WD-40
WDFC
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.
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
1% less funds holding
Funds holding: 317 → 315 (-2)
0.74% less ownership
Funds ownership: 88.77% → 88.03% (-0.74%)
13% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 104
17% less capital invested
Capital invested by funds: $3.64B → $3.02B (-$617M)
35% less call options, than puts
Call options by funds: $17.1M | Put options by funds: $26.4M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$19.3M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$13.4M |
| 4 |
Morgan Stanley
New York
|
+$12.9M |
| 5 |
Man Group
London,
United Kingdom
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$18.4M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$15.4M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$13.5M |
| 4 |
Goldman Sachs
New York
|
-$11.4M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$10.2M |
WDFC Hedge Fund Activity: Q2 2021 in Review
315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2021, worth a combined $3.02B — down 17% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WDFC positions and 39 closed out — a net gain of 1 holder — while 91 added to existing stakes and 104 trimmed.
The largest buyer was Ameriprise, adding an estimated $21.8M. The largest seller was BlackRock, cutting an estimated $18.4M.
- 315 institutional investors held WD-40 (WDFC) as of Q2 2021, down from 317 in Q1 2021.
- Funds reported $3.02B of WD-40 stock for Q2 2021, down 17% quarter-over-quarter.
- 40 funds opened new WD-40 positions in Q2 2021 and 39 closed out, a net change of +1 holder.
- The largest WD-40 buyer in Q2 2021 was Ameriprise, an estimated $21.8M added.
- The largest WD-40 seller in Q2 2021 was BlackRock, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2021.