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WD-40
WDFC

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

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

1% more funds holding

Funds holding: 315 → 317 (+2)

0.57% more ownership

Funds ownership: 88.03% → 88.6% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $3.02B → $2.76B (-$265M)

26% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $15.5M

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.55%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
Ameriprise
Ameriprise
Minnesota
+$13M
3
Lazard Asset Management
Lazard Asset Management
New York
+$12.3M
4
Comerica Bank
Comerica Bank
Texas
+$8.7M
5
Goldman Sachs
Goldman Sachs
New York
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$10.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$9.71M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.5M
4
BlackRock
BlackRock
New York
-$9.46M
5
PPA
Parametric Portfolio Associates
Washington
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$13.4M +$333K +1,387 +2%
PPA
27
Parametric Portfolio Associates
Washington
$10.7M -$8.29M -34,558 -43%
N
28
Nuveen
North Carolina
$10.2M -$659K -2,747 -6%
Franklin Resources
29
Franklin Resources
California
$10.1M +$142K +590 +1%
ProShare Advisors
30
ProShare Advisors
Maryland
$9.68M -$569K -2,370 -5%
GI
31
GAMCO Investors
Connecticut
$9.34M – – –
DDC
32
DF Dent & Co
Maryland
$9.33M +$4.1M +17,087 +74%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$8.85M -$2.16M -9,000 -19%
Legal & General Group
34
Legal & General Group
United Kingdom
$8.85M +$496K +2,069 +6%
Invesco
35
Invesco
Georgia
$8.44M -$10.9M -45,635 -56%
CS
36
Credit Suisse
Switzerland
$8.07M +$1.3M +5,431 +18%
NIG
37
NFJ Investment Group
Texas
$7.8M +$2.19M +9,136 +37%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$7.06M +$80.4K +335 +1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$6.99M – – –
WT
40
Whittier Trust
California
$6.73M +$368K +1,535 +6%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.41M -$76.8K -320 -1%
Federated Hermes
42
Federated Hermes
Pennsylvania
$6.37M +$1.26M +5,270 +24%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$6.16M +$279K +1,162 +5%
BA
44
Bridgewater Associates
Connecticut
$5.49M -$202K -843 -3%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$5.2M -$48K -200 -0.9%
EP
46
Edgestream Partners
New Jersey
$5.04M +$5.22M +21,761 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.59M -$553K -2,306 -10%
Citadel Advisors
48
Citadel Advisors
Florida
$4.58M +$602K +2,511 +15%
Millennium Management
49
Millennium Management
New York
$4.43M +$530K +2,208 +13%
Stifel Financial
50
Stifel Financial
Missouri
$4.38M +$23.7K +99 +0.5%
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WDFC Hedge Fund Activity: Q3 2021 in Review

317 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2021, worth a combined $2.76B — down 8.8% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WDFC positions and 32 closed out — a net gain of 6 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Invesco, cutting an estimated $10.9M.

  • 317 institutional investors held WD-40 (WDFC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.76B of WD-40 stock for Q3 2021, down 8.8% quarter-over-quarter.
  • 38 funds opened new WD-40 positions in Q3 2021 and 32 closed out, a net change of +6 holders.
  • The largest WD-40 buyer in Q3 2021 was Morgan Stanley, an estimated $13M added.
  • The largest WD-40 seller in Q3 2021 was Invesco, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.