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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

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

1% more funds holding

Funds holding: 284288 (+4)

4% more capital invested

Capital invested by funds: $2.36B → $2.46B (+$99.5M)

0.35% more ownership

Funds ownership: 89.02%89.37% (+0.35%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

4% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $17.1M

Holders
288
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.35%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
201
Crossmark Global Holdings
Texas
$244K -$5.65K -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 +$215K +1,144 New
RJFSA
206
Raymond James Financial Services Advisors
Florida
$227K -$1.31M -6,974 -86%
SCM
207
Shelton Capital Management
Colorado
$227K -$18.1K -96 -8%
CCM
208
Coldstream Capital Management
Washington
$226K -$32.8K -174 -13%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$222K +$50.5K +268 +32%
SFO
210
Stokes Family Office
Louisiana
$221K
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$221K +$565 +3 +0.3%
WA
212
Wealth Alliance
New York
$217K +$203K +1,079 New
II
213
Inspire Investing
Idaho
$210K +$197K +1,047 New
WSFS
214
Wilmington Savings Fund Society
Delaware
$209K
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K +$65K +345 +50%
WSCM
216
Wellington Shields Capital Management
New York
$206K -$482K -2,560 -71%
Squarepoint
217
Squarepoint
New York
$205K -$1.11M -5,873 -85%
ProShare Advisors
218
ProShare Advisors
Maryland
$205K -$230K -1,221 -55%
CMANY
219
Capital Management Associates (New York)
New York
$205K -$137K -728 -42%
CL
220
CIM LLC
New York
$205K +$192K +1,020 New
PA
221
Profund Advisors
Maryland
$203K -$106K -561 -36%
SEC
222
Seven Eight Capital
New York
$201K +$188K +1,000 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$163K +$1.51K +8 +1%
APA
224
American Portfolios Advisors
New York
$156K -$565 -3 -0.4%
OAM
225
Oppenheimer Asset Management
New York
$146K +$97.7K +519 +246%

WDFC Hedge Fund Activity: Q1 2020 in Review

288 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2020, worth a combined $2.46B — up 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WDFC positions and 27 closed out — a net gain of 8 holders — while 92 added to existing stakes and 92 trimmed.

The largest buyer was APG Asset Management, adding an estimated $62.7M. The largest seller was Acadian Asset Management, cutting an estimated $21.1M.

  • 288 institutional investors held WD-40 (WDFC) as of Q1 2020, up from 284 in Q4 2019.
  • Funds reported $2.46B of WD-40 stock for Q1 2020, up 4.2% quarter-over-quarter.
  • 35 funds opened new WD-40 positions in Q1 2020 and 27 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q1 2020 was APG Asset Management, an estimated $62.7M added.
  • The largest WD-40 seller in Q1 2020 was Acadian Asset Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.