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296 hedge funds and large institutions have $2.46B invested in WD-40 in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

3% more funds holding

Funds holding: 288296 (+8)

2.17% more ownership

Funds ownership: 89.37%91.55% (+2.2%)

0% more capital invested

Capital invested by funds: $2.46B → $2.46B (+$5.24M)

0% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 94

18% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $14M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
296
Holders Change
+8
Holders Change %
+2.78%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
38
Increased
94
Reduced
94
Closed
29
Calls
$11.5M
Puts
$14M
Net Calls
-$2.54M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M +$9.53M +52,551 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M +$12.4M +68,144 +5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$192M +$11.1M +61,369 +7%
APG Asset Management
4
APG Asset Management
Netherlands
$136M +$6.68M +36,815 +5%
Renaissance Technologies
5
Renaissance Technologies
New York
$101M +$26.7M +147,100 +41%
Ameriprise
6
Ameriprise
Minnesota
$93.1M +$11.9M +65,804 +16%
State Street
7
State Street
Massachusetts
$88.2M -$1.16M -6,384 -1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$86.5M +$3.63M +20,033 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80.5M -$4.17M -23,002 -5%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$53.9M +$2.01M +11,054 +4%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$49.1M +$1.99M +10,954 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$45.9M +$1.38M +7,611 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.7M -$1.78M -9,822 -5%
Northern Trust
14
Northern Trust
Illinois
$37.7M -$1.81M -9,960 -5%
GCM
15
Geneva Capital Management
Wisconsin
$34.9M +$18.9M +104,123 +145%
Norges Bank
16
Norges Bank
Norway
$33.4M +$4.66M +25,681 +18%
Man Group
17
Man Group
United Kingdom
$26.2M +$6.91M +38,103 +41%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$26.2M +$7.05M +38,843 +42%
RP
19
Regal Partners
Australia
$25.5M -$23.9M -131,492 -51%
Wells Fargo
20
Wells Fargo
California
$24.6M -$3.81M -20,999 -14%
Invesco
21
Invesco
Georgia
$24.3M -$7.61M -41,969 -26%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$21.5M +$14.2M +78,270 +259%
Charles Schwab
23
Charles Schwab
California
$20.9M -$21.2K -117 -0.1%
Bessemer Group
24
Bessemer Group
New Jersey
$20.8M +$3.9M +21,503 +26%
Principal Financial Group
25
Principal Financial Group
Iowa
$20.7M -$1.43M -7,880 -7%

WDFC Hedge Fund Activity: Q2 2020 in Review

296 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2020, worth a combined $2.46B — up 0.21% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WDFC positions and 29 closed out — a net gain of 9 holders — while 94 added to existing stakes and 94 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $26.7M. The largest seller was Regal Partners, cutting an estimated $23.9M.

  • 296 institutional investors held WD-40 (WDFC) as of Q2 2020, up from 288 in Q1 2020.
  • Funds reported $2.46B of WD-40 stock for Q2 2020, up 0.21% quarter-over-quarter.
  • 38 funds opened new WD-40 positions in Q2 2020 and 29 closed out, a net change of +9 holders.
  • The largest WD-40 buyer in Q2 2020 was Renaissance Technologies, an estimated $26.7M added.
  • The largest WD-40 seller in Q2 2020 was Regal Partners, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2020.