WD-40
WDFC
307 hedge funds and large institutions have $2.99B invested in WD-40 in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 41 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 84
8% more capital invested
Capital invested by funds: $2.76B → $2.99B (+$234M)
2.19% more ownership
Funds ownership: 88.6% → 90.79% (+2.2%)
1% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $14.6M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 317 → 307 (-10)
17% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$60M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.3M |
| 3 |
BlackRock
New York
|
+$16.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.3M |
| 5 |
Neuberger Berman Group
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$37.5M |
| 2 |
Lazard Asset Management
New York
|
-$9.9M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$8.03M |
| 4 |
Renaissance Technologies
New York
|
-$6.75M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$5.02M |
WDFC Hedge Fund Activity: Q4 2021 in Review
307 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2021, worth a combined $2.99B — up 8.5% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WDFC and 34 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 100 added.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $60M. The largest seller was Acadian Asset Management, cutting an estimated $37.5M.
- 307 institutional investors held WD-40 (WDFC) as of Q4 2021, down from 317 in Q3 2021.
- Funds reported $2.99B of WD-40 stock for Q4 2021, up 8.5% quarter-over-quarter.
- 34 funds opened new WD-40 positions in Q4 2021 and 41 closed out, a net change of -7 holders.
- The largest WD-40 buyer in Q4 2021 was First Trust Advisors, an estimated $60M added.
- The largest WD-40 seller in Q4 2021 was Acadian Asset Management, an estimated $37.5M sold.
Based on aggregated 13F filings for Q4 2021.