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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 %
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$247K +$247K +1,532 New
SCM
177
Stonebridge Capital Management
California
$242K – – –
CAM
178
Cozad Asset Management
Illinois
$240K – – –
CIM
179
CIM Investment Management
Pennsylvania
$239K – – –
II
180
Inspire Investing
Idaho
$236K +$46.9K +291 +25%
RHJA
181
Rice Hall James & Associates
California
$234K – – –
SEI Investments
182
SEI Investments
Pennsylvania
$229K -$661K -4,108 -74%
Cerity Partners
183
Cerity Partners
New York
$228K +$228K +1,416 New
MHIC
184
Marble Harbor Investment Counsel
Massachusetts
$226K +$226K +1,400 New
CPW
185
Crestmont Private Wealth
Texas
$221K +$221K +1,369 New
CCA
186
Cobblestone Capital Advisors
New York
$220K -$5.64K -35 -2%
KC
187
Kenfarb & Co
Kentucky
$219K – – –
HWM
188
Howard Wealth Management
Connecticut
$218K -$8.06K -50 -4%
PAG
189
Private Advisor Group
New Jersey
$211K -$666K -4,948 -76%
First Manhattan
190
First Manhattan
New York
$210K – – –
RB
191
Rodgers Brothers
Pennsylvania
$210K – – –
AIP
192
Ameritas Investment Partners
Nebraska
$191K +$11.9K +68 +7%
KBC Group
193
KBC Group
Belgium
$191K – – –
HCM
194
Hollencrest Capital Management
California
$189K – – –
Fidelity Investments
195
Fidelity Investments
Massachusetts
$188K -$42.4K -263 -18%
TRCT
196
Tower Research Capital (TRC)
New York
$151K -$77.8K -482 -34%
MLICM
197
Metropolitan Life Insurance Company (MetLife)
New York
$136K +$6.13K +38 +5%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$132K -$6.25K -39 -5%
GRP
199
Global Retirement Partners
California
$113K – – –
LWANC
200
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K – – –
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8
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