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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
ASRS
151
Arizona State Retirement System
Arizona
$646K -$1.12M -5,921 -65%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$640K -$167K -889 -22%
BF
153
BOK Financial
Oklahoma
$631K -$55.2K -293 -9%
SG Americas Securities
154
SG Americas Securities
New York
$595K +$205K +1,089 +58%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$584K +$9.42K +50 +2%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$568K
SRAM
157
Spouting Rock Asset Management
Pennsylvania
$542K -$1.3M -6,895 -72%
HighTower Advisors
158
HighTower Advisors
Illinois
$532K +$139K +736 +38%
PAI
159
Pittenger & Anderson Inc
Nebraska
$529K +$45.2K +240 +10%
AB
160
Amalgamated Bank
New York
$517K -$17.5K -93 -3%
LPL Financial
161
LPL Financial
California
$516K -$39K -207 -7%
VFA
162
Voya Financial Advisors
Connecticut
$495K -$30.5K -162 -6%
ACM
163
Allred Capital Management
Texas
$494K -$565 -3 -0.1%
CAM
164
Cozad Asset Management
Illinois
$494K
OSIA
165
O'Shares Investment Advisers
Massachusetts
$463K -$33.1K -176 -7%
AAS
166
Avantax Advisory Services
Texas
$454K +$128K +678 +43%
ANTB
167
AMG National Trust Bank
Colorado
$410K
US Bancorp
168
US Bancorp
Minnesota
$396K +$59.3K +315 +19%
GCP
169
GSA Capital Partners
United Kingdom
$396K +$371K +1,971 New
DP
170
Dearborn Partners
Illinois
$395K +$371K +1,968 New
MWM
171
Meridian Wealth Management
Kentucky
$393K +$369K +1,960 New
SC
172
Schulhoff & Co
Ohio
$381K
SCM
173
Silvant Capital Management
Georgia
$373K
RFC
174
Regions Financial Corp
Alabama
$364K -$4.71K -25 -1%
Point72 Asset Management
175
Point72 Asset Management
Connecticut
$362K +$339K +1,800 New

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.