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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 %
MSA
326
Mason Street Advisors
Wisconsin
– -$1.35M -5,096 Closed
Holocene Advisors
327
Holocene Advisors
New York
– -$1.18M -4,434 Closed
SGI
328
Summit Global Investments
Utah
– -$1.05M -3,943 Closed
MCIA
329
Mountain Capital Investment Advisors
Colorado
– -$715K -2,381 Closed
Wolverine Trading
330
Wolverine Trading
Illinois
– -$576K -2,161 Closed
RA
331
Royce & Associates
New York
– -$527K -1,983 Closed
Zurich Cantonal Bank
332
Zurich Cantonal Bank
Switzerland
– -$430K -1,619 Closed
GC
333
Guggenheim Capital
Illinois
– -$296K -1,113 Closed
TC
334
TwinBeech Capital
New York
– -$247K -928 Closed
ET
335
Equitable Trust
Tennessee
– -$223K -841 Closed
FCCM
336
First City Capital Management
Georgia
– -$255K -768 Closed
ASN
337
Advisory Services Network
Georgia
– -$175K -657 Closed
FTDI
338
First Trust Direct Indexing
Massachusetts
– -$124K -466 Closed
WOSD
339
WFA of San Diego
California
– -$265 -200 Closed
RA
340
Rational Advisors
New York
– -$49K -186 Closed
IA
341
IFP Advisors
Florida
– -$29K -108 Closed
AWG
342
Altus Wealth Group
Colorado
– -$27K -100 Closed
PWPS
343
Pinnacle Wealth Planning Services
Ohio
– -$25K -94 Closed
VAIA
344
Virtus Alternative Investment Advisers
Connecticut
– -$8K -29 Closed
VCG
345
Vantage Consulting Group
Virginia
– -$7K -28 Closed
CYG
346
Clean Yield Group
Vermont
– -$3K -12 Closed
HGWM
347
Harvest Group Wealth Management
Massachusetts
– -$3K -10 Closed
CAM
348
Chandler Asset Management
California
– -$2.66K -10 Closed
RPWA
349
Regent Peak Wealth Advisors
Georgia
– -$2K -6 Closed
BC
350
Bartlett & Co
Ohio
– -$1K -5 Closed
11 12 13
14
15