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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.

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 %
CFO
251
CVA Family Office
Colorado
$8.9K – – –
VCM
252
Versant Capital Management
Arizona
$8.55K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$8.19K +$1.6K +9 +24%
DWMG
254
DB Wealth Management Group
California
$7.12K – – –
ST
255
Smithfield Trust
Pennsylvania
$7K – – –
Russell Investments Group
256
Russell Investments Group
United Kingdom
$6.77K +$6.77K +38 New
HNB
257
Huntington National Bank
Ohio
$6.23K +$712 +4 +13%
SA
258
SRH Advisors
Kansas
$6K – – –
BIA
259
Bell Investment Advisors
California
$5.88K +$3.56K +20 +154%
VFA
260
Values First Advisors
Tennessee
$5.59K +$5.59K +31 New
TWA
261
TCI Wealth Advisors
Arizona
$4.81K +$178 +1 +4%
S
262
SignatureFD
Georgia
$4.63K +$356 +2 +8%
IFAM
263
Institutional & Family Asset Management
Colorado
$4.27K – – –
AAP
264
Arax Advisory Partners
Colorado
$4.1K – – –
Jones Financial Companies
265
Jones Financial Companies
Missouri
$4.1K -$534 -3 -12%
CFB
266
Cullen/Frost Bankers
Texas
$4.1K +$4.1K +23 New
BEI
267
Benjamin Edwards Inc
Missouri
$3K – – –
BWL
268
Bogart Wealth LLC
Virginia
$2.85K +$2.85K +16 New
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$2.32K +$1.25K +7 +117%
AAS
270
Ameritas Advisory Services
Nebraska
$1.97K +$1.97K +11 New
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.78K -$8.02K -45 -82%
CFGS
272
Concourse Financial Group Securities
Alabama
$1.78K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$1.43K – – –
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$1.39K +$10 +59 +0.8%
SC
275
Schubert & Co
Texas
$1.25K +$178 +1 +17%
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