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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$13M |
| 3 |
Lazard Asset Management
New York
|
+$12.3M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$8.7M |
| 5 |
Goldman Sachs
New York
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$9.71M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.5M |
| 4 |
BlackRock
New York
|
-$9.46M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$8.29M |
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.