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
Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.57%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
226
Tocqueville Asset Management
New York
$231K
VFA
227
Voya Financial Advisors
Connecticut
$229K +$13.1K +56 +6%
BIM
228
Baldwin Investment Management
Pennsylvania
$227K -$5.79K -25 -2%
SS
229
Simplicity Solutions
Minnesota
$222K +$18.8K +81 +9%
PAMS
230
Pictet Asset Management (Switzerland)
Switzerland
$216K +$216K +934 New
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$215K -$532K -2,296 -71%
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$212K +$212K +916 New
BJ
233
Brouwer & Janachowski
California
$212K +$11.8K +51 +6%
SCM
234
Shelton Capital Management
Colorado
$205K
WA
235
Wealth Alliance
New York
$203K -$3.48K -15 -2%
CL
236
CIM LLC
New York
$203K +$203K +869 New
BFEC
237
Benjamin F. Edwards & Company
Missouri
$197K
APA
238
American Portfolios Advisors
New York
$172K +$463 +2 +0.3%
PHK
239
Point72 Hong Kong
Hong Kong
$165K +$165K +712 New
AF
240
Advisornet Financial
Minnesota
$162K -$124K -534 -43%
GWSG
241
GPS Wealth Strategies Group
Colorado
$161K +$18.9K +82 +13%
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$160K
PH
243
Pinnacle Holdings
Oklahoma
$146K +$146K +629 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$140K -$3.7K -16 -3%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$139K -$10.9K -47 -7%
HIA
246
Harbor Investment Advisory
Maryland
$122K +$52.6K +227 +76%
NSIM
247
North Star Investment Management
Illinois
$116K
GI
248
Gradient Investments
Minnesota
$116K
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$88K
Macquarie Group
250
Macquarie Group
Australia
$87K -$21.6K -93 -20%