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WD-40
WDFC

317 hedge funds and large institutions have $2.76B invested in WD-40 in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

1% more funds holding

Funds holding: 315 → 317 (+2)

0.57% more ownership

Funds ownership: 88.03% → 88.6% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $3.02B → $2.76B (-$265M)

26% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $15.5M

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
97
Reduced
93
Closed
32
Calls
$11.5M
Puts
$15.5M
Net Calls
-$4M
Net Calls Change
+$5.28M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
Ameriprise
Ameriprise
Minnesota
+$13M
3
Lazard Asset Management
Lazard Asset Management
New York
+$12.3M
4
Comerica Bank
Comerica Bank
Texas
+$8.7M
5
Goldman Sachs
Goldman Sachs
New York
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$10.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$9.71M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.5M
4
BlackRock
BlackRock
New York
-$9.46M
5
PPA
Parametric Portfolio Associates
Washington
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$231K – – –
VFA
227
Voya Financial Advisors
Connecticut
$229K +$13.4K +56 +6%
BIM
228
Baldwin Investment Management
Pennsylvania
$227K -$6K -25 -2%
SS
229
Simplicity Solutions
Minnesota
$222K +$19.4K +81 +9%
PAMS
230
Pictet Asset Management (Switzerland)
Switzerland
$216K +$224K +934 New
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$215K -$551K -2,296 -71%
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$212K +$220K +916 New
BJ
233
Brouwer & Janachowski
California
$212K +$12.2K +51 +6%
SCM
234
Shelton Capital Management
Colorado
$205K – – –
WA
235
Wealth Alliance
New York
$203K -$3.6K -15 -2%
CL
236
CIM LLC
New York
$203K +$208K +869 New
BFEC
237
Benjamin F. Edwards & Company
Missouri
$197K – – –
APA
238
American Portfolios Advisors
New York
$172K +$480 +2 +0.3%
PHK
239
Point72 Hong Kong
Hong Kong
$165K +$171K +712 New
AF
240
Advisornet Financial
Minnesota
$162K -$128K -534 -43%
GWSG
241
GPS Wealth Strategies Group
Colorado
$161K +$19.7K +82 +13%
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$160K – – –
PH
243
Pinnacle Holdings
Oklahoma
$146K +$151K +629 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$140K -$3.84K -16 -3%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$139K -$11.3K -47 -7%
HIA
246
Harbor Investment Advisory
Maryland
$122K +$54.5K +227 +76%
GI
247
Gradient Investments
Minnesota
$116K – – –
NSIM
248
North Star Investment Management
Illinois
$116K – – –
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$88K – – –
Macquarie Group
250
Macquarie Group
Australia
$87K -$22.3K -93 -20%
8 9
10
11 12

WDFC Hedge Fund Activity: Q3 2021 in Review

317 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2021, worth a combined $2.76B — down 8.8% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WDFC positions and 32 closed out — a net gain of 6 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Invesco, cutting an estimated $10.9M.

  • 317 institutional investors held WD-40 (WDFC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.76B of WD-40 stock for Q3 2021, down 8.8% quarter-over-quarter.
  • 38 funds opened new WD-40 positions in Q3 2021 and 32 closed out, a net change of +6 holders.
  • The largest WD-40 buyer in Q3 2021 was Morgan Stanley, an estimated $13M added.
  • The largest WD-40 seller in Q3 2021 was Invesco, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.