WD-40
WDFC
288 hedge funds and large institutions have $2.29B invested in WD-40 in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 46 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 88
1.85% more ownership
Funds ownership: 90.79% → 92.64% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 307 → 288 (-19)
23% less capital invested
Capital invested by funds: $2.99B → $2.29B (-$697M)
37% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 46
69% less call options, than puts
Call options by funds: $5.83M | Put options by funds: $18.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.8M |
| 3 |
Millennium Management
New York
|
+$13.6M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.6M |
| 5 |
BlackRock
New York
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$7.99M |
| 2 |
Lazard Asset Management
New York
|
-$7.29M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.29M |
| 4 |
Renaissance Technologies
New York
|
-$6.39M |
| 5 |
Man Group
London,
United Kingdom
|
-$6.37M |
WDFC Hedge Fund Activity: Q1 2022 in Review
288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2022, worth a combined $2.29B — down 23% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of WDFC and 29 opened new positions — a net loss of 17 holders — while 88 trimmed existing stakes and 98 added.
The largest buyer was First Trust Advisors, adding an estimated $15.1M. The largest seller was Neuberger Berman Group, cutting an estimated $7.99M.
- 288 institutional investors held WD-40 (WDFC) as of Q1 2022, down from 307 in Q4 2021.
- Funds reported $2.29B of WD-40 stock for Q1 2022, down 23% quarter-over-quarter.
- 29 funds opened new WD-40 positions in Q1 2022 and 46 closed out, a net change of -17 holders.
- The largest WD-40 buyer in Q1 2022 was First Trust Advisors, an estimated $15.1M added.
- The largest WD-40 seller in Q1 2022 was Neuberger Berman Group, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2022.