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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 %
CBT
326
Capital Bank & Trust
California
– -$429K -1,400 Closed
AAS
327
Avantax Advisory Services
Texas
– -$407K -1,330 Closed
MWNA
328
Marshall Wace North America
New York
– -$377K -1,231 Closed
CCIA
329
Campbell & Co Investment Adviser
Maryland
– -$367K -1,200 Closed
CAM
330
ClariVest Asset Management
California
– -$341K -1,114 Closed
EGM
331
Engineers Gate Manager
New York
– -$325K -1,061 Closed
CL
332
CIM LLC
New York
– -$252K -1,045 Closed
Mitsubishi UFJ Trust & Banking
333
Mitsubishi UFJ Trust & Banking
Japan
– -$305K -996 Closed
GAM
334
Gotham Asset Management
New York
– -$296K -966 Closed
BCA
335
Bay Colony Advisors
Massachusetts
– -$285K -931 Closed
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
– -$279K -911 Closed
DCM
337
Dupont Capital Management
Delaware
– -$258K -842 Closed
BAM
338
Bruderman Asset Management
New York
– -$249K -815 Closed
SNBOSCI
339
Security National Bank of Sioux City Iowa
Iowa
– -$245K -800 Closed
PFS
340
Prospera Financial Services
Texas
– -$230K -748 Closed
CAN
341
Cetera Advisor Networks
California
– -$214K -698 Closed
LIA
342
LS Investment Advisors
Michigan
– -$212K -691 Closed
ECM
343
Evergreen Capital Management
Washington
– -$210K -687 Closed
SFA
344
Sequoia Financial Advisors
Ohio
– -$207K -675 Closed
GTCM
345
Gyon Technologies Capital Management
New Jersey
– -$205K -671 Closed
Sumitomo Mitsui Trust Group
346
Sumitomo Mitsui Trust Group
Japan
– -$204K -665 Closed
PHK
347
Point72 Hong Kong
Hong Kong
– -$92K -299 Closed
APWM
348
Atlas Private Wealth Management
New York
– -$47K -152 Closed
SWM
349
Spire Wealth Management
Virginia
– -$25K -81 Closed
IAIM
350
International Assets Investment Management
Florida
– -$9K -28 Closed
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14
15