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WD-40
WDFC

Overview Fund Activity

296 hedge funds and large institutions have $2.46B invested in WD-40 in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+8
Holders Change %
+2.78%
% of All Funds
6.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
38
Increased
94
Reduced
94
Closed
29
Calls
$11.5M
Puts
$14M
Net Calls
-$2.54M
Net Calls Change
-$1.88M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$101M
2
GCM
2
Geneva Capital Management
Wisconsin
$34.9M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$21.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$313M
5
Ameriprise
5
Ameriprise
Minnesota
$93.1M

Top Sellers

1
RP
1
Regal Partners
Australia
$25.5M
2
RI
2
Redwood Investments
Massachusetts
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$16.5M
4
Millennium Management
4
Millennium Management
New York
$1.18M
5
CCA
5
Cobblestone Capital Advisors
New York
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Silvant Capital Management
Georgia
$369K – – –
CIM
177
CIM Investment Management
Pennsylvania
$362K +$84.8K +428 +31%
MWM
178
Meridian Wealth Management
Kentucky
$358K -$29.7K -150 -8%
OC
179
Oarsman Capital
Wisconsin
$354K – – –
Creative Planning
180
Creative Planning
Kansas
$353K – – –
CB
181
Commerce Bank
Missouri
$350K +$44.3K +224 +14%
OSIA
182
O'Shares Investment Advisers
Massachusetts
$347K -$111K -558 -24%
Balyasny Asset Management
183
Balyasny Asset Management
Illinois
$344K -$613K -3,089 -64%
DIM
184
DC Investments Management
Virginia
$340K +$340K +1,716 New
KWMG
185
King Wealth Management Group
Florida
$321K – – –
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$321K +$102K +515 +47%
ACM
187
AlphaCrest Capital Management
New York
$317K -$1.53M -7,700 -83%
OAM
188
Oppenheimer Asset Management
New York
$309K +$164K +828 +113%
RHBC
189
R.H. Bluestein & Co
Michigan
$297K – – –
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$297K +$297K +1,500 New
SCM
191
Stonebridge Capital Management
California
$295K – – –
VHAM
192
Van Hulzen Asset Management
California
$292K +$292K +1,471 New
RHJA
193
Rice Hall James & Associates
California
$288K – – –
SPC
194
Sigma Planning Corp
Michigan
$287K +$22.2K +112 +8%
CBT
195
Capital Bank & Trust
California
$278K – – –
NL
196
NWAM LLC
Washington
$278K +$19.9K +100 +8%
HWM
197
Howard Wealth Management
Connecticut
$277K -$47.5K -240 -15%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$275K +$3.97K +20 +1%
Fiera Capital (Canada)
199
Fiera Capital (Canada)
Quebec, Canada
$274K +$6.95K +35 +3%
PAM
200
Panagora Asset Management
Massachusetts
$273K – – –
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8
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