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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 %
GAM
301
Gemmer Asset Management
California
$6K – – –
FBT
302
First Bank & Trust
South Dakota
$5K – – –
CFGS
303
Concourse Financial Group Securities
Alabama
$3K -$6K -20 -67%
GKIM
304
GW&K Investment Management
Massachusetts
$3K – – –
TFO
305
Tarbox Family Office
California
$3K – – –
SFS
306
Sowell Financial Services
Arkansas
$3K – – –
MWP
307
Meridian Wealth Partners
Pennsylvania
$3K +$3K +10 New
AIG
308
American International Group
New York
$2.78K -$31 -102 -1%
BC
309
Burleson & Co
California
$2K +$2K +5 New
EI
310
Ellevest Inc
New York
$2K +$2K +7 New
Nisa Investment Advisors
311
Nisa Investment Advisors
Missouri
$1.16K – – –
HNB
312
Huntington National Bank
Ohio
$1K – – –
GWS
313
Glassman Wealth Services
Virginia
$1K – – –
PWMG
314
Prestige Wealth Management Group
New Jersey
$1K – – –
FHC
315
First Horizon Corporation
Tennessee
$1K – – –
SOW
316
State of Wyoming
Wyoming
$1K +$1K +2 New
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$1K +$1K +6 New
FGAM
318
Financial Gravity Asset Management
Texas
$41 – – –
Aberdeen Group
319
Aberdeen Group
United Kingdom
– -$20.2M -75,933 Closed
Polen Capital Management
320
Polen Capital Management
Florida
– -$9.47M -35,635 Closed
EAM
321
Eagle Asset Management
Florida
– -$6.16M -23,193 Closed
AI
322
Axiom Investors
Connecticut
– -$3.25M -12,246 Closed
Voloridge Investment Management
323
Voloridge Investment Management
Florida
– -$2.76M -10,388 Closed
AG
324
AlphaSimPlex Group
Massachusetts
– -$1.57M -5,918 Closed
ZCM
325
Zebra Capital Management
Connecticut
– -$1.47M -5,533 Closed
11 12
13
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