WDFC icon

WD-40
WDFC

Overview Fund Activity

307 hedge funds and large institutions have $2.99B invested in WD-40 in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
100
Reduced
84
Closed
41
Calls
$14.7M
Puts
$14.6M
Net Calls
+$134K
Net Calls Change
+$4.14M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$63M
2
Principal Financial Group
Principal Financial Group
Iowa
$44.9M
3
BlackRock
BlackRock
New York
$514M
4
Ameriprise
Ameriprise
Minnesota
$125M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$74.9M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$18.5M
2
Lazard Asset Management
Lazard Asset Management
New York
$11.3M
3
Comerica Bank
Comerica Bank
Texas
$8.15M
4
Renaissance Technologies
Renaissance Technologies
New York
$72.6M
5
NIG
NFJ Investment Group
Texas
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$262K – – –
CIM
202
CIM Investment Management
Pennsylvania
$257K – – –
WSFS
203
Wilmington Savings Fund Society
Delaware
$255K – – –
CCM
204
Coldstream Capital Management
Washington
$247K +$247K +1,011 New
RHBC
205
R.H. Bluestein & Co
Michigan
$245K – – –
TAM
206
Tocqueville Asset Management
New York
$245K – – –
NL
207
NWAM LLC
Washington
$245K – – –
CB
208
Commerce Bank
Missouri
$245K +$245K +1,000 New
II
209
Inspire Investing
Idaho
$243K -$1.1M -4,503 -82%
AI
210
Atom Investors
Texas
$241K +$241K +987 New
KAS
211
Kestra Advisory Services
Texas
$240K -$21K -86 -8%
VFA
212
Voya Financial Advisors
Connecticut
$240K +$1.22K +5 +0.5%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$229K -$491K -2,012 -68%
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$228K – – –
SGI
215
Summit Global Investments
Utah
$225K -$171K -700 -43%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$225K +$734 +3 +0.3%
CL
217
CIM LLC
New York
$220K +$21.1K +92 +11%
SCM
218
Shelton Capital Management
Colorado
$217K – – –
WA
219
Wealth Alliance
New York
$210K -$3.66K -15 -2%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$208K – – –
RJFSA
221
Raymond James Financial Services Advisors
Florida
$203K -$51.2K -209 -20%
ECM
222
Evergreen Capital Management
Washington
$203K +$203K +828 New
PCMC
223
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +831 New
BEI
224
Benjamin Edwards Inc
Missouri
$200K +$172K +700 +603%
AAM
225
Advisors Asset Management
Colorado
$185K -$152K -622 -45%
7 8
9
10 11