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 %
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$320K +$320K +1,382 New
AAM
202
Advisors Asset Management
Colorado
$319K -$175K -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 +$317K +1,368 New
GT
206
Glenmede Trust
Pennsylvania
$311K -$3.24K -14 -1%
TRCT
207
Tower Research Capital (TRC)
New York
$309K +$235K +1,016 +318%
PA
208
Profund Advisors
Maryland
$307K -$38.7K -167 -11%
KWMG
209
King Wealth Management Group
Florida
$305K
RB
210
Rodgers Brothers
Pennsylvania
$301K +$23.2K +100 +8%
Bessemer Group
211
Bessemer Group
New Jersey
$272K +$5.79K +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
SFO
216
Stokes Family Office
Louisiana
$248K
AIP
217
Ameritas Investment Partners
Nebraska
$248K
KAS
218
Kestra Advisory Services
Texas
$247K +$12K +52 +5%
IWS
219
Insight Wealth Strategies
California
$246K +$21.8K +94 +10%
CIM
220
CIM Investment Management
Pennsylvania
$243K
RJFSA
221
Raymond James Financial Services Advisors
Florida
$240K -$402K -1,739 -63%
WSFS
222
Wilmington Savings Fund Society
Delaware
$240K
CAM
223
Congress Asset Management
Massachusetts
$233K
NL
224
NWAM LLC
Washington
$231K -$69.3K -300 -23%
RHBC
225
R.H. Bluestein & Co
Michigan
$231K