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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 %
WA
201
WBH Advisory
Maryland
$337K -$7.66K -25 -2%
PAMU
202
Pictet Asset Management (UK)
United Kingdom
$337K – – –
SFO
203
Stokes Family Office
Louisiana
$328K – – –
EGM
204
Engineers Gate Manager
New York
$325K -$64.6K -211 -17%
WSFS
205
Wilmington Savings Fund Society
Delaware
$318K – – –
BCM
206
Buckhead Capital Management
Georgia
$312K +$41.3K +135 +15%
CCM
207
Coldstream Capital Management
Washington
$309K +$5.52K +18 +2%
CAM
208
Congress Asset Management
Massachusetts
$308K – – –
TAM
209
Tocqueville Asset Management
New York
$306K – – –
Mitsubishi UFJ Trust & Banking
210
Mitsubishi UFJ Trust & Banking
Japan
$305K -$360K -1,174 -54%
CCA
211
Cobblestone Capital Advisors
New York
$305K -$61.9K -202 -17%
BIM
212
Baldwin Investment Management
Pennsylvania
$300K – – –
GAM
213
Gotham Asset Management
New York
$296K +$296K +966 New
WA
214
Wealth Alliance
New York
$288K -$32.5K -106 -10%
D.E. Shaw & Co
215
D.E. Shaw & Co
New York
$287K -$30.6K -100 -10%
BCA
216
Bay Colony Advisors
Massachusetts
$285K +$612 +2 +0.2%
SCM
217
Shelton Capital Management
Colorado
$281K – – –
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$279K +$613 +2 +0.2%
OAM
219
Oppenheimer Asset Management
New York
$274K -$372K -1,214 -58%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$260K -$1.23K -4 -0.5%
DCM
221
Dupont Capital Management
Delaware
$258K +$258K +842 New
PCMC
222
Paragon Capital Management (Colorado)
Colorado
$254K – – –
CL
223
CIM LLC
New York
$252K +$6.99K +29 +3%
BAM
224
Bruderman Asset Management
New York
$249K +$9.78K +32 +4%
SNBOSCI
225
Security National Bank of Sioux City Iowa
Iowa
$245K – – –
7 8
9
10 11