WDFC icon

WD-40
WDFC

Overview Fund Activity

285 hedge funds and large institutions have $2.24B invested in WD-40 in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+14
Holders Change %
+5.17%
% 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
36
Increased
107
Reduced
69
Closed
21
Calls
$11.9M
Puts
$19.6M
Net Calls
-$7.72M
Net Calls Change
-$60K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$11.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$3.49M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$31M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$145M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.2M
4
Ameriprise
4
Ameriprise
Minnesota
$94.4M
5
Man Group
5
Man Group
United Kingdom
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
226
Center for Financial Planning
Michigan
$53.4K – – –
WT
227
Washington Trust
Rhode Island
$53.4K – – –
DFCM
228
Dark Forest Capital Management
Puerto Rico
$52.7K +$52.7K +296 New
EBA
229
Eagle Bay Advisors
New York
$38.6K +$38.4K +216 +21,600%
AWM
230
Accel Wealth Management
Iowa
$37.8K +$178 +1 +0.5%
C
231
Covestor
United Kingdom
$33K +$3.88K +22 +13%
NSG
232
Nalls Sherbakoff Group
Tennessee
$30.5K +$30.5K +174 New
SOW
233
State of Wyoming
Wyoming
$26.7K +$1.6K +9 +6%
TWM
234
Tradition Wealth Management
Minnesota
$24K +$180 +1 +0.8%
MAWCM
235
Mine & Arao Wealth Creation & Management
California
$22.3K – – –
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$1.07K +6 +5%
FFA
237
Fairfield Financial Advisors
Massachusetts
$19K +$175 +1 +0.9%
FPB
238
First PREMIER Bank
South Dakota
$18K – – –
IGWM
239
ICA Group Wealth Management
Colorado
$17.8K – – –
NHT
240
New Hampshire Trust
New Hampshire
$17.8K – – –
TPCW
241
TD Private Client Wealth
New York
$16.2K – – –
TIM
242
Tortoise Investment Management
New York
$15.1K – – –
Baillie Gifford & Co
243
Baillie Gifford & Co
United Kingdom
$14.2K – – –
ONST
244
Old North State Trust
North Carolina
$13K – – –
LC
245
Lindbrook Capital
California
$12.6K +$356 +2 +3%
SC
246
Stephens Consulting
Michigan
$11.8K – – –
BCWM
247
Bartlett & Co Wealth Management
Ohio
$10.1K – – –
BC
248
Bartlett & Co
Ohio
$10K – – –
CWC
249
Carolinas Wealth Consulting
North Carolina
$9.79K – – –
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +50 New
8 9
10
11 12