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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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$452K -$450K -1,875 -49%
ACM
177
Allred Capital Management
Texas
$452K – – –
QC
178
Quadrature Capital
United Kingdom
$444K +$459K +1,914 New
SCM
179
Silvant Capital Management
Georgia
$430K – – –
MOACM
180
Mutual of America Capital Management
New York
$423K -$28.8K -120 -6%
Victory Capital Management
181
Victory Capital Management
Texas
$416K -$12.7K -53 -3%
OC
182
Oarsman Capital
Wisconsin
$413K – – –
M&T Bank
183
M&T Bank
New York
$402K +$240 +1 +0.1%
6M
184
6 Meridian
Kansas
$399K +$106K +442 +34%
GSWM
185
Golden State Wealth Management
California
$396K +$6K +25 +1%
SG Americas Securities
186
SG Americas Securities
New York
$395K +$255K +1,062 +165%
MWM
187
Meridian Wealth Management
Kentucky
$394K -$14.4K -60 -3%
VRS
188
Virginia Retirement Systems
Virginia
$394K +$96K +400 +31%
CGH
189
Crossmark Global Holdings
Texas
$381K -$43.2K -180 -10%
SGI
190
Summit Global Investments
Utah
$375K +$168K +700 +76%
AG
191
Algert Global
California
$374K +$388K +1,616 New
AP
192
Advisor Partners
California
$370K -$181K -755 -32%
OAM
193
Oppenheimer Asset Management
New York
$367K +$163K +678 +75%
SC
194
Schulhoff & Co
Ohio
$358K – – –
PFS
195
Prospera Financial Services
Texas
$352K +$364K +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 -$72K -300 -18%
HWM
199
Howard Wealth Management
Connecticut
$324K – – –
Wellington Management Group
200
Wellington Management Group
Massachusetts
$323K +$334K +1,394 New
6 7
8
9 10

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.