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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 %
S
276
SignatureFD
Georgia
$18K +$3.27K +12 +22%
Baillie Gifford & Co
277
Baillie Gifford & Co
United Kingdom
$16K +$16K +60 New
FF
278
FourThought Financial
Florida
$14K +$14K +53 New
CFO
279
CVA Family Office
Colorado
$13K – – –
CWC
280
Carolinas Wealth Consulting
North Carolina
$12K -$6.4K -24 -35%
VCM
281
Versant Capital Management
Arizona
$12K – – –
ST
282
Smithfield Trust
Pennsylvania
$11K – – –
QCG
283
Quadrant Capital Group
Ohio
$11K +$1.02K +4 +10%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$11K +$7.15K +26 +186%
DWMG
285
DB Wealth Management Group
California
$11K +$11K +40 New
IFAM
286
Institutional & Family Asset Management
Colorado
$10K – – –
SA
287
SRH Advisors
Kansas
$9K – – –
FPS
288
Fieldpoint Private Securities
Connecticut
$9K +$9K +35 New
VAIA
289
Virtus Alternative Investment Advisers
Connecticut
$8K -$23.7K -86 -75%
CFGS
290
Concourse Financial Group Securities
Alabama
$8K -$4K -15 -33%
CA
291
Crewe Advisors
Utah
$7K – – –
VCG
292
Vantage Consulting Group
Virginia
$7K +$7K +28 New
AWA
293
Arkadios Wealth Advisors
Georgia
$7K +$7K +30 New
GAM
294
Gemmer Asset Management
California
$6K – – –
SFS
295
Sowell Financial Services
Arkansas
$4K -$3.43K -12 -46%
FBT
296
First Bank & Trust
South Dakota
$4K – – –
GKIM
297
GW&K Investment Management
Massachusetts
$3K -$9.9K -33 -77%
CYG
298
Clean Yield Group
Vermont
$3K -$3K -12 -50%
TFO
299
Tarbox Family Office
California
$3K -$1.09K -4 -27%
TWA
300
TCI Wealth Advisors
Arizona
$3K -$692 -3 -19%
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