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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 %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$452K – – –
RHJA
177
Rice Hall James & Associates
California
$444K – – –
PA
178
Profund Advisors
Maryland
$443K -$47.7K -156 -10%
Marshall Wace
179
Marshall Wace
United Kingdom
$430K +$50.2K +164 +13%
CBT
180
Capital Bank & Trust
California
$429K – – –
HWM
181
Howard Wealth Management
Connecticut
$428K – – –
William Blair & Company
182
William Blair & Company
Illinois
$421K +$112K +367 +36%
RWP
183
RWA Wealth Partners
Massachusetts
$420K – – –
First Manhattan
184
First Manhattan
New York
$413K – – –
AAS
185
Avantax Advisory Services
Texas
$407K +$84.2K +275 +26%
KWMG
186
King Wealth Management Group
Florida
$403K -$50.5K -165 -11%
NL
187
NWAM LLC
Washington
$398K – – –
AAMU
188
Amundi Asset Management US
Massachusetts
$398K +$398K +1,300 New
6M
189
6 Meridian
Kansas
$395K -$31.2K -102 -7%
TRCT
190
Tower Research Capital (TRC)
New York
$379K +$286K +933 +306%
MWNA
191
Marshall Wace North America
New York
$377K -$489K -1,598 -56%
RB
192
Rodgers Brothers
Pennsylvania
$367K -$15.3K -50 -4%
CCIA
193
Campbell & Co Investment Adviser
Maryland
$367K +$367K +1,200 New
VRS
194
Virginia Retirement Systems
Virginia
$367K +$367K +1,200 New
HCM
195
Hollencrest Capital Management
California
$359K – – –
Bessemer Group
196
Bessemer Group
New Jersey
$352K -$211K -690 -38%
AA
197
ALPS Advisors
Colorado
$350K +$350K +1,143 New
GT
198
Glenmede Trust
Pennsylvania
$348K -$890K -2,912 -72%
CAM
199
ClariVest Asset Management
California
$341K -$399K -1,303 -54%
AIP
200
Ameritas Investment Partners
Nebraska
$340K -$10.1K -33 -3%
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