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282 hedge funds and large institutions have $2.23B invested in WD-40 in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $8.7M

0.2% less ownership

Funds ownership: 93.08%92.88% (-0.2%)

8% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 96

3% less funds holding

Funds holding: 292282 (-10)

13% less capital invested

Capital invested by funds: $2.55B → $2.23B (-$322M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
282
Holders Change
-10
Holders Change %
-3.42%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
88
Reduced
96
Closed
34
Calls
$8.7M
Puts
$8.7M
Net Calls
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Manchester Capital Management
Vermont
$1K -$1.31K -7 -64%
GWS
277
Glassman Wealth Services
Virginia
$1K -$560 -3 -33%
PWMG
278
Prestige Wealth Management Group
New Jersey
$1K
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$379 -$57.5K -308 -13%
Aviva
280
Aviva
United Kingdom
-$2.19M -10,852 Closed
N
281
Natixis
France
-$1.95M -9,700 Closed
ACM
282
AlphaCrest Capital Management
New York
-$1.27M -6,300 Closed
MSRPS
283
Maryland State Retirement & Pension System
Maryland
-$1.11M -5,536 Closed
CA
284
Clearstead Advisors
Ohio
-$821K -4,080 Closed
GWM
285
Geneos Wealth Management
Colorado
-$679K -3,400 Closed
Verition Fund Management
286
Verition Fund Management
Connecticut
-$399K -1,982 Closed
CC
287
Centiva Capital
New York
-$377K -1,871 Closed
Lido Advisors
288
Lido Advisors
California
-$335K -1,665 Closed
IC
289
Inscription Capital
Texas
-$302K -1,500 Closed
HTC
290
Haverford Trust Company
Pennsylvania
-$277K -1,375 Closed
RWP
291
RWA Wealth Partners
Massachusetts
-$276K -1,371 Closed
CCIA
292
Campbell & Co Investment Adviser
Maryland
-$268K -1,330 Closed
QT
293
Quantamental Technologies
New York
-$260K -1,292 Closed
GCP
294
GSA Capital Partners
United Kingdom
-$243K -1,205 Closed
BFG
295
Berger Financial Group
Minnesota
-$236K -1,171 Closed
PA
296
Profund Advisors
Maryland
-$223K -1,107 Closed
AIM
297
Aigen Investment Management
New York
-$218K -1,083 Closed
SFO
298
Stokes Family Office
Louisiana
-$216K -1,072 Closed
KPWS
299
Kestra Private Wealth Services
Texas
-$211K -1,050 Closed
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
-$210K -1,043 Closed

WDFC Hedge Fund Activity: Q3 2022 in Review

282 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2022, worth a combined $2.23B — down 13% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WDFC and 29 opened new positions — a net loss of 5 holders — while 96 trimmed existing stakes and 88 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $27.5M. The largest seller was Principal Financial Group, cutting an estimated $9.05M.

  • 282 institutional investors held WD-40 (WDFC) as of Q3 2022, down from 292 in Q2 2022.
  • Funds reported $2.23B of WD-40 stock for Q3 2022, down 13% quarter-over-quarter.
  • 29 funds opened new WD-40 positions in Q3 2022 and 34 closed out, a net change of -5 holders.
  • The largest WD-40 buyer in Q3 2022 was Schroder Investment Management Group, an estimated $27.5M added.
  • The largest WD-40 seller in Q3 2022 was Principal Financial Group, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2022.