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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
UBS AM
76
UBS AM
Illinois
$3.05M +$251K +1,334 +10%
GF
77
Gabelli Funds
New York
$3.01M -$753K -4,000 -21%
TG
78
TCW Group
California
$2.99M
FL
79
Fort LP
Maryland
$2.85M -$4.71K -25 -0.2%
AG
80
Aperio Group
California
$2.57M +$40.1K +213 +2%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$2.55M +$444K +2,360 +23%
UBS Group
82
UBS Group
Switzerland
$2.52M -$4.56M -24,204 -66%
CS
83
Credit Suisse
Switzerland
$2.45M -$763K -4,052 -25%
Holocene Advisors
84
Holocene Advisors
New York
$2.44M -$38K -202 -2%
KAM
85
Karani Asset Management
New York
$2.43M -$177K -939 -7%
TPSF
86
Texas Permanent School Fund
Texas
$2.33M +$418K +2,218 +24%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$2.31M +$556K +2,951 +35%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.31M +$108K +573 +5%
AAM
89
Advisors Asset Management
Colorado
$2.06M -$999K -5,303 -34%
PI
90
PEAK6 Investments
Illinois
$2.03M +$1.9M +10,113 New
BUB
91
BBVA USA Bancshares
Texas
$2.01M +$23.7K +126 +1%
HW
92
Hancock Whitney
Mississippi
$1.98M +$50.1K +266 +3%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$1.96M +$1.84M +9,764 New
CAM
94
Congress Asset Management
Massachusetts
$1.93M +$1.53M +8,118 +539%
AIG
95
American International Group
New York
$1.9M -$88.5K -470 -5%
ACM
96
AlphaCrest Capital Management
New York
$1.87M +$1.75M +9,300 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$1.8M +$948K +5,034 +128%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.79M +$448K +2,377 +36%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72M +$84.6K +449 +6%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1.72M

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.