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WD-40
WDFC

Overview Fund Activity

307 hedge funds and large institutions have $2.99B invested in WD-40 in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
100
Reduced
84
Closed
41
Calls
$14.7M
Puts
$14.6M
Net Calls
+$134K
Net Calls Change
+$4.14M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$63M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.9M
3
BlackRock
3
BlackRock
New York
$514M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$74.9M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$18.5M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$11.3M
3
Comerica Bank
3
Comerica Bank
Texas
$8.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$72.6M
5
NIG
5
NFJ Investment Group
Texas
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$1.45M -$801K -3,276 -36%
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$1.34M +$17.4K +71 +1%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$1.33M -$2.06M -8,430 -61%
ETC
104
Exchange Traded Concepts
Oklahoma
$1.33M +$33K +135 +3%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.3M -$29.1K -119 -2%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.29M -$77.3K -316 -6%
Fiera Capital (Canada)
107
Fiera Capital (Canada)
Quebec, Canada
$1.28M +$226K +926 +21%
UBS Group
108
UBS Group
Switzerland
$1.24M +$39.6K +162 +3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.19M -$101K -412 -8%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$1.18M +$1.18M +4,809 New
DC
111
Davenport & Co
Virginia
$1.17M -$69.3K -283 -6%
MIM
112
MetLife Investment Management
New Jersey
$1.15M – – –
Russell Investments Group
113
Russell Investments Group
United Kingdom
$1.15M -$1.92M -7,865 -63%
IWA
114
Intercontinental Wealth Advisors
Texas
$1.1M -$12K -49 -1%
TYCC
115
Texas Yale Capital Corp
Florida
$1.08M -$34.3K -140 -3%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$1.07M – – –
DY
117
Dowling & Yahnke
California
$1.02M – – –
SEI Investments
118
SEI Investments
Pennsylvania
$1M -$5.15K -22 -0.5%
Osaic Holdings
119
Osaic Holdings
Arizona
$997K -$121K -494 -11%
CA
120
Clearstead Advisors
Ohio
$990K +$3.18K +13 +0.3%
Allianz Asset Management
121
Allianz Asset Management
Germany
$976K -$2.69K -11 -0.3%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$953K – – –
HighTower Advisors
123
HighTower Advisors
Illinois
$932K +$6.52K +27 +0.7%
VFA
124
Values First Advisors
Tennessee
$917K -$256K -1,048 -22%
ASRS
125
Arizona State Retirement System
Arizona
$902K -$11K -45 -1%
3 4
5
6 7