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.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-19
Holders Change %
-6.19%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
98
Reduced
88
Closed
46
Calls
$5.83M
Puts
$18.9M
Net Calls
-$13.1M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$310K +$61.6K +337 +25%
BFG
177
Berger Financial Group
Minnesota
$308K -$33.7K -184 -10%
OAM
178
Oppenheimer Asset Management
New York
$305K +$32.5K +177 +12%
MWM
179
Meridian Wealth Management
Kentucky
$293K -$18.3K -100 -6%
BAM
180
Belpointe Asset Management
Nevada
$286K -$379K -2,071 -57%
AP
181
Advisor Partners
California
$285K -$44.6K -243 -14%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$285K +$175K +953 +158%
SC
183
Schulhoff & Co
Ohio
$284K
GSWM
184
Golden State Wealth Management
California
$283K -$41.5K -227 -13%
BEI
185
Benjamin Edwards Inc
Missouri
$279K +$130K +708 +87%
SCM
186
Stonebridge Capital Management
California
$275K
CAM
187
Cozad Asset Management
Illinois
$273K +$58.7K +320 +27%
CIM
188
CIM Investment Management
Pennsylvania
$271K +$79K +432 +41%
PA
189
Profund Advisors
Maryland
$267K +$15.6K +85 +6%
RHJA
190
Rice Hall James & Associates
California
$266K
Creative Planning
191
Creative Planning
Kansas
$261K -$170K -929 -39%
EVM
192
Eaton Vance Management
Massachusetts
$260K -$26.4K -144 -9%
CCA
193
Cobblestone Capital Advisors
New York
$259K
HWM
194
Howard Wealth Management
Connecticut
$256K
SG Americas Securities
195
SG Americas Securities
New York
$251K -$78.5K -429 -24%
RWP
196
RWA Wealth Partners
Massachusetts
$251K
TRCT
197
Tower Research Capital (TRC)
New York
$251K +$195K +1,065 +347%
KC
198
Kenfarb & Co
Kentucky
$249K
First Manhattan
199
First Manhattan
New York
$247K
HTC
200
Haverford Trust Company
Pennsylvania
$247K +$247K +1,350 New