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WD-40
WDFC

Overview Fund Activity

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
Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
5.61%
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

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$269M
2
BlackRock
BlackRock
New York
$551M
3
Franklin Resources
Franklin Resources
California
$12.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$133M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$12.1M

Top Sellers

1
Man Group
Man Group
United Kingdom
$24.9M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$7.59M
4
Renaissance Technologies
Renaissance Technologies
New York
$112M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
226
Paragon Capital Management (Colorado)
Colorado
$221K +$221K +831 New
SNBOSCI
227
Security National Bank of Sioux City Iowa
Iowa
$213K +$213K +800 New
BAM
228
Bruderman Asset Management
New York
$208K +$208K +783 New
APA
229
American Portfolios Advisors
New York
$205K -$1.06K -4 -0.5%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$197K -$59.3K -223 -23%
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K – – –
Simplex Trading
232
Simplex Trading
Illinois
$180K +$129K +488 +255%
ASN
233
Advisory Services Network
Georgia
$175K – – –
Macquarie Group
234
Macquarie Group
Australia
$165K – – –
AF
235
Advisornet Financial
Minnesota
$142K – – –
PHK
236
Point72 Hong Kong
Hong Kong
$134K +$133K +503 +25,150%
NSIM
237
North Star Investment Management
Illinois
$133K – – –
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$133K – – –
FTDI
239
First Trust Direct Indexing
Massachusetts
$124K +$124K +466 New
MHR
240
Matthew Hamilton Rosenberg
$115K +$115K +432 New
SG Americas Securities
241
SG Americas Securities
New York
$113K +$113K +426 New
SPIA
242
Steward Partners Investment Advisory
New York
$109K +$6.09K +23 +6%
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$101K – – –
TCOV
244
Trust Company of Vermont
Vermont
$100K +$80K +300 +400%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
245
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98K -$5.33K -20 -5%
GI
246
Gradient Investments
Minnesota
$95K – – –
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$86K +$70K +262 +437%
AF
248
Allworth Financial
California
$84K +$267 +1 +0.3%
TRCT
249
Tower Research Capital (TRC)
New York
$81K -$2.08M -7,816 -96%
MA
250
MUFG Americas
New York
$80K – – –
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