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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
Group One Trading
151
Group One Trading
Illinois
$671K +$696K +2,900 New
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$663K +$144K +600 +26%
TCM
153
TD Capital Management
Tennessee
$644K – – –
Jane Street
154
Jane Street
New York
$629K +$153K +636 +31%
GCMG
155
Gyroscope Capital Management Group
Florida
$625K -$35.3K -147 -5%
FL
156
Fort LP
Maryland
$617K -$430K -1,793 -40%
BAM
157
Belpointe Asset Management
Nevada
$615K +$638K +2,658 New
NA
158
Navellier & Associates
Nevada
$610K -$453K -1,890 -42%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$604K +$60.7K +253 +11%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$582K +$136K +568 +29%
ECM
161
Everence Capital Management
Indiana
$579K – – –
Marshall Wace
162
Marshall Wace
United Kingdom
$579K +$600K +2,503 New
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$562K +$583K +2,430 New
ECM
164
ExodusPoint Capital Management
New York
$543K +$562K +2,344 New
GAM
165
Gotham Asset Management
New York
$532K +$551K +2,299 New
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$529K – – –
US Bancorp
167
US Bancorp
Minnesota
$528K -$960 -4 -0.2%
RFC
168
Regions Financial Corp
Alabama
$521K -$28.8K -120 -5%
BCM
169
Bridgeway Capital Management
Texas
$509K +$528K +2,200 New
Creative Planning
170
Creative Planning
Kansas
$505K -$98.3K -410 -16%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$500K +$87.8K +366 +20%
PP
172
Prudential plc
United Kingdom
$496K -$15.6K -65 -3%
VI
173
Versor Investments
New York
$494K +$512K +2,135 New
ACM
174
AlphaCrest Capital Management
New York
$486K -$697K -2,905 -58%
ANTB
175
AMG National Trust Bank
Colorado
$473K – – –
5 6
7
8 9

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.