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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
Federated Hermes
51
Federated Hermes
Pennsylvania
$3.99M -$778K -4,167 -17%
Stifel Financial
52
Stifel Financial
Missouri
$3.91M +$170K +912 +5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$3.73M -$96.1K -515 -3%
LCM
54
Landscape Capital Management
New Jersey
$3.68M +$3.41M +18,295 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.53M +$10.5K +56 +0.3%
WC
56
Westhampton Capital
North Carolina
$3.43M – – –
Truist Financial
57
Truist Financial
North Carolina
$3.41M -$179K -958 -5%
WTC
58
WhitTier Trust Company
Nevada
$3.31M +$262K +1,405 +9%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$3.24M +$473K +2,536 +19%
UBS AM
60
UBS AM
Illinois
$3.12M -$199K -1,068 -6%
RC
61
Reik & Co
New York
$3.08M – – –
Holocene Advisors
62
Holocene Advisors
New York
$3.04M +$530K +2,838 +23%
Prudential Financial
63
Prudential Financial
New Jersey
$3.04M -$56.7K -304 -2%
WG
64
Winton Group
United Kingdom
$2.81M +$595K +3,189 +30%
AG
65
Algert Global
California
$2.73M +$161K +864 +7%
Canada Life
66
Canada Life
Manitoba, Canada
$2.72M +$303K +1,626 +14%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.7M +$426K +2,280 +20%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.6M +$129K +693 +6%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.51M +$122K +653 +6%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$2.33M +$560 +3 +0%
RJA
71
Raymond James & Associates
Florida
$2.29M +$31.7K +170 +2%
YCM
72
Yousif Capital Management
Michigan
$2.27M -$216K -1,160 -9%
Aviva
73
Aviva
United Kingdom
$2.19M -$82.5K -442 -4%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$2.08M +$148K +795 +8%
EL
75
ERN LLC
Delaware
$2.01M +$1.87M +10,000 New
1 2
3
4 5

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.