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WD-40
WDFC

Overview Fund Activity

271 hedge funds and large institutions have $1.99B invested in WD-40 in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
89
Reduced
92
Closed
35
Calls
$8.72M
Puts
$16.4M
Net Calls
-$7.66M
Net Calls Change
-$7.66M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$73M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$107M
3
Renaissance Technologies
Renaissance Technologies
New York
$39.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
$265M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
2
Ameriprise
Ameriprise
Minnesota
$90.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$25.7M
4
Millennium Management
Millennium Management
New York
$3.97M
5
LCM
Landscape Capital Management
New Jersey
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Cetera Advisor Networks
California
$372K +$372K +2,306 New
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$369K – – –
AA
153
ALPS Advisors
Colorado
$367K +$43.8K +272 +14%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$362K +$68.3K +423 +23%
RFC
155
Regions Financial Corp
Alabama
$351K +$968 +6 +0.3%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$340K -$33K -205 -9%
ANTB
157
AMG National Trust Bank
Colorado
$329K – – –
Mariner
158
Mariner
Kansas
$325K -$171K -1,060 -34%
American Century Companies
159
American Century Companies
Missouri
$324K +$110K +681 +51%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$323K +$64.5K +400 +25%
US Bancorp
161
US Bancorp
Minnesota
$322K -$37.6K -233 -10%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$318K +$16K +99 +5%
BCM
163
Buckhead Capital Management
Georgia
$317K – – –
ACM
164
Allred Capital Management
Texas
$315K – – –
LCM
165
Legato Capital Management
California
$303K +$303K +1,878 New
Creative Planning
166
Creative Planning
Kansas
$300K -$11.3K -70 -4%
PFO
167
Pathstone Family Office
New Jersey
$296K -$284K -1,720 -49%
BAM
168
Belpointe Asset Management
Nevada
$267K +$1.94K +12 +0.7%
OC
169
Oarsman Capital
Wisconsin
$266K -$11K -68 -4%
SWS
170
SYSTM Wealth Solutions
Illinois
$260K +$260K +1,615 New
GT
171
Glenmede Trust
Pennsylvania
$255K +$2.26K +14 +0.9%
MWM
172
Meridian Wealth Management
Kentucky
$250K -$8.06K -50 -3%
SC
173
Schulhoff & Co
Ohio
$250K – – –
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$249K -$65.8K -408 -21%
FC
175
FORA Capital
Florida
$248K +$248K +1,541 New
5 6
7
8 9