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
Name Holding Trade Value Shares
Change
Shares
Change %
ETI
251
Enterprise Trust & Investment
California
$77K +$77K +300 New
SO
252
STRS Ohio
Ohio
$76K -$127K -500 -63%
VRM
253
Vectors Research Management
New York
$71K
SPIA
254
Steward Partners Investment Advisory
New York
$70K -$45.5K -178 -39%
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$5.38K +21 +10%
AWM
256
Accel Wealth Management
Iowa
$53K +$512 +2 +1%
SOW
257
State of Wyoming
Wyoming
$52K +$51.5K +202 +10,100%
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K
VanEck Associates
259
VanEck Associates
New York
$49K +$27.6K +108 +129%
SWA
260
Sutton Wealth Advisors
Florida
$44.3K
Simplex Trading
261
Simplex Trading
Illinois
$44K -$29.6K -117 -40%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$42K +$9.16K +36 +28%
AIC
263
Archer Investment Corporation
Indiana
$37.2K
BCA
264
Berman Capital Advisors
Georgia
$34K
PWS
265
Paragon Wealth Strategies
Florida
$32K +$32K +124 New
PA
266
Parallel Advisors
California
$30K -$10.1K -39 -25%
MAWCM
267
Mine & Arao Wealth Creation & Management
California
$26K
RE
268
RBC Europe
United Kingdom
$24.3K
TPCW
269
TD Private Client Wealth
New York
$23.3K
TIM
270
Tortoise Investment Management
New York
$22K
CFB
271
Cullen/Frost Bankers
Texas
$20K +$20K +77 New
LC
272
Lindbrook Capital
California
$18K -$2.28K -9 -11%
ONST
273
Old North State Trust
North Carolina
$18K
IA
274
IFP Advisors
Florida
$16K +$16K +65 New
Baillie Gifford & Co
275
Baillie Gifford & Co
United Kingdom
$15K