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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 %
RWP
201
RWA Wealth Partners
Massachusetts
$259K – – –
CL
202
CIM LLC
New York
$257K +$1.01K +4 +0.4%
First Manhattan
203
First Manhattan
New York
$255K – – –
VHAM
204
Van Hulzen Asset Management
California
$252K -$26.7K -141 -10%
CGH
205
Crossmark Global Holdings
Texas
$247K -$3.78K -20 -2%
E
206
Ergoteles
New York
$246K +$246K +1,300 New
RB
207
Rodgers Brothers
Pennsylvania
$237K – – –
PP
208
PDT Partners
New York
$232K +$232K +1,225 New
AIP
209
Ameritas Investment Partners
Nebraska
$227K – – –
HCM
210
Hollencrest Capital Management
California
$222K – – –
PA
211
Profund Advisors
Maryland
$216K -$18K -95 -8%
WA
212
WBH Advisory
Maryland
$213K -$9.47K -50 -4%
William Blair & Company
213
William Blair & Company
Illinois
$210K +$210K +1,109 New
SFO
214
Stokes Family Office
Louisiana
$203K – – –
VI
215
Vestcor Inc
New Brunswick, Canada
$200K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$182K -$944 -5 -0.5%
SO
217
STRS Ohio
Ohio
$170K -$37.8K -200 -18%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$150K -$759 -4 -0.5%
APA
219
American Portfolios Advisors
New York
$147K +$378 +2 +0.3%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K – – –
ASN
221
Advisory Services Network
Georgia
$125K +$125K +657 New
Macquarie Group
222
Macquarie Group
Australia
$118K – – –
NNP
223
Nachman Norwood & Parrott
South Carolina
$109K +$109K +575 New
AF
224
Advisornet Financial
Minnesota
$101K – – –
GI
225
Gradient Investments
Minnesota
$95K – – –
7 8
9
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