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WD-40
WDFC

Overview Fund Activity

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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$155M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$74.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.7M
5
Man Group
5
Man Group
United Kingdom
$29.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$531M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.71M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$70.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$14K -$12.7K -50 -48%
S
277
SignatureFD
Georgia
$13K -$19.5K -75 -60%
CFO
278
CVA Family Office
Colorado
$13K – – –
FF
279
FourThought Financial
Florida
$13K – – –
ST
280
Sageworth Trust
Pennsylvania
$13K +$13K +50 New
PAM
281
Panagora Asset Management
Massachusetts
$12K -$367K -1,468 -97%
VCM
282
Versant Capital Management
Arizona
$12K -$500 -2 -4%
CWC
283
Carolinas Wealth Consulting
North Carolina
$12K – – –
ST
284
Smithfield Trust
Pennsylvania
$11K – – –
PFBT
285
Parkside Financial Bank & Trust
Missouri
$11K +$767 +3 +8%
MAM
286
Meeder Asset Management
Ohio
$10K -$14.9K -58 -60%
QCG
287
Quadrant Capital Group
Ohio
$10K -$6.05K -23 -38%
DWMG
288
DB Wealth Management Group
California
$10K – – –
TWA
289
TCI Wealth Advisors
Arizona
$9K -$1.5K -6 -14%
SA
290
SRH Advisors
Kansas
$9K – – –
FPS
291
Fieldpoint Private Securities
Connecticut
$9K – – –
Jones Financial Companies
292
Jones Financial Companies
Missouri
$9K +$3.09K +12 +52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
293
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$92K -368 -92%
AWA
294
Arkadios Wealth Advisors
Georgia
$7K – – –
GAM
295
Gemmer Asset Management
California
$5K – – –
IFAM
296
Institutional & Family Asset Management
Colorado
$5K – – –
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$5K +$3.7K +17 +283%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +21 New
FBT
299
First Bank & Trust
South Dakota
$4K – – –
CWP
300
Concord Wealth Partners
Virginia
$4K +$4K +15 New
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12
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