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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
OSIA
301
O'Shares Investment Advisers
Massachusetts
– -$621K -3,391 Closed
HF
302
HRT Financial
New York
– -$378K -2,067 Closed
EVM
303
Eaton Vance Management
Massachusetts
– -$260K -1,418 Closed
HWM
304
Howard Wealth Management
Connecticut
– -$256K -1,400 Closed
WA
305
WBH Advisory
Maryland
– -$206K -1,100 Closed
PFS
306
Prospera Financial Services
Texas
– -$175K -956 Closed
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
– -$169K -923 Closed
NSIM
308
North Star Investment Management
Illinois
– -$92K -500 Closed
AAM
309
Advisors Asset Management
Colorado
– -$51K -276 Closed
FAG
310
Fortitude Advisory Group
Washington
– -$20K -107 Closed
ACM
311
Aquatic Capital Management
Illinois
– -$18K -100 Closed
DFCM
312
Dark Forest Capital Management
Puerto Rico
– -$10K -59 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
313
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6K -32 Closed
T
314
TCWP
Ohio
– -$5K -28 Closed
GAM
315
Gemmer Asset Management
California
– -$3K -21 Closed
FMP
316
Financial Management Professionals
Texas
– -$1K -8 Closed
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -7 Closed
FHA
318
First Horizon Advisors
Tennessee
– -$1K -5 Closed
CI
319
Cordant Inc
Oregon
– -$1K -4 Closed
NIC
320
Northwest Investment Counselors
Oregon
– -$1K -4 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.