WD-40
WDFC
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.
16% more capital invested
Capital invested by funds: $3.13B → $3.64B (+$508M)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
0.87% more ownership
Funds ownership: 87.9% → 88.77% (+0.87%)
0% more funds holding
Funds holding: 316 → 317 (+1)
9% less call options, than puts
Call options by funds: $12.8M | Put options by funds: $14M
15% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 107
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$123M |
| 2 |
BlackRock
New York
|
+$21M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.3M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.1M |
| 5 |
Lazard Asset Management
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.6M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$20.2M |
| 4 |
Renaissance Technologies
New York
|
-$18.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$11.2M |
WDFC Hedge Fund Activity: Q1 2021 in Review
317 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2021, worth a combined $3.64B — up 16% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WDFC positions and 35 closed out — a net gain of 3 holders — while 91 added to existing stakes and 107 trimmed.
The largest buyer was APG Asset Management, adding an estimated $123M. The largest seller was Ameriprise, cutting an estimated $32.8M.
- 317 institutional investors held WD-40 (WDFC) as of Q1 2021, up from 316 in Q4 2020.
- Funds reported $3.64B of WD-40 stock for Q1 2021, up 16% quarter-over-quarter.
- 38 funds opened new WD-40 positions in Q1 2021 and 35 closed out, a net change of +3 holders.
- The largest WD-40 buyer in Q1 2021 was APG Asset Management, an estimated $123M added.
- The largest WD-40 seller in Q1 2021 was Ameriprise, an estimated $32.8M sold.
Based on aggregated 13F filings for Q1 2021.