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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
BlackRock
1
BlackRock
New York
$470M -$9.46M -39,425 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$945K +3,938 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$328M – – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$195M -$5.58M -23,269 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$139M -$853K -3,554 -0.6%
Ameriprise
6
Ameriprise
Minnesota
$103M +$13M +54,159 +14%
State Street
7
State Street
Massachusetts
$102M -$1.21M -5,024 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$75.4M -$2.28M -9,500 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$66.9M +$4.51M +18,786 +7%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$58.1M -$9.71M -40,494 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$55.6M -$102K -424 -0.2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$54.7M -$9.5M -39,602 -14%
GCM
13
Geneva Capital Management
Wisconsin
$41.4M -$225K -938 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$39.4M +$13M +54,302 +47%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.4M -$1.03M -4,302 -3%
Northern Trust
16
Northern Trust
Illinois
$35.9M -$1.74M -7,274 -4%
Man Group
17
Man Group
United Kingdom
$26.5M +$130K +542 +0.5%
Charles Schwab
18
Charles Schwab
California
$25.3M +$479K +1,995 +2%
Norges Bank
19
Norges Bank
Norway
$24.9M -$389K -1,620 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.3M -$157K -655 -0.7%
Lazard Asset Management
21
Lazard Asset Management
New York
$20.5M +$12.3M +51,094 +136%
Wells Fargo
22
Wells Fargo
California
$17.8M +$22.3K +93 +0.1%
Bank of America
23
Bank of America
North Carolina
$16.3M +$1.88M +7,849 +13%
Comerica Bank
24
Comerica Bank
Texas
$15.8M +$8.7M +36,261 +107%
Goldman Sachs
25
Goldman Sachs
New York
$13.4M +$7.91M +32,989 +132%
1
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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.