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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.

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 %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$13.4M +$321K +1,387 +2%
PPA
27
Parametric Portfolio Associates
Washington
$10.7M -$8M -34,558 -43%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$10.2M -$625K -2,747 -6%
Franklin Resources
29
Franklin Resources
California
$10.1M +$137K +590 +1%
ProShare Advisors
30
ProShare Advisors
Maryland
$9.68M -$549K -2,370 -5%
GI
31
GAMCO Investors
Connecticut
$9.34M – – –
DDC
32
DF Dent & Co
Maryland
$9.33M +$3.96M +17,087 +74%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$8.85M -$2.08M -9,000 -19%
Legal & General Group
34
Legal & General Group
United Kingdom
$8.85M +$479K +2,069 +6%
Invesco
35
Invesco
Georgia
$8.44M -$10.6M -45,635 -56%
CS
36
Credit Suisse
Switzerland
$8.07M +$1.26M +5,431 +18%
NIG
37
NFJ Investment Group
Texas
$7.8M +$2.11M +9,136 +37%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$7.06M +$77.6K +335 +1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$6.99M – – –
WT
40
Whittier Trust
California
$6.73M +$355K +1,535 +6%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.41M -$74.1K -320 -1%
Federated Hermes
42
Federated Hermes
Pennsylvania
$6.37M +$1.22M +5,270 +24%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$6.16M +$269K +1,162 +5%
BA
44
Bridgewater Associates
Connecticut
$5.49M -$195K -843 -3%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$5.2M -$46.3K -200 -0.9%
EP
46
Edgestream Partners
New Jersey
$5.04M +$5.04M +21,761 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.59M -$534K -2,306 -10%
Citadel Advisors
48
Citadel Advisors
Florida
$4.58M +$581K +2,511 +15%
Millennium Management
49
Millennium Management
New York
$4.43M +$511K +2,208 +13%
Stifel Financial
50
Stifel Financial
Missouri
$4.38M +$22.9K +99 +0.5%
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