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WD-40
WDFC

Overview Fund Activity

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
Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.36%
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

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$147M
2
Bessemer Group
2
Bessemer Group
New Jersey
$16.7M
3
Millennium Management
3
Millennium Management
New York
$11.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$6.21M
5
State Street
5
State Street
Massachusetts
$90.6M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$47.5M
2
RP
2
Regal Partners
Australia
$52.3M
3
Man Group
3
Man Group
United Kingdom
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$81M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
126
Lyon Street Capital
California
$1M -$301K -1,500 -23%
VRS
127
Virginia Retirement Systems
Virginia
$1M +$462K +2,300 +85%
EMG
128
Ellington Management Group
Connecticut
$977K +$977K +4,866 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$975K -$9.43K -50 -1%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$969K -$1.23M -6,119 -56%
MSA
131
Mason Street Advisors
Wisconsin
$959K – – –
PAG
132
Private Advisor Group
New Jersey
$957K – – –
TYCC
133
Texas Yale Capital Corp
Florida
$886K – – –
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$868K -$55.4K -276 -6%
GTCM
135
Gyon Technologies Capital Management
New Jersey
$855K +$855K +4,257 New
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$854K +$10K +50 +1%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$822K -$52.2K -260 -6%
PBC
138
Pavion Blue Capital
California
$813K +$813K +4,050 New
GBBWRPM
139
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$803K – – –
USGIU
140
U.S. Global Investors (USGI)
Texas
$797K +$797K +3,968 New
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$794K -$24.1K -120 -3%
IWA
142
Intercontinental Wealth Advisors
Texas
$785K +$785K +3,909 New
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$782K -$40.2K -200 -5%
CTC
144
Central Trust Company
Missouri
$775K – – –
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$765K -$185K -920 -19%
RJA
146
Raymond James & Associates
Florida
$764K -$83.2K -414 -10%
GWM
147
Geneos Wealth Management
Colorado
$710K -$3.94K -20 -0.6%
Franklin Resources
148
Franklin Resources
California
$667K +$66.8K +333 +11%
XK
149
Xact Kapitalforvaltning
Sweden
$656K – – –
ECM
150
Everence Capital Management
Indiana
$655K – – –
4 5
6
7 8