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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 %
BEI
176
Benjamin Edwards Inc
Missouri
$362K +$362K +1,801 New
OC
177
Oarsman Capital
Wisconsin
$359K – – –
Creative Planning
178
Creative Planning
Kansas
$357K +$59.4K +296 +20%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$354K -$12.3K -61 -3%
SO
180
STRS Ohio
Ohio
$341K +$181K +900 +113%
HWM
181
Howard Wealth Management
Connecticut
$329K – – –
KWMG
182
King Wealth Management Group
Florida
$325K -$31.2K -155 -9%
CB
183
Commerce Bank
Missouri
$310K -$5.22K -26 -2%
RHBC
184
R.H. Bluestein & Co
Michigan
$301K -$60.2K -300 -17%
SCM
185
Stonebridge Capital Management
California
$301K – – –
RHJA
186
Rice Hall James & Associates
California
$291K – – –
QI
187
QS Investors
New York
$282K +$141K +700 +100%
CBT
188
Capital Bank & Trust
California
$281K – – –
CIM
189
CIM Investment Management
Pennsylvania
$281K – – –
HSBC Holdings
190
HSBC Holdings
United Kingdom
$277K – – –
PAM
191
Panagora Asset Management
Massachusetts
$277K +$34.8K +173 +14%
RWP
192
RWA Wealth Partners
Massachusetts
$275K – – –
Jane Street
193
Jane Street
New York
$275K +$275K +1,372 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$274K -$10.8K -54 -4%
First Manhattan
195
First Manhattan
New York
$271K – – –
MFG
196
Magnus Financial Group
New York
$270K – – –
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$270K +$270K +1,345 New
SPC
198
Sigma Planning Corp
Michigan
$268K +$1.21K +6 +0.5%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$258K +$30.9K +154 +14%
RB
200
Rodgers Brothers
Pennsylvania
$251K – – –
6 7
8
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