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316 hedge funds and large institutions have $3.13B invested in WD-40 in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 84 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

58% more call options, than puts

Call options by funds: $14M | Put options by funds: $8.88M

39% more capital invested

Capital invested by funds: $2.25B → $3.13B (+$884M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 287316 (+29)

0.21% more ownership

Funds ownership: 87.69%87.9% (+0.21%)

24% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 110

Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
84
Reduced
110
Closed
26
Calls
$14M
Puts
$8.88M
Net Calls
+$5.13M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$551M +$14.1M +58,133 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$414M +$4.66M +19,259 +1%
APG Asset Management
3
APG Asset Management
Netherlands
$269M +$113M +467,221 +61%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$247M -$3.75M -15,497 -2%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$133M +$8.05M +33,258 +7%
State Street
6
State Street
Massachusetts
$113M -$1.57M -6,496 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$112M -$18M -74,500 -15%
Ameriprise
8
Ameriprise
Minnesota
$110M -$20.4M -84,190 -17%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$91.1M -$6.48M -26,754 -7%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$69.7M +$3.51M +14,478 +6%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$62.8M -$11.2M -46,102 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$59.6M +$1.03M +4,239 +2%
GCM
13
Geneva Capital Management
Wisconsin
$49.5M +$1.32M +5,450 +3%
Northern Trust
14
Northern Trust
Illinois
$46.3M -$1.26M -5,204 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43M -$2.95M -12,176 -7%
Norges Bank
16
Norges Bank
Norway
$41.5M -$1.47M -6,074 -4%
Wells Fargo
17
Wells Fargo
California
$30.1M -$3.24M -13,400 -11%
Charles Schwab
18
Charles Schwab
California
$27.3M +$30.5K +126 +0.1%
Invesco
19
Invesco
Georgia
$26.1M -$7.52M -31,064 -24%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.9M -$590K -2,439 -2%
Man Group
21
Man Group
United Kingdom
$24.9M -$21.4M -88,554 -49%
Federated Hermes
22
Federated Hermes
Pennsylvania
$22.8M +$272K +1,125 +1%
Morgan Stanley
23
Morgan Stanley
New York
$21.2M -$3.26M -13,469 -14%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$20.2M -$2.21M -9,123 -11%
PPA
25
Parametric Portfolio Associates
Washington
$19.2M -$898K -3,710 -5%

WDFC Hedge Fund Activity: Q4 2020 in Review

316 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2020, worth a combined $3.13B — up 39% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WDFC positions and 26 closed out — a net gain of 29 holders — while 84 added to existing stakes and 110 trimmed.

The largest buyer was APG Asset Management, adding an estimated $113M. The largest seller was Man Group, cutting an estimated $21.4M.

  • 316 institutional investors held WD-40 (WDFC) as of Q4 2020, up from 287 in Q3 2020.
  • Funds reported $3.13B of WD-40 stock for Q4 2020, up 39% quarter-over-quarter.
  • 55 funds opened new WD-40 positions in Q4 2020 and 26 closed out, a net change of +29 holders.
  • The largest WD-40 buyer in Q4 2020 was APG Asset Management, an estimated $113M added.
  • The largest WD-40 seller in Q4 2020 was Man Group, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2020.