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WD-40
WDFC

Overview Fund Activity

287 hedge funds and large institutions have $2.25B invested in WD-40 in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-9
Holders Change %
-3.04%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
91
Reduced
93
Closed
38
Calls
$5.11M
Puts
$15.5M
Net Calls
-$10.4M
Net Calls Change
-$7.89M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$34.5M
2
PPA
2
Parametric Portfolio Associates
Washington
$14.4M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$88.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
RP
1
Regal Partners
Australia
$0
2
GKIM
2
GW&K Investment Management
Massachusetts
$8K
3
NAM
3
Nissay Asset Management
Japan
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.54M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
126
Dowling & Yahnke
California
$780K -$144K -760 -16%
PBC
127
Pavion Blue Capital
California
$767K – – –
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$764K -$11.2K -59 -1%
HF
129
HRT Financial
New York
$763K +$763K +4,032 New
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$737K – – –
Osaic Holdings
131
Osaic Holdings
Arizona
$707K +$8.13K +43 +1%
Sumitomo Mitsui Trust Group
132
Sumitomo Mitsui Trust Group
Japan
$703K – – –
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$700K +$147K +775 +26%
TCM
134
TD Capital Management
Tennessee
$699K – – –
QT
135
Quantbot Technologies
New York
$694K +$651K +3,438 +1,508%
QI
136
QS Investors
New York
$682K -$75.8K -400 -10%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$682K +$682K +3,603 New
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$671K +$448K +2,368 +201%
Lazard Asset Management
139
Lazard Asset Management
New York
$664K +$662K +3,496 +26,892%
CTC
140
Central Trust Company
Missouri
$658K -$73.1K -386 -10%
GWM
141
Geneos Wealth Management
Colorado
$658K – – –
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$647K -$54.3K -287 -8%
RJA
143
Raymond James & Associates
Florida
$621K -$47.7K -252 -7%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$618K – – –
ECM
145
Everence Capital Management
Indiana
$617K – – –
GT
146
Glenmede Trust
Pennsylvania
$609K +$184K +971 +43%
BF
147
BOK Financial
Oklahoma
$593K -$20.6K -109 -3%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$578K +$250K +1,321 +76%
ETC
149
Exchange Traded Concepts
Oklahoma
$567K +$37.5K +198 +7%
CCA
150
Cobblestone Capital Advisors
New York
$562K -$202K -1,065 -26%
4 5
6
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