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WD-40
WDFC

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

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

1% more funds holding

Funds holding: 315 → 317 (+2)

0.57% more ownership

Funds ownership: 88.03% → 88.6% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $3.02B → $2.76B (-$265M)

26% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $15.5M

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.55%
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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
Ameriprise
Ameriprise
Minnesota
+$13M
3
Lazard Asset Management
Lazard Asset Management
New York
+$12.3M
4
Comerica Bank
Comerica Bank
Texas
+$8.7M
5
Goldman Sachs
Goldman Sachs
New York
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$10.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$9.71M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.5M
4
BlackRock
BlackRock
New York
-$9.46M
5
PPA
Parametric Portfolio Associates
Washington
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$21.1K – – –
TIM
277
Tortoise Investment Management
New York
$20K – – –
CFB
278
Cullen/Frost Bankers
Texas
$18K – – –
ONST
279
Old North State Trust
North Carolina
$17K – – –
LC
280
Lindbrook Capital
California
$16K -$480 -2 -3%
TWA
281
TCI Wealth Advisors
Arizona
$16K +$7.92K +33 +92%
Baillie Gifford & Co
282
Baillie Gifford & Co
United Kingdom
$13K – – –
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
VCM
284
Vigilant Capital Management
Maine
$13K +$13.9K +58 New
FF
285
FourThought Financial
Florida
$12K – – –
ST
286
Sageworth Trust
Pennsylvania
$12K – – –
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$12K +$6.96K +29 +138%
VCM
288
Versant Capital Management
Arizona
$11K – – –
CWC
289
Carolinas Wealth Consulting
North Carolina
$10K – – –
ST
290
Smithfield Trust
Pennsylvania
$10K – – –
S
291
SignatureFD
Georgia
$9K -$3.12K -13 -26%
MAM
292
Meeder Asset Management
Ohio
$9K -$480 -2 -5%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$9K -$480 -2 -5%
CFO
294
CVA Family Office
Colorado
$9K – – –
DWMG
295
DB Wealth Management Group
California
$9K – – –
QCG
296
Quadrant Capital Group
Ohio
$9K – – –
FPS
297
Fieldpoint Private Securities
Connecticut
$8K – – –
Jones Financial Companies
298
Jones Financial Companies
Missouri
$8K – – –
SA
299
SRH Advisors
Kansas
$8K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
300
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7K – – –
10 11
12
13 14

WDFC Hedge Fund Activity: Q3 2021 in Review

317 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2021, worth a combined $2.76B — down 8.8% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WDFC positions and 32 closed out — a net gain of 6 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Invesco, cutting an estimated $10.9M.

  • 317 institutional investors held WD-40 (WDFC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.76B of WD-40 stock for Q3 2021, down 8.8% quarter-over-quarter.
  • 38 funds opened new WD-40 positions in Q3 2021 and 32 closed out, a net change of +6 holders.
  • The largest WD-40 buyer in Q3 2021 was Morgan Stanley, an estimated $13M added.
  • The largest WD-40 seller in Q3 2021 was Invesco, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.