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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 %
LC
251
Lindbrook Capital
California
$13.4K – – –
SC
252
Stephens Consulting
Michigan
$12.6K – – –
BC
253
Bartlett & Co
Ohio
$11K – – –
BCWM
254
Bartlett & Co Wealth Management
Ohio
$10.8K – – –
CWC
255
Carolinas Wealth Consulting
North Carolina
$10.4K – – –
VCM
256
Versant Capital Management
Arizona
$9.81K +$755 +4 +8%
CFO
257
CVA Family Office
Colorado
$9.43K – – –
PFBT
258
Parkside Financial Bank & Trust
Missouri
$8.68K – – –
Russell Investments Group
259
Russell Investments Group
United Kingdom
$8.3K +$1.13K +6 +16%
ST
260
Smithfield Trust
Pennsylvania
$8K – – –
DWMG
261
DB Wealth Management Group
California
$7.55K – – –
HNB
262
Huntington National Bank
Ohio
$6.41K -$189 -1 -3%
SA
263
SRH Advisors
Kansas
$6.05K – – –
S
264
SignatureFD
Georgia
$5.85K +$943 +5 +19%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$5.47K +$3.02K +16 +123%
BIA
266
Bell Investment Advisors
California
$5.28K -$943 -5 -15%
FHA
267
First Horizon Advisors
Tennessee
$5.09K +$5.09K +27 New
IFAM
268
Institutional & Family Asset Management
Colorado
$4.53K – – –
KFI
269
Key Financial Inc
Pennsylvania
$4.15K +$4.15K +22 New
AAP
270
Arax Advisory Partners
Colorado
$3.02K -$1.32K -7 -30%
BWL
271
Bogart Wealth LLC
Virginia
$3.02K – – –
NA
272
NewEdge Advisors
Louisiana
$2.08K +$2.08K +11 New
FDCC
273
Foster Dykema Cabot & Co
Massachusetts
$2K +$2K +13 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.89K – – –
CFGS
275
Concourse Financial Group Securities
Alabama
$1.89K – – –
9 10
11
12 13