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WD-40
WDFC

Overview Fund Activity

292 hedge funds and large institutions have $2.55B invested in WD-40 in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
91
Reduced
94
Closed
28
Calls
$10.2M
Puts
$12.5M
Net Calls
-$2.3M
Net Calls Change
+$10.8M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.5M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$5.31M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$8.09M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$6.08M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$115M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$49M
4
Bank of America
4
Bank of America
North Carolina
$10.1M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$80K +$80K +400 New
MHR
227
Matthew Hamilton Rosenberg
$74K +$200 +1 +0.3%
BSB
228
Bangor Savings Bank
Maine
$71K +$71K +351 New
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K +$2.2K +11 +3%
AF
230
Allworth Financial
California
$65K -$401 -2 -0.6%
LFG
231
Larson Financial Group
Missouri
$61K +$61K +301 New
MA
232
MUFG Americas
New York
$60K – – –
WT
233
Washington Trust
Rhode Island
$60K – – –
CFFP
234
Center for Financial Planning
Michigan
$60K – – –
SPIA
235
Steward Partners Investment Advisory
New York
$56K -$11.7K -58 -17%
AWM
236
Accel Wealth Management
Iowa
$55K – – –
ETI
237
Enterprise Trust & Investment
California
$50K -$10K -50 -17%
QT
238
Quantbot Technologies
New York
$44K +$44K +223 New
QCG
239
Quadrant Capital Group
Ohio
$43K +$7.84K +39 +22%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
WOSD
241
WFA of San Diego
California
$40K +$40K +200 New
Lazard Asset Management
242
Lazard Asset Management
New York
$38K -$2.34M -11,756 -98%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$38K -$1.13M -5,641 -97%
VVP
244
Venture Visionary Partners
Ohio
$37.1K +$37.1K +184 New
SWA
245
Sutton Wealth Advisors
Florida
$35.2K -$4.43K -22 -11%
SOW
246
State of Wyoming
Wyoming
$31K -$45.3K -222 -59%
MAWCM
247
Mine & Arao Wealth Creation & Management
California
$25K – – –
EBA
248
Eagle Bay Advisors
New York
$24.1K +$24.1K +120 New
FFA
249
Fairfield Financial Advisors
Massachusetts
$21.8K – – –
FPB
250
First PREMIER Bank
South Dakota
$20K – – –
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10
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