WD-40
WDFC
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.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 93
3% less funds holding
Funds holding: 296 → 287 (-9)
3.85% less ownership
Funds ownership: 91.55% → 87.69% (-3.9%)
9% less capital invested
Capital invested by funds: $2.46B → $2.25B (-$218M)
21% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 38
67% less call options, than puts
Call options by funds: $5.11M | Put options by funds: $15.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$9.89M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.86M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$5.56M |
| 5 |
Morgan Stanley
New York
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$25.5M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$19.9M |
| 3 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$17.7M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$16.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$9.21M |
WDFC Hedge Fund Activity: Q3 2020 in Review
287 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2020, worth a combined $2.25B — down 8.8% from $2.46B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WDFC and 30 opened new positions — a net loss of 8 holders — while 93 trimmed existing stakes and 91 added.
The largest buyer was Man Group, adding an estimated $9.89M. The largest seller was Regal Partners, exiting entirely with an estimated $25.5M sold.
- 287 institutional investors held WD-40 (WDFC) as of Q3 2020, down from 296 in Q2 2020.
- Funds reported $2.25B of WD-40 stock for Q3 2020, down 8.8% quarter-over-quarter.
- 30 funds opened new WD-40 positions in Q3 2020 and 38 closed out, a net change of -8 holders.
- The largest WD-40 buyer in Q3 2020 was Man Group, an estimated $9.89M added.
- The largest WD-40 seller in Q3 2020 was Regal Partners, an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2020.