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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 %
SSA
201
Schonfeld Strategic Advisors
New York
$248K +$248K +1,276 New
RB
202
Rodgers Brothers
Pennsylvania
$243K – – –
CGH
203
Crossmark Global Holdings
Texas
$242K -$243K -1,250 -50%
SCM
204
Shelton Capital Management
Colorado
$238K -$12.6K -65 -5%
PAM
205
Panagora Asset Management
Massachusetts
$234K +$92K +474 +65%
AIP
206
Ameritas Investment Partners
Nebraska
$233K +$12K +62 +5%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$17.5K -90 -7%
WA
208
WBH Advisory
Maryland
$228K – – –
HCM
209
Hollencrest Capital Management
California
$227K – – –
SRAM
210
Stone Ridge Asset Management
New York
$225K – – –
Fidelity Investments
211
Fidelity Investments
Massachusetts
$220K +$2.53K +13 +1%
BCA
212
Bay Colony Advisors
Massachusetts
$220K +$220K +1,151 New
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$213K +$213K +1,097 New
SFO
214
Stokes Family Office
Louisiana
$213K +$213K +1,098 New
CAN
215
Cetera Advisor Networks
California
$212K – – –
WSFS
216
Wilmington Savings Fund Society
Delaware
$202K +$202K +1,040 New
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$162K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$156K -$6.2K -32 -4%
SO
219
STRS Ohio
Ohio
$155K +$19.4K +100 +14%
APA
220
American Portfolios Advisors
New York
$152K -$582 -3 -0.4%
QI
221
QS Investors
New York
$136K – – –
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$134K – – –
ASN
223
Advisory Services Network
Georgia
$127K – – –
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$123K -$6.78K -35 -5%
FIB
225
First Interstate Bank
Montana
$116K – – –
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9
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