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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 %
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$1M – – –
SEI Investments
127
SEI Investments
Pennsylvania
$973K +$451 +2 +0%
DY
128
Dowling & Yahnke
California
$960K – – –
CANY
129
Caxton Associates (New York)
New York
$940K +$608K +2,625 +183%
CA
130
Clearstead Advisors
Ohio
$934K +$694 +3 +0.1%
Allianz Asset Management
131
Allianz Asset Management
Germany
$926K -$744K -3,213 -45%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$902K – – –
HighTower Advisors
133
HighTower Advisors
Illinois
$889K +$9.28K +40 +1%
MFS
134
Mirabella Financial Services
United Kingdom
$886K +$886K +3,828 New
ASRS
135
Arizona State Retirement System
Arizona
$864K +$3.01K +13 +0.3%
RJA
136
Raymond James & Associates
Florida
$854K -$28K -121 -3%
CCIA
137
Campbell & Co Investment Adviser
Maryland
$845K +$845K +3,650 New
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$841K -$61.6K -266 -7%
PBC
139
Pavion Blue Capital
California
$810K -$127K -550 -14%
CTC
140
Central Trust Company
Missouri
$804K – – –
GWM
141
Geneos Wealth Management
Colorado
$791K – – –
CSS
142
Cubist Systematic Strategies
Connecticut
$749K +$98.2K +424 +15%
QT
143
Quantbot Technologies
New York
$740K +$102K +439 +16%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$733K +$110K +475 +18%
OSIA
145
O'Shares Investment Advisers
Massachusetts
$727K -$521K -2,249 -42%
PAI
146
Pittenger & Anderson Inc
Nebraska
$725K +$51K +220 +8%
CC
147
Centiva Capital
New York
$721K +$721K +3,113 New
BF
148
BOK Financial
Oklahoma
$691K +$691K +2,985 New
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$685K +$101K +436 +17%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$683K +$135K +585 +25%
4 5
6
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