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
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$635K +$17.5K +66 +3%
US Bancorp
152
US Bancorp
Minnesota
$618K -$22.3K -84 -3%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$608K -$22.3K -84 -4%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$602K -$266K -1,000 -31%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$600K -$63.8K -240 -10%
AB
156
Amalgamated Bank
New York
$582K +$5.31K +20 +0.9%
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$577K +$577K +2,170 New
Wolverine Trading
158
Wolverine Trading
Illinois
$576K +$576K +2,161 New
OAM
159
Oppenheimer Asset Management
New York
$560K +$64K +241 +13%
ANTB
160
AMG National Trust Bank
Colorado
$543K
MUAMU
161
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$531K -$1.73M -6,500 -76%
GBBWRPM
162
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$531K -$1.06K -4 -0.2%
VFA
163
Voya Financial Advisors
Connecticut
$528K +$34.9K +131 +7%
RA
164
Royce & Associates
New York
$527K -$74.4K -280 -12%
ACM
165
Allred Capital Management
Texas
$518K -$53K -200 -9%
MWM
166
Meridian Wealth Management
Kentucky
$515K +$7.96K +30 +2%
CGH
167
Crossmark Global Holdings
Texas
$501K +$154K +580 +44%
SCM
168
Silvant Capital Management
Georgia
$494K
Bessemer Group
169
Bessemer Group
New Jersey
$489K -$4.48M -16,847 -90%
M&T Bank
170
M&T Bank
New York
$486K +$23.1K +87 +5%
Creative Planning
171
Creative Planning
Kansas
$482K -$3.45K -13 -0.7%
Fiera Capital (Canada)
172
Fiera Capital (Canada)
Quebec, Canada
$482K +$80.3K +302 +20%
RFC
173
Regions Financial Corp
Alabama
$479K -$1.33K -5 -0.3%
SC
174
Schulhoff & Co
Ohio
$478K -$26.6K -100 -5%
OC
175
Oarsman Capital
Wisconsin
$474K