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WD-40
WDFC

Overview Fund Activity

284 hedge funds and large institutions have $2.36B invested in WD-40 in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
84
Reduced
81
Closed
29
Calls
$8.33M
Puts
$5.45M
Net Calls
+$2.87M
Net Calls Change
+$855K

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$69.1M
2
WG
2
Winton Group
United Kingdom
$11.7M
3
BlackRock
3
BlackRock
New York
$399M
4
KOCAA
4
Knights of Columbus Asset Advisors
Connecticut
$4.6M
5
AIM
5
Artemis Investment Management
United Kingdom
$4.55M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94.1M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$790K
3
Bank of America
3
Bank of America
North Carolina
$7.52M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70.1M
5
GKIM
5
GW&K Investment Management
Massachusetts
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
176
King Wealth Management Group
Florida
$344K +$104K +533 +43%
CMANY
177
Capital Management Associates (New York)
New York
$340K -$209K -1,075 -38%
US Bancorp
178
US Bancorp
Minnesota
$322K +$2.33K +12 +0.7%
HWM
179
Howard Wealth Management
Connecticut
$318K +$318K +1,640 New
PP
180
PDT Partners
New York
$311K +$311K +1,600 New
AAS
181
Avantax Advisory Services
Texas
$310K +$310K +1,592 New
CB
182
Commerce Bank
Missouri
$305K -$160K -822 -34%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$305K -$78.9K -406 -21%
PA
184
Profund Advisors
Maryland
$305K +$14.8K +76 +5%
SDIC
185
South Dakota Investment Council
South Dakota
$293K – – –
CAM
186
Congress Asset Management
Massachusetts
$292K – – –
SCM
187
Stonebridge Capital Management
California
$291K – – –
Creative Planning
188
Creative Planning
Kansas
$288K +$777 +4 +0.3%
RHJA
189
Rice Hall James & Associates
California
$282K – – –
Baird Financial Group
190
Baird Financial Group
Wisconsin
$276K -$38.9K -200 -12%
CIM
191
CIM Investment Management
Pennsylvania
$272K -$213K -1,097 -44%
CBT
192
Capital Bank & Trust
California
$272K – – –
HSBC Holdings
193
HSBC Holdings
United Kingdom
$268K +$268K +1,379 New
RWP
194
RWA Wealth Partners
Massachusetts
$266K – – –
First Manhattan
195
First Manhattan
New York
$262K – – –
MFG
196
Magnus Financial Group
New York
$261K – – –
SPC
197
Sigma Planning Corp
Michigan
$258K -$46.7K -240 -15%
CCM
198
Coldstream Capital Management
Washington
$252K -$6.39K -33 -2%
NL
199
NWAM LLC
Washington
$252K – – –
AI
200
Atria Investments
North Carolina
$251K +$251K +1,293 New
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