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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
EI
101
EAM Investors
California
$1.71M +$1.6M +8,523 New
MUAMU
102
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.71M +$1.6M +8,500 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.68M -$416K -2,211 -21%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$1.64M +$149K +790 +11%
RA
105
Royce & Associates
New York
$1.61M -$251K -1,331 -14%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$1.61M +$226K +1,200 +18%
Deutsche Bank
107
Deutsche Bank
Germany
$1.6M -$5.27M -27,988 -78%
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$1.57M +$112K +594 +8%
AAM
109
Arabesque Asset Management
United Kingdom
$1.55M -$601K -3,192 -29%
SEI Investments
110
SEI Investments
Pennsylvania
$1.47M +$645K +3,427 +83%
Citigroup
111
Citigroup
New York
$1.47M +$39.2K +208 +3%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M +$424K +2,249 +48%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$1.37M +$288K +1,528 +29%
AWM
114
Avior Wealth Management
Nebraska
$1.36M +$5.65K +30 +0.4%
BAMF
115
BI Asset Management Fondsmaeglerselskab
Denmark
$1.34M -$482K -2,562 -28%
WTC
116
WhitTier Trust Company
Nevada
$1.31M -$202K -1,073 -14%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.26M +$618K +3,280 +110%
Victory Capital Management
118
Victory Capital Management
Texas
$1.18M +$516K +2,739 +87%
MIM
119
MetLife Investment Management
New Jersey
$1.14M -$55.6K -295 -5%
CAM
120
ClariVest Asset Management
California
$1.13M +$1.06M +5,617 New
Osaic Holdings
121
Osaic Holdings
Arizona
$1.12M +$1.06M +5,603 New
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$13.4K -71 -1%
TCM
123
TD Capital Management
Tennessee
$1.07M -$276K -1,465 -22%
6M
124
6 Meridian
Kansas
$1.05M +$985K +5,230 New
DY
125
Dowling & Yahnke
California
$1.03M +$16K +85 +2%

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.