356 hedge funds and large institutions have $3.17B invested in WD-40 in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
108
Reduced
121
Closed
27
Calls
$15.6M
Puts
$73.2M
Net Calls
-$57.6M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$303K -$5.83K -23 -2%
OPS
227
Orion Portfolio Solutions
Nebraska
$303K -$5.83K -23 -2%
TSS
228
Two Sigma Securities
New York
$299K -$1.62M -6,386 -84%
HCM
229
Hollencrest Capital Management
California
$297K
RFC
230
Regions Financial Corp
Alabama
$283K -$253 -1 -0.1%
CGH
231
Crossmark Global Holdings
Texas
$276K +$15.2K +60 +6%
SFO
232
Stokes Family Office
Louisiana
$272K
SIG
233
Stonegate Investment Group
Alabama
$271K -$5.32K -21 -2%
CL
234
CIM LLC
New York
$269K
ECM
235
Evergreen Capital Management
Washington
$266K +$19K +75 +8%
WSFS
236
Wilmington Savings Fund Society
Delaware
$263K +$263K +1,040 New
FB
237
Fulton Bank
Pennsylvania
$258K -$253 -1 -0.1%
WA
238
Wealth Alliance
New York
$255K -$1.01K -4 -0.4%
KWMG
239
King Wealth Management Group
Florida
$254K -$27.6K -109 -10%
MUAMU
240
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$253K -$633K -2,500 -71%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$247K +$9.71K +39 +4%
SM
242
Sweeney & Michel
California
$246K +$246K +1,025 New
TRCT
243
Tower Research Capital (TRC)
New York
$243K -$739K -2,916 -75%
NL
244
NWAM LLC
Washington
$235K
First Manhattan
245
First Manhattan
New York
$228K
SWP
246
Stratos Wealth Partners
Ohio
$227K
GWSG
247
GPS Wealth Strategies Group
Colorado
$225K +$92.7K +366 +70%
MCM
248
MAI Capital Management
Ohio
$225K +$225K +887 New
AF
249
Allworth Financial
California
$223K +$36.5K +144 +20%
PFS
250
Prospera Financial Services
Texas
$223K