WDFC icon

WD-40
WDFC

Overview Fund Activity

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

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$60.1M
2
Ameriprise
2
Ameriprise
Minnesota
$106M
3
Millennium Management
3
Millennium Management
New York
$11.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$42.7M
5
BlackRock
5
BlackRock
New York
$390M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$158M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$2.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$7.61M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$48.9M
5
Man Group
5
Man Group
United Kingdom
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
201
King Wealth Management Group
Florida
$241K – – –
CGH
202
Crossmark Global Holdings
Texas
$239K -$1.83K -10 -0.8%
RB
203
Rodgers Brothers
Pennsylvania
$238K – – –
II
204
Inspire Investing
Idaho
$236K +$54.2K +296 +30%
KPWS
205
Kestra Private Wealth Services
Texas
$233K +$233K +1,271 New
CC
206
Centiva Capital
New York
$232K +$232K +1,266 New
IWS
207
Insight Wealth Strategies
California
$225K +$12.4K +68 +6%
HCM
208
Hollencrest Capital Management
California
$215K – – –
SS
209
Simplicity Solutions
Minnesota
$206K -$202K -1,104 -50%
WA
210
WBH Advisory
Maryland
$206K – – –
AIP
211
Ameritas Investment Partners
Nebraska
$196K – – –
PFS
212
Prospera Financial Services
Texas
$175K -$63.2K -345 -27%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$169K +$733 +4 +0.4%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$497K -2,713 -76%
APA
215
American Portfolios Advisors
New York
$137K +$367 +2 +0.3%
GWSG
216
GPS Wealth Strategies Group
Colorado
$132K +$4.57K +25 +4%
GRP
217
Global Retirement Partners
California
$127K +$127K +707 New
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K – – –
HIA
219
Harbor Investment Advisory
Maryland
$96K – – –
GI
220
Gradient Investments
Minnesota
$92K – – –
NSIM
221
North Star Investment Management
Illinois
$92K – – –
SOW
222
State of Wyoming
Wyoming
$69K +$2.95K +16 +4%
MHR
223
Matthew Hamilton Rosenberg
$68K -$184 -1 -0.3%
SPIA
224
Steward Partners Investment Advisory
New York
$61K +$11.1K +61 +22%
AWM
225
Accel Wealth Management
Iowa
$60K +$184 +1 +0.3%
7 8
9
10 11