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WD-40
WDFC

Overview Fund Activity

315 hedge funds and large institutions have $3.02B invested in WD-40 in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
91
Reduced
104
Closed
39
Calls
$17.1M
Puts
$26.4M
Net Calls
-$9.29M
Net Calls Change
-$8.08M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$155M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$74.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.7M
5
Man Group
5
Man Group
United Kingdom
$29.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$531M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.71M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$70.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
176
Capula Management
Cayman Islands
$424K +$424K +1,660 New
SC
177
Schulhoff & Co
Ohio
$397K -$38.4K -150 -9%
II
178
Inspire Investing
Idaho
$389K -$660K -2,576 -63%
SCM
179
Stonebridge Capital Management
California
$384K – – –
PA
180
Profund Advisors
Maryland
$383K +$11.3K +44 +3%
RHJA
181
Rice Hall James & Associates
California
$372K – – –
WAM
182
Wolverine Asset Management
Illinois
$370K +$370K +1,444 New
CANY
183
Caxton Associates (New York)
New York
$368K +$368K +1,435 New
HWM
184
Howard Wealth Management
Connecticut
$358K – – –
RWP
185
RWA Wealth Partners
Massachusetts
$351K – – –
First Manhattan
186
First Manhattan
New York
$351K +$5.12K +20 +1%
GT
187
Glenmede Trust
Pennsylvania
$348K +$56.3K +220 +19%
KWMG
188
King Wealth Management Group
Florida
$337K – – –
NL
189
NWAM LLC
Washington
$333K – – –
VRS
190
Virginia Retirement Systems
Virginia
$333K +$25.6K +100 +8%
6M
191
6 Meridian
Kansas
$329K -$2.31K -9 -0.7%
BCM
192
Bayesian Capital Management
New York
$326K +$326K +1,273 New
William Blair & Company
193
William Blair & Company
Illinois
$317K -$35.9K -140 -10%
AF
194
Advisornet Financial
Minnesota
$316K +$179K +700 +131%
RB
195
Rodgers Brothers
Pennsylvania
$308K – – –
CAM
196
Cozad Asset Management
Illinois
$300K -$82.1K -320 -21%
HCM
197
Hollencrest Capital Management
California
$300K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$295K – – –
AA
199
ALPS Advisors
Colorado
$293K – – –
BCM
200
Buckhead Capital Management
Georgia
$287K +$25.6K +100 +10%
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8
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