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WD-40
WDFC

Overview Fund Activity

345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$131M
2
APG Asset Management
APG Asset Management
Netherlands
$379M
3
Man Group
Man Group
United Kingdom
$24.5M
4
Millennium Management
Millennium Management
New York
$14.4M
5
Jane Street
Jane Street
New York
$11.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$3.43M
2
Ameriprise
Ameriprise
Minnesota
$53.8M
3
GIP
Granite Investment Partners
California
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$145M
5
DDC
DF Dent & Co
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$290K +$238 +1 +0.1%
BCI
227
Brinker Capital Investments
Pennsylvania
$290K +$238 +1 +0.1%
CL
228
CIM LLC
New York
$281K -$794 -3 -0.3%
HCM
229
Hollencrest Capital Management
California
$280K – – –
RFC
230
Regions Financial Corp
Alabama
$268K – – –
KWMG
231
King Wealth Management Group
Florida
$266K -$7.9K -33 -3%
BAM
232
Belpointe Asset Management
Nevada
$263K +$263K +1,100 New
FCA
233
Fortis Capital Advisors
Kansas
$263K +$263K +1,100 New
SIG
234
Stonegate Investment Group
Alabama
$261K – – –
SFO
235
Stokes Family Office
Louisiana
$256K -$20.1K -84 -7%
A
236
AlphaQuest
New York
$253K +$253K +1,058 New
CGH
237
Crossmark Global Holdings
Texas
$247K -$18.7K -78 -7%
FB
238
Fulton Bank
Pennsylvania
$244K – – –
WA
239
Wealth Alliance
New York
$242K -$1.91K -8 -0.8%
NL
240
NWAM LLC
Washington
$239K – – –
ECM
241
Evergreen Capital Management
Washington
$233K +$233K +976 New
VA
242
Vident Advisory
Georgia
$228K +$228K +953 New
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$228K +$228K +952 New
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$227K +$227K +951 New
GRP
245
Global Retirement Partners
California
$225K -$15.2K -55 -6%
First Manhattan
246
First Manhattan
New York
$215K – – –
SWP
247
Stratos Wealth Partners
Ohio
$214K +$214K +896 New
PFS
248
Prospera Financial Services
Texas
$210K +$210K +879 New
William Blair & Company
249
William Blair & Company
Illinois
$208K +$208K +869 New
MML Investors Services
250
MML Investors Services
Massachusetts
$207K +$207K +865 New
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10
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