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WD-40
WDFC

Overview Fund Activity

315 hedge funds and large institutions have $3.02B invested in WD-40 in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
91
Reduced
104
Closed
39
Calls
$17.1M
Puts
$26.4M
Net Calls
-$9.29M
Net Calls Change
-$8.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$155M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$74.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.7M
5
Man Group
5
Man Group
United Kingdom
$29.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$531M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.71M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$70.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
226
Security National Bank of So Dak
Iowa
$205K +$205K +800 New
Amundi
227
Amundi
France
$205K +$205K +801 New
WS
228
Wedbush Securities
California
$202K -$1.54K -6 -0.8%
ASN
229
Advisory Services Network
Georgia
$199K +$199K +774 New
APA
230
American Portfolios Advisors
New York
$190K -$7.18K -28 -4%
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K – – –
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$166K +$769 +3 +0.5%
SG Americas Securities
233
SG Americas Securities
New York
$165K -$391K -1,526 -70%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$159K -$15.1K -59 -9%
GWSG
235
GPS Wealth Strategies Group
Colorado
$158K – – –
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$128K -$3.07K -12 -2%
NSIM
237
North Star Investment Management
Illinois
$128K – – –
GI
238
Gradient Investments
Minnesota
$128K – – –
Macquarie Group
239
Macquarie Group
Australia
$120K – – –
PMAS
240
PNC Managed Account Solutions
Texas
$102K +$102K +400 New
Robeco Institutional Asset Management
241
Robeco Institutional Asset Management
Netherlands
$98K – – –
TCOV
242
Trust Company of Vermont
Vermont
$96K – – –
MHR
243
Matthew Hamilton Rosenberg
$95K -$15.9K -62 -14%
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$88K +$34.3K +134 +64%
TRCT
245
Tower Research Capital (TRC)
New York
$82K -$235K -918 -74%
AF
246
Allworth Financial
California
$81K +$256 +1 +0.3%
WT
247
Washington Trust
Rhode Island
$77K – – –
CFFP
248
Center for Financial Planning
Michigan
$77K – – –
MA
249
MUFG Americas
New York
$77K – – –
HIA
250
Harbor Investment Advisory
Maryland
$77K +$25.7K +100 +50%
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