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WD-40
WDFC

Overview Fund Activity

342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
112
Reduced
117
Closed
45
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$58.5M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$80.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.44M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.56M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.5M
3
Squarepoint
3
Squarepoint
New York
$7.47M
4
BlackRock
4
BlackRock
New York
$453M
5
Barclays
5
Barclays
United Kingdom
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
226
Bridges Investment Management
Nebraska
$260K +$260K +1,182 New
HCM
227
Hollencrest Capital Management
California
$257K – – –
TSS
228
Two Sigma Securities
New York
$256K -$3.3K -15 -1%
GWSG
229
GPS Wealth Strategies Group
Colorado
$250K +$55.1K +251 +28%
RFC
230
Regions Financial Corp
Alabama
$246K – – –
SO
231
STRS Ohio
Ohio
$242K -$681K -3,100 -74%
SFO
232
Stokes Family Office
Louisiana
$235K – – –
SIG
233
Stonegate Investment Group
Alabama
$235K – – –
PTC
234
Petrus Trust Company
Texas
$232K -$227K -1,033 -49%
DFCM
235
Dark Forest Capital Management
Puerto Rico
$231K -$203K -923 -47%
WSFS
236
Wilmington Savings Fund Society
Delaware
$228K – – –
SM
237
Sweeney & Michel
California
$226K – – –
PFP
238
Pinnacle Financial Partners
Tennessee
$224K +$224K +1,022 New
FB
239
Fulton Bank
Pennsylvania
$224K – – –
SPA
240
Sherbrooke Park Advisers
New York
$223K +$223K +1,016 New
WA
241
Wealth Alliance
New York
$223K +$1.54K +7 +0.7%
CT
242
Clearstead Trust
Maine
$220K -$378K -1,719 -63%
ECM
243
Evergreen Capital Management
Washington
$220K -$11.2K -51 -5%
KWMG
244
King Wealth Management Group
Florida
$215K -$5.5K -25 -2%
AF
245
Allworth Financial
California
$213K -$8.54K -34 -4%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$211K -$7.5K -34 -3%
CGH
247
Crossmark Global Holdings
Texas
$211K -$28.8K -131 -12%
SOW
248
State of Wyoming
Wyoming
$183K +$8.35K +38 +5%
GRP
249
Global Retirement Partners
California
$171K -$7.03K -32 -4%
Russell Investments Group
250
Russell Investments Group
United Kingdom
$161K -$20K -91 -11%
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