WDFC icon

WD-40
WDFC

Overview Fund Activity

317 hedge funds and large institutions have $3.64B invested in WD-40 in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
38
Increased
91
Reduced
107
Closed
35
Calls
$12.8M
Puts
$14M
Net Calls
-$1.2M
Net Calls Change
-$6.33M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$428M
2
BlackRock
2
BlackRock
New York
$656M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$101M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$85.9M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$12.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$94M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$84.2M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$110M
5
Norges Bank
5
Norges Bank
Norway
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$244K -$61K -200 -20%
WS
227
Wedbush Securities
California
$243K +$243K +795 New
APA
228
American Portfolios Advisors
New York
$236K -$613 -2 -0.3%
KAS
229
Kestra Advisory Services
Texas
$235K +$235K +768 New
SS
230
Simplicity Solutions
Minnesota
$233K +$233K +762 New
PFS
231
Prospera Financial Services
Texas
$230K +$230K +748 New
CAN
232
Cetera Advisor Networks
California
$214K +$214K +698 New
LIA
233
LS Investment Advisors
Michigan
$212K +$212K +691 New
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K – – –
ECM
235
Evergreen Capital Management
Washington
$210K +$210K +687 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$208K -$18.3K -60 -8%
SFA
237
Sequoia Financial Advisors
Ohio
$207K +$207K +675 New
GTCM
238
Gyon Technologies Capital Management
New Jersey
$205K +$205K +671 New
Sumitomo Mitsui Trust Group
239
Sumitomo Mitsui Trust Group
Japan
$204K -$935K -3,049 -82%
TI
240
Trexquant Investment
Connecticut
$201K -$155K -509 -44%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$197K +$98.7K +323 +100%
GWSG
242
GPS Wealth Strategies Group
Colorado
$188K +$188K +615 New
AF
243
Advisornet Financial
Minnesota
$164K – – –
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$157K +$3.68K +12 +2%
GI
245
Gradient Investments
Minnesota
$153K – – –
NSIM
246
North Star Investment Management
Illinois
$153K – – –
Macquarie Group
247
Macquarie Group
Australia
$143K -$46.8K -153 -25%
SPIA
248
Steward Partners Investment Advisory
New York
$138K +$12.2K +40 +10%
MHR
249
Matthew Hamilton Rosenberg
$132K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$122K +$9.76K +32 +9%
8 9
10
11 12