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WD-40
WDFC

Overview Fund Activity

271 hedge funds and large institutions have $1.99B invested in WD-40 in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
89
Reduced
92
Closed
35
Calls
$8.72M
Puts
$16.4M
Net Calls
-$7.66M
Net Calls Change
-$7.66M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$73M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$107M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$39.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$6.22M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$265M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
Ameriprise
2
Ameriprise
Minnesota
$90.4M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$25.7M
4
Millennium Management
4
Millennium Management
New York
$3.97M
5
LCM
5
Landscape Capital Management
New Jersey
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
226
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$37.3K -232 -67%
FFA
227
Fairfield Financial Advisors
Massachusetts
$17.5K – – –
IGWM
228
ICA Group Wealth Management
Colorado
$16.1K +$16.1K +100 New
NHT
229
New Hampshire Trust
New Hampshire
$16.1K +$16.1K +100 New
FPB
230
First PREMIER Bank
South Dakota
$16K – – –
TPCW
231
TD Private Client Wealth
New York
$14.7K -$322 -2 -2%
TIM
232
Tortoise Investment Management
New York
$13.7K – – –
Baillie Gifford & Co
233
Baillie Gifford & Co
United Kingdom
$12.9K +$2.1K +13 +19%
ONST
234
Old North State Trust
North Carolina
$12K – – –
MWM
235
MinichMacGregor Wealth Management
New York
$11.3K +$11.3K +70 New
LC
236
Lindbrook Capital
California
$11.1K -$6.93K -43 -38%
SC
237
Stephens Consulting
Michigan
$10.7K – – –
BCWM
238
Bartlett & Co Wealth Management
Ohio
$9.19K – – –
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$9.19K +$9.19K +57 New
BC
240
Bartlett & Co
Ohio
$9K – – –
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$8.87K – – –
CWC
242
Carolinas Wealth Consulting
North Carolina
$8.87K +$1.94K +12 +28%
CFO
243
CVA Family Office
Colorado
$8.06K – – –
VCM
244
Versant Capital Management
Arizona
$7.74K -$13.1K -81 -63%
ST
245
Smithfield Trust
Pennsylvania
$7K – – –
DWMG
246
DB Wealth Management Group
California
$6.45K +$6.45K +40 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$5.97K +$484 +3 +9%
SA
248
SRH Advisors
Kansas
$5K – – –
NA
249
NewEdge Advisors
Louisiana
$5K +$5K +31 New
HNB
250
Huntington National Bank
Ohio
$5K – – –
8 9
10
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