust Advisors
55
First Trust Advisors
Illinois
$4.74M -$1.17M -6,204 -21%
BCC
56
Bridge City Capital
Oregon
$4.74M +$586K +3,111 +15%
AllianceBernstein
57
AllianceBernstein
Tennessee
$4.66M +$28.2K +150 +0.7%
Prudential Financial
58
Prudential Financial
New Jersey
$4.44M -$30.7K -163 -0.7%
Allianz Asset Management
59
Allianz Asset Management
Germany
$4.43M -$1.18M -6,268 -22%
MOACM
60
Mutual of America Capital Management
New York
$4.37M -$29.8K -158 -0.7%
Comerica Bank
61
Comerica Bank
Texas
$4.36M +$475K +2,520 +11%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.2M -$19.4K -103 -0.5%
Truist Financial
63
Truist Financial
North Carolina
$3.99M +$98.1K +521 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$3.84M +$938K +4,983 +35%
Aviva
65
Aviva
United Kingdom
$3.72M +$1.63M +8,669 +88%
Canada Life
66
Canada Life
Manitoba, Canada
$3.65M +$197K +1,047 +6%
WC
67
Westhampton Capital
North Carolina
$3.58M -$28.2K -150 -0.8%
DDC
68
DF Dent & Co
Maryland
$3.54M +$126K +667 +4%
AQR Capital Management
69
AQR Capital Management
Connecticut
$3.46M -$430K -2,286 -12%
Stifel Financial
70
Stifel Financial
Missouri
$3.32M +$3.58K +19 +0.1%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$3.31M -$260K -1,379 -8%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$3.21M +$546K +2,900 +22%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$3.2M +$28.6K +152 +1%
Barclays
74
Barclays
United Kingdom
$3.16M -$1.82M -9,659 -38%
RC
75
Reik & Co
New York
$3.07M

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.