WDFC icon

WD-40
WDFC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.4M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Lazard Asset Management
Lazard Asset Management
New York
$20.5M
4
Comerica Bank
Comerica Bank
Texas
$15.8M
5
Goldman Sachs
Goldman Sachs
New York
$13.4M

Top Sellers

1
Invesco
Invesco
Georgia
$8.44M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$58.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.7M
4
BlackRock
BlackRock
New York
$470M
5
PPA
Parametric Portfolio Associates
Washington
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
301
Gemmer Asset Management
California
$5K – – –
IFAM
302
Institutional & Family Asset Management
Colorado
$5K – – –
FBT
303
First Bank & Trust
South Dakota
$4K – – –
CYG
304
Clean Yield Group
Vermont
$3K – – –
FMP
305
Financial Management Professionals
Texas
$3K – – –
AAP
306
Arax Advisory Partners
Colorado
$3K +$1.64K +6 +120%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +11 New
HNB
308
Huntington National Bank
Ohio
$2K +$1.75K +7 +700%
KIG
309
Kowal Investment Group
Wisconsin
$2K +$2K +9 New
GWS
310
Glassman Wealth Services
Virginia
$1K – – –
PWMG
311
Prestige Wealth Management Group
New Jersey
$1K – – –
CFA
312
Carroll Financial Associates
North Carolina
$1K +$1K +5 New
FHA
313
First Horizon Advisors
Tennessee
$1K +$1K +5 New
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$758 – – –
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
– -$3.71M -14,500 Closed
First Trust Advisors
316
First Trust Advisors
Illinois
– -$2.98M -11,619 Closed
HF
317
HRT Financial
New York
– -$1.85M -7,228 Closed
PI
318
PEAK6 Investments
Illinois
– -$926K -3,614 Closed
Arrowstreet Capital
319
Arrowstreet Capital
Massachusetts
– -$897K -3,500 Closed
TI
320
Trexquant Investment
Connecticut
– -$464K -1,809 Closed
CM
321
Capula Management
Cayman Islands
– -$424K -1,660 Closed
WAM
322
Wolverine Asset Management
Illinois
– -$370K -1,444 Closed
BCM
323
Bayesian Capital Management
New York
– -$326K -1,273 Closed
William Blair & Company
324
William Blair & Company
Illinois
– -$317K -1,235 Closed
AA
325
ALPS Advisors
Colorado
– -$293K -1,143 Closed
10 11 12
13
14