WDFC icon

WD-40
WDFC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
91
Reduced
104
Closed
39
Calls
$17.1M
Puts
$26.4M
Net Calls
-$9.29M
Net Calls Change
-$8.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$155M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$74.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.7M
5
Man Group
5
Man Group
United Kingdom
$29.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$531M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.71M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$70.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.44M +$281K +1,089 +24%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$1.44M – – –
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.41M -$423K -1,652 -23%
OSIA
104
O'Shares Investment Advisers
Massachusetts
$1.38M +$171K +668 +14%
ACM
105
AlphaCrest Capital Management
New York
$1.28M +$591K +2,305 +85%
MUAMU
106
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.28M – – –
IWA
107
Intercontinental Wealth Advisors
Texas
$1.27M +$2.05K +8 +0.2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.25M -$603K -2,355 -33%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.24M +$480K +1,873 +63%
UBS Group
110
UBS Group
Switzerland
$1.22M -$1.64M -6,394 -57%
VFA
111
Values First Advisors
Tennessee
$1.21M +$1.21M +4,733 New
MIM
112
MetLife Investment Management
New Jersey
$1.21M -$119K -464 -9%
SEI Investments
113
SEI Investments
Pennsylvania
$1.17M -$76.4K -281 -6%
LPL Financial
114
LPL Financial
California
$1.17M +$244K +953 +26%
TYCC
115
Texas Yale Capital Corp
Florida
$1.16M +$3.85K +15 +0.3%
NA
116
Navellier & Associates
Nevada
$1.16M +$738K +2,882 +176%
FL
117
Fort LP
Maryland
$1.14M -$576K -2,248 -34%
Osaic Holdings
118
Osaic Holdings
Arizona
$1.14M +$198K +775 +21%
DC
119
Davenport & Co
Virginia
$1.12M +$1.12M +4,378 New
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$1.12M – – –
Fiera Capital (Canada)
121
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$374K +1,458 +51%
DY
122
Dowling & Yahnke
California
$1.06M +$7.69K +30 +0.7%
PBC
123
Pavion Blue Capital
California
$1.04M – – –
CA
124
Clearstead Advisors
Ohio
$1.03M +$5.12K +20 +0.5%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$1,000K +$64.1K +250 +7%
3 4
5
6 7