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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 %
GCP
176
GSA Capital Partners
United Kingdom
$353K +$353K +1,863 New
SCM
177
Silvant Capital Management
Georgia
$352K – – –
VFA
178
Voya Financial Advisors
Connecticut
$348K -$67.5K -359 -16%
Creative Planning
179
Creative Planning
Kansas
$346K +$9.09K +48 +3%
RFC
180
Regions Financial Corp
Alabama
$343K -$248K -1,306 -42%
OC
181
Oarsman Capital
Wisconsin
$338K – – –
BEI
182
Benjamin Edwards Inc
Missouri
$337K -$26.1K -138 -7%
M&T Bank
183
M&T Bank
New York
$329K +$329K +1,742 New
FCCM
184
First City Capital Management
Georgia
$322K +$322K +1,646 New
ECM
185
ExodusPoint Capital Management
New York
$309K +$309K +1,632 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$306K – – –
KWMG
187
King Wealth Management Group
Florida
$306K +$189 +1 +0.1%
RHBC
188
R.H. Bluestein & Co
Michigan
$303K +$18.9K +100 +7%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$302K -$71.7K -370 -19%
WCM
190
Weld Capital Management
New York
$289K +$289K +1,528 New
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$286K +$24.8K +131 +9%
SCM
192
Stonebridge Capital Management
California
$284K – – –
Baird Financial Group
193
Baird Financial Group
Wisconsin
$283K +$20.5K +108 +8%
RHJA
194
Rice Hall James & Associates
California
$274K – – –
6M
195
6 Meridian
Kansas
$272K -$110K -582 -29%
GTCM
196
Gyon Technologies Capital Management
New Jersey
$267K +$267K +1,413 New
II
197
Inspire Investing
Idaho
$266K +$66.3K +350 +33%
CBT
198
Capital Bank & Trust
California
$265K – – –
HWM
199
Howard Wealth Management
Connecticut
$265K – – –
PAM
200
Panagora Asset Management
Massachusetts
$261K – – –
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