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 %
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
$117K – – –
TCOV
252
Trust Company of Vermont
Vermont
$115K – – –
AF
253
Allworth Financial
California
$96K – – –
PHK
254
Point72 Hong Kong
Hong Kong
$92K -$63.4K -206 -41%
CFFP
255
Center for Financial Planning
Michigan
$92K – – –
MA
256
MUFG Americas
New York
$92K – – –
WT
257
Washington Trust
Rhode Island
$92K – – –
Simplex Trading
258
Simplex Trading
Illinois
$89K -$119K -388 -57%
VRM
259
Vectors Research Management
New York
$85K +$82.6K +270 +3,375%
Ohio Public Employees Retirement System (OPERS)
260
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$4.26K -14 -6%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$64K -$13.1K -43 -17%
AWM
262
Accel Wealth Management
Iowa
$63K – – –
EVM
263
Eaton Vance Management
Massachusetts
$63K +$63K +206 New
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
HIA
265
Harbor Investment Advisory
Maryland
$61K +$15.3K +50 +33%
SWA
266
Sutton Wealth Advisors
Florida
$53K – – –
APWM
267
Atlas Private Wealth Management
New York
$47K – – –
PA
268
Parallel Advisors
California
$47K +$3.94K +13 +9%
AIC
269
Archer Investment Corporation
Indiana
$44.4K – – –
BCA
270
Berman Capital Advisors
Georgia
$41K -$3.62K -12 -8%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$39K +$9.67K +32 +33%
S
272
SignatureFD
Georgia
$38K +$17.9K +59 +89%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
MAWCM
274
Mine & Arao Wealth Creation & Management
California
$31K – – –
MAM
275
Meeder Asset Management
Ohio
$30K +$7.73K +25 +35%
9 10
11
12 13