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WD-40
WDFC

292 hedge funds and large institutions have $2.55B invested in WD-40 in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $2.29B → $2.55B (+$257M)

1% more funds holding

Funds holding: 288 → 292 (+4)

0.44% more ownership

Funds ownership: 92.64% → 93.08% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

18% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $12.5M

Holders
292
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
91
Reduced
94
Closed
28
Calls
$10.2M
Puts
$12.5M
Net Calls
-$2.3M
Net Calls Change
+$10.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.87M
2
Morgan Stanley
Morgan Stanley
New York
+$8.51M
3
Goldman Sachs
Goldman Sachs
New York
+$6.1M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$4.92M
5
CSS
Cubist Systematic Strategies
Connecticut
+$4.62M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$16.1M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$6.37M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.43M
4
Bank of America
Bank of America
North Carolina
-$3.44M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$428M +$76.1K +408 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$956K +5,121 +0.3%
APG Asset Management
3
APG Asset Management
Netherlands
$316M – – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$178M +$3.59M +19,213 +2%
Ameriprise
5
Ameriprise
Minnesota
$127M +$8.87M +47,523 +8%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$115M -$6.37M -34,139 -6%
State Street
7
State Street
Massachusetts
$97.2M +$610K +3,270 +0.7%
First Trust Advisors
8
First Trust Advisors
Illinois
$65M -$992K -5,314 -2%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$61.7M -$775K -4,154 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.2M +$4.36M +23,381 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$54.5M -$367K -1,964 -0.7%
Principal Financial Group
12
Principal Financial Group
Iowa
$50.5M +$3.26M +17,465 +7%
Renaissance Technologies
13
Renaissance Technologies
New York
$49M -$4.43M -23,715 -9%
Morgan Stanley
14
Morgan Stanley
New York
$39.1M +$8.51M +45,578 +31%
GCM
15
Geneva Capital Management
Wisconsin
$34.5M -$340K -1,822 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.8M +$25.2K +135 +0.1%
Northern Trust
17
Northern Trust
Illinois
$29.5M -$627K -3,361 -2%
Goldman Sachs
18
Goldman Sachs
New York
$24.5M +$6.1M +32,679 +37%
Charles Schwab
19
Charles Schwab
California
$24M +$254K +1,359 +1%
Norges Bank
20
Norges Bank
Norway
$24M +$1.17M +6,244 +6%
Wells Fargo
21
Wells Fargo
California
$17.9M -$2.37M -12,686 -12%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$15.1M +$3.38M +18,088 +32%
Millennium Management
23
Millennium Management
New York
$13.8M +$865K +4,633 +7%
CS
24
Credit Suisse
Switzerland
$10.5M +$1.14M +6,088 +13%
Bank of America
25
Bank of America
North Carolina
$10.1M -$3.44M -18,458 -27%
1
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WDFC Hedge Fund Activity: Q2 2022 in Review

292 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2022, worth a combined $2.55B — up 11% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WDFC positions and 28 closed out — a net gain of 9 holders — while 91 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.87M. The largest seller was Man Group, exiting entirely with an estimated $16.1M sold.

  • 292 institutional investors held WD-40 (WDFC) as of Q2 2022, up from 288 in Q1 2022.
  • Funds reported $2.55B of WD-40 stock for Q2 2022, up 11% quarter-over-quarter.
  • 37 funds opened new WD-40 positions in Q2 2022 and 28 closed out, a net change of +9 holders.
  • The largest WD-40 buyer in Q2 2022 was Ameriprise, an estimated $8.87M added.
  • The largest WD-40 seller in Q2 2022 was Man Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.