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WD-40
WDFC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
100
Reduced
84
Closed
41
Calls
$14.7M
Puts
$14.6M
Net Calls
+$134K
Net Calls Change
+$4.14M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$63M
2
Principal Financial Group
Principal Financial Group
Iowa
$44.9M
3
BlackRock
BlackRock
New York
$514M
4
Ameriprise
Ameriprise
Minnesota
$125M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$74.9M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$18.5M
2
Lazard Asset Management
Lazard Asset Management
New York
$11.3M
3
Comerica Bank
Comerica Bank
Texas
$8.15M
4
Renaissance Technologies
Renaissance Technologies
New York
$72.6M
5
NIG
NFJ Investment Group
Texas
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
226
American Portfolios Advisors
New York
$183K +$245 +1 +0.1%
AF
227
Advisornet Financial
Minnesota
$171K – – –
GWSG
228
GPS Wealth Strategies Group
Colorado
$171K – – –
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
Fidelity Investments
230
Fidelity Investments
Massachusetts
$147K -$731 -3 -0.5%
TCOV
231
Trust Company of Vermont
Vermont
$141K +$141K +575 New
WOSD
232
WFA of San Diego
California
$140K +$140K +574 New
HIA
233
Harbor Investment Advisory
Maryland
$128K -$733 -3 -0.6%
NSIM
234
North Star Investment Management
Illinois
$122K – – –
GI
235
Gradient Investments
Minnesota
$122K – – –
SO
236
STRS Ohio
Ohio
$97K +$72.8K +300 +300%
Macquarie Group
237
Macquarie Group
Australia
$92K – – –
MHR
238
Matthew Hamilton Rosenberg
$90K – – –
SOW
239
State of Wyoming
Wyoming
$88K – – –
AWM
240
Accel Wealth Management
Iowa
$79K +$28.7K +118 +57%
AF
241
Allworth Financial
California
$78K +$244 +1 +0.3%
CA
242
Cornerstone Advisory
Maryland
$77K +$77K +316 New
TRCT
243
Tower Research Capital (TRC)
New York
$75K -$251K -1,029 -77%
WT
244
Washington Trust
Rhode Island
$73K – – –
MA
245
MUFG Americas
New York
$73K – – –
ETI
246
Enterprise Trust & Investment
California
$73K – – –
CFFP
247
Center for Financial Planning
Michigan
$73K – – –
Ohio Public Employees Retirement System (OPERS)
248
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K +$6.85K +28 +11%
VRM
249
Vectors Research Management
New York
$68K – – –
SPIA
250
Steward Partners Investment Advisory
New York
$67K – – –
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