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

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.44M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$58.1M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$54.7M
4
BlackRock
4
BlackRock
New York
$470M
5
PPA
5
Parametric Portfolio Associates
Washington
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
326
HSBC Holdings
United Kingdom
– -$276K -1,082 Closed
CCA
327
Cobblestone Capital Advisors
New York
– -$255K -995 Closed
Balyasny Asset Management
328
Balyasny Asset Management
Illinois
– -$253K -986 Closed
CCM
329
Coldstream Capital Management
Washington
– -$252K -982 Closed
PCMC
330
Paragon Capital Management (Colorado)
Colorado
– -$213K -831 Closed
Amundi
331
Amundi
France
– -$205K -801 Closed
SNBOSD
332
Security National Bank of So Dak
Iowa
– -$205K -800 Closed
WS
333
Wedbush Securities
California
– -$202K -789 Closed
ASN
334
Advisory Services Network
Georgia
– -$199K -774 Closed
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
– -$128K -500 Closed
TCOV
336
Trust Company of Vermont
Vermont
– -$96K -375 Closed
PWS
337
Paragon Wealth Strategies
Florida
– -$32K -124 Closed
IA
338
IFP Advisors
Florida
– -$16K -65 Closed
PAM
339
Panagora Asset Management
Massachusetts
– -$12K -48 Closed
AWA
340
Arkadios Wealth Advisors
Georgia
– -$7K -30 Closed
CWP
341
Concord Wealth Partners
Virginia
– -$4K -15 Closed
CFGS
342
Concourse Financial Group Securities
Alabama
– -$3K -10 Closed
CA
343
Crewe Advisors
Utah
– -$2K -9 Closed
BC
344
Burleson & Co
California
– -$1K -5 Closed
GKIM
345
GW&K Investment Management
Massachusetts
– -$1K -3 Closed
EI
346
Ellevest Inc
New York
– -$1K -2 Closed
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