WDFC icon

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 %
TWA
251
TCI Wealth Advisors
Arizona
$4.19K – – –
Jones Financial Companies
252
Jones Financial Companies
Missouri
$4K +$462 +3 +13%
S
253
SignatureFD
Georgia
$3.87K -$3.87K -24 -50%
IFAM
254
Institutional & Family Asset Management
Colorado
$3.87K +$645 +4 +20%
AAP
255
Arax Advisory Partners
Colorado
$3.71K +$484 +3 +15%
IA
256
IFP Advisors
Florida
$3K -$818 -3 -21%
BIA
257
Bell Investment Advisors
California
$2.1K -$2.1K -13 -50%
BEI
258
Benjamin Edwards Inc
Missouri
$2K – – –
CFGS
259
Concourse Financial Group Securities
Alabama
$1.61K +$1.61K +10 New
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.29K -$161 -1 -11%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$1K -$4.83K -29 -83%
SC
262
Schubert & Co
Texas
$967 -$806 -5 -45%
FFA
263
Farther Finance Advisors
California
$806 +$806 +5 New
GWS
264
Glassman Wealth Services
Virginia
$645 -$323 -2 -33%
PWMG
265
Prestige Wealth Management Group
New Jersey
$645 – – –
PA
266
Parallel Advisors
California
$484 +$161 +1 +50%
SIC
267
SJS Investment Consulting
Ohio
$484 +$323 +2 +200%
DI
268
Disciplined Investments
Oklahoma
$322 – – –
ECM
269
Everence Capital Management
Indiana
$293 -$109 -680 -27%
AF
270
Advisornet Financial
Minnesota
$161 +$161 +1 New
EBA
271
Eagle Bay Advisors
New York
$90 -$10.7K -119 -99%
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
– -$25.9M -147,431 Closed
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$2.13M -12,112 Closed
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
– -$1.14M -6,475 Closed
AIMCA
275
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$592K -3,370 Closed
9 10
11
12 13