WD-40
WDFC
269 hedge funds and large institutions have $1.99B invested in WD-40 in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 91 reducing their positions, and 36 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 91
1.77% less ownership
Funds ownership: 92.84% → 91.07% (-1.8%)
4% less funds holding
Funds holding: 281 → 269 (-12)
11% less capital invested
Capital invested by funds: $2.23B → $1.99B (-$234M)
14% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 36
47% less call options, than puts
Call options by funds: $8.72M | Put options by funds: $16.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$17.2M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$17.1M |
| 3 |
Renaissance Technologies
New York
|
+$7.51M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$3.88M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$25.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.9M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$7.18M |
| 4 |
Millennium Management
New York
|
-$3.92M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.79M |
WDFC Hedge Fund Activity: Q4 2022 in Review
269 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2022, worth a combined $1.99B — down 11% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WDFC and 31 opened new positions — a net loss of 5 holders — while 91 trimmed existing stakes and 88 added.
The largest buyer was First Trust Advisors, adding an estimated $17.2M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $25.9M sold.
- 269 institutional investors held WD-40 (WDFC) as of Q4 2022, down from 281 in Q3 2022.
- Funds reported $1.99B of WD-40 stock for Q4 2022, down 11% quarter-over-quarter.
- 31 funds opened new WD-40 positions in Q4 2022 and 36 closed out, a net change of -5 holders.
- The largest WD-40 buyer in Q4 2022 was First Trust Advisors, an estimated $17.2M added.
- The largest WD-40 seller in Q4 2022 was Schroder Investment Management Group, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2022.