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WD-40
WDFC

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

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $2.29B → $2.55B (+$257M)

1% more funds holding

Funds holding: 288 → 292 (+4)

0.44% more ownership

Funds ownership: 92.64% → 93.08% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

18% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $12.5M

Holders
292
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.92%
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
Ameriprise
Minnesota
+$8.87M
2
Morgan Stanley
Morgan Stanley
New York
+$8.51M
3
Goldman Sachs
Goldman Sachs
New York
+$6.1M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$4.92M
5
CSS
Cubist Systematic Strategies
Connecticut
+$4.62M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$16.1M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$6.37M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.43M
4
Bank of America
Bank of America
North Carolina
-$3.44M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
276
Institutional & Family Asset Management
Colorado
$4K – – –
AAP
277
Arax Advisory Partners
Colorado
$4K +$1.87K +10 +111%
PA
278
Parallel Advisors
California
$3K -$7.84K -42 -71%
FBT
279
First Bank & Trust
South Dakota
$3K – – –
IA
280
IFP Advisors
Florida
$2K – – –
GWS
281
Glassman Wealth Services
Virginia
$2K +$933 +5 +125%
MCM
282
Manchester Capital Management
Vermont
$2K +$1.12K +6 +120%
JWA
283
JFS Wealth Advisors
Pennsylvania
$2K +$1.49K +8 +400%
FPS
284
Fieldpoint Private Securities
Connecticut
$1K -$5.6K -30 -86%
STCOSD
285
Sageworth Trust Company of South Dakota
South Dakota
$1K -$933 -5 -50%
C
286
Covestor
United Kingdom
$1K -$187 -1 -17%
PWMG
287
Prestige Wealth Management Group
New Jersey
$1K – – –
DI
288
Disciplined Investments
Oklahoma
$1K +$187 +1 +50%
SC
289
Schubert & Co
Texas
$1K +$560 +3 +75%
BIA
290
Bell Investment Advisors
California
$1K +$747 +4 New
SFG
291
Steward Financial Group
Texas
$1K +$933 +5 New
BBHC
292
Brown Brothers Harriman & Co
New York
$1K +$1.31K +7 New
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$474 -$391K -2,096 -48%
Squarepoint
294
Squarepoint
New York
– -$2.03M -11,087 Closed
ACA
295
Aptus Capital Advisors
Alabama
– -$1.99M -10,836 Closed
DA
296
Duality Advisers
Florida
– -$1.54M -8,410 Closed
DTL
297
Dynamic Technology Lab
Singapore
– -$1.4M -7,630 Closed
BHCM
298
Boulder Hill Capital Management
New York
– -$1.37M -7,500 Closed
Marshall Wace
299
Marshall Wace
United Kingdom
– -$977K -5,333 Closed
VFA
300
Values First Advisors
Tennessee
– -$777K -4,242 Closed
9 10 11
12
13

WDFC Hedge Fund Activity: Q2 2022 in Review

292 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2022, worth a combined $2.55B — up 11% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WDFC positions and 28 closed out — a net gain of 9 holders — while 91 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.87M. The largest seller was Man Group, exiting entirely with an estimated $16.1M sold.

  • 292 institutional investors held WD-40 (WDFC) as of Q2 2022, up from 288 in Q1 2022.
  • Funds reported $2.55B of WD-40 stock for Q2 2022, up 11% quarter-over-quarter.
  • 37 funds opened new WD-40 positions in Q2 2022 and 28 closed out, a net change of +9 holders.
  • The largest WD-40 buyer in Q2 2022 was Ameriprise, an estimated $8.87M added.
  • The largest WD-40 seller in Q2 2022 was Man Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.