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
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$452K -$434K -1,875 -49%
ACM
177
Allred Capital Management
Texas
$452K
QC
178
Quadrature Capital
United Kingdom
$444K +$444K +1,914 New
SCM
179
Silvant Capital Management
Georgia
$430K
MOACM
180
Mutual of America Capital Management
New York
$423K -$27.8K -120 -6%
Victory Capital Management
181
Victory Capital Management
Texas
$416K -$12.3K -53 -3%
OC
182
Oarsman Capital
Wisconsin
$413K
M&T Bank
183
M&T Bank
New York
$402K +$231 +1 +0.1%
6M
184
6 Meridian
Kansas
$399K +$102K +442 +34%
GSWM
185
Golden State Wealth Management
California
$396K +$5.79K +25 +1%
SG Americas Securities
186
SG Americas Securities
New York
$395K +$246K +1,062 +165%
MWM
187
Meridian Wealth Management
Kentucky
$394K -$13.9K -60 -3%
VRS
188
Virginia Retirement Systems
Virginia
$394K +$92.7K +400 +31%
CGH
189
Crossmark Global Holdings
Texas
$381K -$41.6K -180 -10%
SGI
190
Summit Global Investments
Utah
$375K +$162K +700 +76%
AG
191
Algert Global
California
$374K +$374K +1,616 New
AP
192
Advisor Partners
California
$370K -$175K -755 -32%
OAM
193
Oppenheimer Asset Management
New York
$367K +$157K +678 +75%
SC
194
Schulhoff & Co
Ohio
$358K
PFS
195
Prospera Financial Services
Texas
$352K +$352K +1,519 New
SCM
196
Stonebridge Capital Management
California
$347K
RHJA
197
Rice Hall James & Associates
California
$336K
SSA
198
Schonfeld Strategic Advisors
New York
$324K -$69.4K -300 -18%
HWM
199
Howard Wealth Management
Connecticut
$324K
Wellington Management Group
200
Wellington Management Group
Massachusetts
$323K +$323K +1,394 New