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WD-40
WDFC

Overview Fund Activity

288 hedge funds and large institutions have $2.34B invested in WD-40 in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
83
Reduced
88
Closed
29
Calls
$12.7M
Puts
$28.9M
Net Calls
-$16.2M
Net Calls Change
-$8.47M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$12.2M
2
GCM
Geneva Capital Management
Wisconsin
+$6.62M
3
EAM
Eagle Asset Management
Florida
+$6.58M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$6.15M
5
Man Group
Man Group
United Kingdom
+$5.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$6M
5
First Trust Advisors
First Trust Advisors
Illinois
-$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
226
State of Wyoming
Wyoming
$63K +$34.7K +184 +123%
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$62K – – –
AF
228
Allworth Financial
California
$60.7K – – –
LFG
229
Larson Financial Group
Missouri
$57.9K +$189 +1 +0.3%
CFFP
230
Center for Financial Planning
Michigan
$56.6K – – –
WT
231
Washington Trust
Rhode Island
$56.6K – – –
MTIC
232
Missouri Trust & Investment Company
Missouri
$56.6K +$56.6K +300 New
SPIA
233
Steward Partners Investment Advisory
New York
$46.6K -$31.1K -165 -40%
TRCT
234
Tower Research Capital (TRC)
New York
$42.1K -$29.6K -157 -41%
EBA
235
Eagle Bay Advisors
New York
$40.9K – – –
Group One Trading
236
Group One Trading
Illinois
$40.4K +$40.4K +214 New
WOSD
237
WFA of San Diego
California
$37.7K +$37.7K +200 New
SO
238
STRS Ohio
Ohio
$37K +$37K +200 New
NSG
239
Nalls Sherbakoff Group
Tennessee
$33.1K – – –
CSS
240
Cubist Systematic Strategies
Connecticut
$30.6K +$30.6K +162 New
TWM
241
Tradition Wealth Management
Minnesota
$25K – – –
MAWCM
242
Mine & Arao Wealth Creation & Management
California
$23.6K – – –
C
243
Covestor
United Kingdom
$23K -$11.7K -63 -34%
Ohio Public Employees Retirement System (OPERS)
244
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K -$1.13K -6 -5%
FFA
245
Fairfield Financial Advisors
Massachusetts
$20.5K – – –
FPB
246
First PREMIER Bank
South Dakota
$19K – – –
IGWM
247
ICA Group Wealth Management
Colorado
$18.9K – – –
TPCW
248
TD Private Client Wealth
New York
$17.2K – – –
CIM
249
Contravisory Investment Management
Massachusetts
$16.2K +$16.2K +86 New
TIM
250
Tortoise Investment Management
New York
$16K – – –
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