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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
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$320K +$332K +1,382 New
AAM
202
Advisors Asset Management
Colorado
$319K -$182K -758 -35%
First Manhattan
203
First Manhattan
New York
$317K – – –
RWP
204
RWA Wealth Partners
Massachusetts
$317K – – –
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$317K +$328K +1,368 New
GT
206
Glenmede Trust
Pennsylvania
$311K -$3.36K -14 -1%
TRCT
207
Tower Research Capital (TRC)
New York
$309K +$244K +1,016 +318%
PA
208
Profund Advisors
Maryland
$307K -$40.1K -167 -11%
KWMG
209
King Wealth Management Group
Florida
$305K – – –
RB
210
Rodgers Brothers
Pennsylvania
$301K +$24K +100 +8%
Bessemer Group
211
Bessemer Group
New Jersey
$272K +$6K +25 +2%
CAM
212
Cozad Asset Management
Illinois
$271K – – –
HCM
213
Hollencrest Capital Management
California
$271K – – –
BCM
214
Buckhead Capital Management
Georgia
$259K – – –
WA
215
WBH Advisory
Maryland
$255K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$248K – – –
SFO
217
Stokes Family Office
Louisiana
$248K – – –
KAS
218
Kestra Advisory Services
Texas
$247K +$12.5K +52 +5%
IWS
219
Insight Wealth Strategies
California
$246K +$22.5K +94 +10%
CIM
220
CIM Investment Management
Pennsylvania
$243K – – –
RJFSA
221
Raymond James Financial Services Advisors
Florida
$240K -$417K -1,739 -63%
WSFS
222
Wilmington Savings Fund Society
Delaware
$240K – – –
CAM
223
Congress Asset Management
Massachusetts
$233K – – –
NL
224
NWAM LLC
Washington
$231K -$72K -300 -23%
RHBC
225
R.H. Bluestein & Co
Michigan
$231K – – –
7 8
9
10 11

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.