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

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
Ameriprise
2
Ameriprise
Minnesota
$90.4M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$25.7M
4
Millennium Management
4
Millennium Management
New York
$3.97M
5
LCM
5
Landscape Capital Management
New Jersey
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
201
Harbor Investment Advisory
Maryland
$105K +$14.2K +88 +16%
ASN
202
Advisory Services Network
Georgia
$95K +$95K +589 New
WOSD
203
WFA of San Diego
California
$92.5K +$92.5K +574 New
GI
204
Gradient Investments
Minnesota
$80.6K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$68K +$33K +204 +94%
TCOV
206
Trust Company of Vermont
Vermont
$60.5K – – –
MHR
207
Matthew Hamilton Rosenberg
$59.6K – – –
Lazard Asset Management
208
Lazard Asset Management
New York
$58K +$55K +343 +1,805%
BSB
209
Bangor Savings Bank
Maine
$57K – – –
AF
210
Allworth Financial
California
$53.3K +$1.45K +9 +3%
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$53K -$1.72M -10,680 -97%
QCG
212
Quadrant Capital Group
Ohio
$51.3K -$7.9K -49 -13%
LFG
213
Larson Financial Group
Missouri
$49K +$161 +1 +0.3%
WT
214
Washington Trust
Rhode Island
$48.4K – – –
CFFP
215
Center for Financial Planning
Michigan
$48.4K – – –
Dimensional Fund Advisors
216
Dimensional Fund Advisors
Texas
$43.8K +$398 +2,466 +0.9%
SPIA
217
Steward Partners Investment Advisory
New York
$42.2K -$2.42K -15 -5%
AWM
218
Accel Wealth Management
Iowa
$34.1K +$161 +1 +0.5%
SWA
219
Sutton Wealth Advisors
Florida
$32.2K +$4.03K +25 +14%
C
220
Covestor
United Kingdom
$27K – – –
SOW
221
State of Wyoming
Wyoming
$22.7K -$161 -1 -0.7%
TWM
222
Tradition Wealth Management
Minnesota
$21K – – –
MAWCM
223
Mine & Arao Wealth Creation & Management
California
$20.2K – – –
PWS
224
Paragon Wealth Strategies
Florida
$20K – – –
MCC
225
Money Concepts Capital
Florida
$18.5K +$9.35K +58 +102%
7 8
9
10 11