We are live on ! Find out more

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
BlackRock
1
BlackRock
New York
$402M -$9.21M -48,900 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$1.3M +6,914 +0.5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$183M -$7.25M -38,508 -4%
APG Asset Management
4
APG Asset Management
Netherlands
$147M +$62.7M +333,000 +83%
State Street
5
State Street
Massachusetts
$90.6M +$5.77M +30,641 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.1M -$4.38M -23,266 -5%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$84.4M +$130K +692 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$81M -$15.2M -80,717 -17%
Renaissance Technologies
9
Renaissance Technologies
New York
$72.8M +$245K +1,300 +0.4%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$52.4M +$185K +982 +0.4%
RP
11
Regal Partners
Australia
$52.3M -$19.5M -103,773 -29%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$47.5M -$21.1M -112,275 -32%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$45M +$4.43M +23,518 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40.2M +$627K +3,328 +2%
Northern Trust
15
Northern Trust
Illinois
$40.1M +$454K +2,410 +1%
Invesco
16
Invesco
Georgia
$33.1M +$3.79M +20,126 +14%
Wells Fargo
17
Wells Fargo
California
$29.2M -$1.34M -7,098 -5%
Norges Bank
18
Norges Bank
Norway
$28.6M +$3.74M +19,871 +16%
Federated Hermes
19
Federated Hermes
Pennsylvania
$28.1M +$2.89M +15,345 +12%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.5M -$777K -4,126 -4%
Charles Schwab
21
Charles Schwab
California
$21.2M +$728K +3,868 +4%
Man Group
22
Man Group
United Kingdom
$18.9M -$16.6M -88,377 -48%
RI
23
Redwood Investments
Massachusetts
$18.7M -$2.97M -15,754 -14%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$18.7M -$9.32M -49,467 -35%
GKIM
25
GW&K Investment Management
Massachusetts
$18M -$785K -4,169 -4%

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.