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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.

New
Increased
Maintained
Reduced
Closed
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 %
AMM
101
American Money Management
California
$1.57M +$1.57M +6,769 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$1.53M +$92.6K +400 +6%
ZIM
103
Zacks Investment Management
Illinois
$1.41M +$1.41M +6,095 New
JF
104
Jump Financial
Illinois
$1.39M -$764K -3,300 -35%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$1.3M – – –
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$1.28M +$1.28M +5,394 New
II
107
Inspire Investing
Idaho
$1.27M +$921K +3,979 +262%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.26M -$15.7K -68 -1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.23M -$85.3K -363 -6%
ETC
110
Exchange Traded Concepts
Oklahoma
$1.23M +$392K +1,693 +47%
AQR Capital Management
111
AQR Capital Management
Connecticut
$1.22M -$248K -1,073 -17%
DC
112
Davenport & Co
Virginia
$1.17M +$159K +686 +16%
GCP
113
GSA Capital Partners
United Kingdom
$1.16M +$1.16M +5,004 New
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.16M – – –
UBS Group
115
UBS Group
Switzerland
$1.13M +$28.5K +123 +3%
VFA
116
Values First Advisors
Tennessee
$1.11M +$14.6K +63 +1%
MIM
117
MetLife Investment Management
New Jersey
$1.09M – – –
NIPH
118
NN Investment Partners Holdings
Netherlands
$1.06M -$347K -1,500 -25%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.06M +$28.9K +125 +3%
IWA
120
Intercontinental Wealth Advisors
Texas
$1.05M -$93.1K -402 -8%
TYCC
121
Texas Yale Capital Corp
Florida
$1.05M +$5.79K +25 +0.6%
LPL Financial
122
LPL Financial
California
$1.04M -$13.4K -58 -1%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$1.02M -$109K -470 -10%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$1.01M – – –
DA
125
Duality Advisers
Florida
$1.01M -$1.15M -4,956 -53%
3 4
5
6 7