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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 %
CGH
201
Crossmark Global Holdings
Texas
$244K -$6.02K -30 -2%
AIP
202
Ameritas Investment Partners
Nebraska
$241K – – –
HCM
203
Hollencrest Capital Management
California
$235K – – –
SRAM
204
Stone Ridge Asset Management
New York
$233K – – –
FCBT
205
First Citizens Bank & Trust
North Carolina
$230K +$230K +1,144 New
RJFSA
206
Raymond James Financial Services Advisors
Florida
$227K -$1.4M -6,974 -86%
SCM
207
Shelton Capital Management
Colorado
$227K -$19.3K -96 -8%
CCM
208
Coldstream Capital Management
Washington
$226K -$34.9K -174 -13%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$222K +$53.9K +268 +32%
SFO
210
Stokes Family Office
Louisiana
$221K – – –
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$221K +$603 +3 +0.3%
WA
212
Wealth Alliance
New York
$217K +$217K +1,079 New
II
213
Inspire Investing
Idaho
$210K +$210K +1,047 New
WSFS
214
Wilmington Savings Fund Society
Delaware
$209K – – –
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K +$69.3K +345 +50%
WSCM
216
Wellington Shields Capital Management
New York
$206K -$514K -2,560 -71%
Squarepoint
217
Squarepoint
New York
$205K -$1.18M -5,873 -85%
ProShare Advisors
218
ProShare Advisors
Maryland
$205K -$246K -1,221 -55%
CMANY
219
Capital Management Associates (New York)
New York
$205K -$146K -728 -42%
CL
220
CIM LLC
New York
$205K +$205K +1,020 New
PA
221
Profund Advisors
Maryland
$203K -$113K -561 -36%
SEC
222
Seven Eight Capital
New York
$201K +$201K +1,000 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$163K +$1.6K +8 +1%
APA
224
American Portfolios Advisors
New York
$156K -$602 -3 -0.4%
OAM
225
Oppenheimer Asset Management
New York
$146K +$104K +519 +246%
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