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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 %
CFGS
301
Concourse Financial Group Securities
Alabama
$3K – – –
FMP
302
Financial Management Professionals
Texas
$3K +$3K +11 New
CYG
303
Clean Yield Group
Vermont
$3K +$3K +12 New
AIG
304
American International Group
New York
$2.28K -$54 -210 -2%
CA
305
Crewe Advisors
Utah
$2K -$4.22K -19 -68%
GKIM
306
GW&K Investment Management
Massachusetts
$1K -$2.33K -7 -70%
EI
307
Ellevest Inc
New York
$1K -$2.5K -5 -71%
PWMG
308
Prestige Wealth Management Group
New Jersey
$1K – – –
GWS
309
Glassman Wealth Services
Virginia
$1K – – –
BC
310
Burleson & Co
California
$1K – – –
FHC
311
First Horizon Corporation
Tennessee
$1K – – –
EBA
312
Eagle Bay Advisors
New York
$1K +$1K +1 New
AAP
313
Arax Advisory Partners
Colorado
$1K +$1K +5 New
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$839 -$134 -525 -14%
Lord, Abbett & Co
315
Lord, Abbett & Co
New Jersey
– -$9.33M -30,479 Closed
KAM
316
Karani Asset Management
New York
– -$3.06M -10,006 Closed
AMM
317
American Money Management
California
– -$2.1M -6,844 Closed
Skandinaviska Enskilda Banken (SEB)
318
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.5M -4,900 Closed
Aviva
319
Aviva
United Kingdom
– -$1.22M -3,967 Closed
HIM
320
Hillsdale Investment Management
Ontario, Canada
– -$1.04M -3,400 Closed
KFA
321
Krane Funds Advisors
New York
– -$861K -2,811 Closed
DTL
322
Dynamic Technology Lab
Singapore
– -$506K -1,651 Closed
QI
323
QS Investors
New York
– -$495K -1,616 Closed
ECM
324
ExodusPoint Capital Management
New York
– -$468K -1,530 Closed
Marshall Wace
325
Marshall Wace
United Kingdom
– -$430K -1,404 Closed
11 12
13
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