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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
AMM
101
American Money Management
California
$1.57M +$1.62M +6,769 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$1.53M +$96K +400 +6%
ZIM
103
Zacks Investment Management
Illinois
$1.41M +$1.46M +6,095 New
JF
104
Jump Financial
Illinois
$1.39M -$792K -3,300 -35%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$1.3M – – –
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$1.28M +$1.29M +5,394 New
II
107
Inspire Investing
Idaho
$1.27M +$954K +3,979 +262%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.26M -$16.3K -68 -1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.23M -$87.1K -363 -6%
ETC
110
Exchange Traded Concepts
Oklahoma
$1.23M +$406K +1,693 +47%
AQR Capital Management
111
AQR Capital Management
Connecticut
$1.22M -$257K -1,073 -17%
DC
112
Davenport & Co
Virginia
$1.17M +$165K +686 +16%
GCP
113
GSA Capital Partners
United Kingdom
$1.16M +$1.2M +5,004 New
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.16M – – –
UBS Group
115
UBS Group
Switzerland
$1.13M +$29.5K +123 +3%
VFA
116
Values First Advisors
Tennessee
$1.11M +$15.1K +63 +1%
MIM
117
MetLife Investment Management
New Jersey
$1.09M – – –
NIPH
118
NN Investment Partners Holdings
Netherlands
$1.06M -$360K -1,500 -25%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.06M +$30K +125 +3%
IWA
120
Intercontinental Wealth Advisors
Texas
$1.05M -$96.4K -402 -8%
TYCC
121
Texas Yale Capital Corp
Florida
$1.05M +$6K +25 +0.6%
LPL Financial
122
LPL Financial
California
$1.04M -$13.9K -58 -1%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$1.02M -$113K -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 -$1.19M -4,956 -53%
3 4
5
6 7

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.