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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 %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$276K +$276K +1,082 New
SFO
202
Stokes Family Office
Louisiana
$275K – – –
AIP
203
Ameritas Investment Partners
Nebraska
$274K -$9.98K -39 -4%
CIM
204
CIM Investment Management
Pennsylvania
$269K +$269K +1,049 New
WA
205
WBH Advisory
Maryland
$266K – – –
WSFS
206
Wilmington Savings Fund Society
Delaware
$266K – – –
KAS
207
Kestra Advisory Services
Texas
$260K +$63.3K +247 +32%
CAM
208
Congress Asset Management
Massachusetts
$258K – – –
BIM
209
Baldwin Investment Management
Pennsylvania
$258K +$6.42K +25 +3%
RHBC
210
R.H. Bluestein & Co
Michigan
$256K -$384K -1,500 -60%
TAM
211
Tocqueville Asset Management
New York
$256K – – –
CCA
212
Cobblestone Capital Advisors
New York
$255K – – –
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
$253K -$171K -668 -40%
CCM
214
Coldstream Capital Management
Washington
$252K -$6.67K -26 -3%
IWS
215
Insight Wealth Strategies
California
$248K +$248K +967 New
PAMU
216
Pictet Asset Management (UK)
United Kingdom
$239K -$42.5K -166 -15%
VFA
217
Voya Financial Advisors
Connecticut
$237K -$380K -1,477 -62%
SGI
218
Summit Global Investments
Utah
$236K +$236K +921 New
OAM
219
Oppenheimer Asset Management
New York
$233K +$3.34K +13 +1%
WA
220
Wealth Alliance
New York
$228K -$12.6K -49 -5%
SCM
221
Shelton Capital Management
Colorado
$227K -$8.46K -33 -4%
SS
222
Simplicity Solutions
Minnesota
$225K +$29.7K +116 +15%
BJ
223
Brouwer & Janachowski
California
$221K +$221K +864 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$218K – – –
PCMC
225
Paragon Capital Management (Colorado)
Colorado
$213K – – –
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