WDFC icon

WD-40
WDFC

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.4M
2
Ameriprise
2
Ameriprise
Minnesota
$103M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$20.5M
4
Comerica Bank
4
Comerica Bank
Texas
$15.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.44M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$58.1M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$54.7M
4
BlackRock
4
BlackRock
New York
$470M
5
PPA
5
Parametric Portfolio Associates
Washington
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$470M 2,030,670 -39,425 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M 1,594,791 +3,938 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$328M 1,642,584 – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$195M 846,472 -23,269 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$139M 602,199 -3,554 -0.6%
Ameriprise
6
Ameriprise
Minnesota
$103M 446,586 +54,159 +14%
State Street
7
State Street
Massachusetts
$102M 439,078 -5,024 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$75.4M 325,838 -9,500 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$66.9M 288,916 +18,786 +7%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$58.1M 251,046 -40,494 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$55.6M 240,145 -424 -0.2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$54.7M 236,577 -39,602 -14%
GCM
13
Geneva Capital Management
Wisconsin
$41.4M 178,793 -938 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$39.4M 170,303 +54,302 +47%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.4M 157,211 -4,302 -3%
Northern Trust
16
Northern Trust
Illinois
$35.9M 155,146 -7,274 -4%
Man Group
17
Man Group
United Kingdom
$26.5M 114,378 +542 +0.5%
Charles Schwab
18
Charles Schwab
California
$25.3M 109,079 +1,995 +2%
Norges Bank
19
Norges Bank
Norway
$24.9M 107,662 -1,620 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.3M 96,358 -655 -0.7%
Lazard Asset Management
21
Lazard Asset Management
New York
$20.5M 88,625 +51,094 +136%
Wells Fargo
22
Wells Fargo
California
$17.8M 76,909 +93 +0.1%
Bank of America
23
Bank of America
North Carolina
$16.3M 70,515 +7,849 +13%
Comerica Bank
24
Comerica Bank
Texas
$15.8M 70,117 +36,261 +107%
Goldman Sachs
25
Goldman Sachs
New York
$13.4M 57,895 +32,989 +132%
1
2 3 4 5