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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 %
RE
276
RBC Europe
United Kingdom
$29.1K -$27.6K -90 -49%
TPCW
277
TD Private Client Wealth
New York
$27.9K -$4.9K -16 -15%
TIM
278
Tortoise Investment Management
New York
$26K – – –
VanEck Associates
279
VanEck Associates
New York
$26K +$26K +84 New
SWM
280
Spire Wealth Management
Virginia
$25K +$25K +81 New
LC
281
Lindbrook Capital
California
$24K +$2.7K +9 +13%
ONST
282
Old North State Trust
North Carolina
$22K – – –
QCG
283
Quadrant Capital Group
Ohio
$19K +$5.61K +18 +42%
Baillie Gifford & Co
284
Baillie Gifford & Co
United Kingdom
$18K -$621 -2 -3%
FF
285
FourThought Financial
Florida
$16K – – –
CFO
286
CVA Family Office
Colorado
$15K – – –
VCM
287
Versant Capital Management
Arizona
$15K +$600 +2 +4%
CWC
288
Carolinas Wealth Consulting
North Carolina
$14K – – –
ST
289
Smithfield Trust
Pennsylvania
$13K – – –
TWA
290
TCI Wealth Advisors
Arizona
$13K +$8.98K +29 +223%
DWMG
291
DB Wealth Management Group
California
$12K – – –
PFBT
292
Parkside Financial Bank & Trust
Missouri
$12K – – –
FPS
293
Fieldpoint Private Securities
Connecticut
$11K – – –
SA
294
SRH Advisors
Kansas
$10K – – –
CA
295
Crewe Advisors
Utah
$9K – – –
AWA
296
Arkadios Wealth Advisors
Georgia
$9K – – –
IAIM
297
International Assets Investment Management
Florida
$9K +$8.36K +26 +1,300%
Jones Financial Companies
298
Jones Financial Companies
Missouri
$7K +$3.65K +12 +109%
QT
299
Quantbot Technologies
New York
$7K +$7K +24 New
IFAM
300
Institutional & Family Asset Management
Colorado
$6K -$5.1K -17 -46%
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