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 %
MHR
251
Matthew Hamilton Rosenberg
$86K
SOW
252
State of Wyoming
Wyoming
$83K +$35.7K +154 +75%
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$80K +$462 +2 +0.6%
AF
254
Allworth Financial
California
$74K +$696 +3 +0.9%
VanEck Associates
255
VanEck Associates
New York
$71K +$26.5K +114 +59%
ETI
256
Enterprise Trust & Investment
California
$69K
MA
257
MUFG Americas
New York
$69K
WT
258
Washington Trust
Rhode Island
$69K
CFFP
259
Center for Financial Planning
Michigan
$69K
VRM
260
Vectors Research Management
New York
$64K
SPIA
261
Steward Partners Investment Advisory
New York
$63K
Ohio Public Employees Retirement System (OPERS)
262
Ohio Public Employees Retirement System (OPERS)
Ohio
$60K +$4.65K +20 +8%
AWM
263
Accel Wealth Management
Iowa
$48K
SWA
264
Sutton Wealth Advisors
Florida
$46.3K +$6.25K +27 +16%
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K
Simplex Trading
266
Simplex Trading
Illinois
$44K
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$40K +$1.85K +8 +5%
AIC
268
Archer Investment Corporation
Indiana
$33.6K
BCA
269
Berman Capital Advisors
Georgia
$31K
PA
270
Parallel Advisors
California
$29K +$2.3K +10 +9%
EBA
271
Eagle Bay Advisors
New York
$27K +$26.8K +115 +11,500%
BEI
272
Benjamin Edwards Inc
Missouri
$27K +$27K +116 New
SO
273
STRS Ohio
Ohio
$23K -$46K -200 -67%
MAWCM
274
Mine & Arao Wealth Creation & Management
California
$23K
RE
275
RBC Europe
United Kingdom
$22K