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 %
William Blair & Company
251
William Blair & Company
Illinois
$218K -$1.77K -7 -0.8%
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$213K
WPC
253
Wedmont Private Capital
Pennsylvania
$212K +$212K +830 New
JF
254
Jump Financial
Illinois
$210K -$1.94M -7,649 -90%
Russell Investments Group
255
Russell Investments Group
United Kingdom
$208K +$196K +775 +1,649%
X
256
Xponance
Pennsylvania
$208K +$208K +821 New
VPIM
257
Vanguard Personalized Indexing Management
California
$208K +$208K +820 New
DADC
258
D.A. Davidson & Co
Montana
$205K +$205K +810 New
GRP
259
Global Retirement Partners
California
$205K -$2.03K -8 -1%
TFG
260
Taylor Financial Group
Virginia
$203K +$203K +800 New
SOW
261
State of Wyoming
Wyoming
$202K +$104K +411 +106%
MML Investors Services
262
MML Investors Services
Massachusetts
$201K -$18.5K -73 -8%
HT
263
Headlands Technologies
Illinois
$185K +$185K +730 New
MLICM
264
Metropolitan Life Insurance Company (MetLife)
New York
$181K -$17.2K -68 -9%
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K
EC
266
EntryPoint Capital
New York
$159K +$59.3K +234 +60%
SWS
267
SYSTM Wealth Solutions
Illinois
$139K
QCG
268
Quadrant Capital Group
Ohio
$138K +$7.6K +30 +6%
SIC
269
Salem Investment Counselors
North Carolina
$117K
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$114K +$54.7K +216 +93%
HIA
271
Harbor Investment Advisory
Maryland
$105K -$18.2K -72 -15%
MHR
272
Matthew Hamilton Rosenberg
$91.8K -$249 -1 -0.3%
BSB
273
Bangor Savings Bank
Maine
$88.9K
KBC Group
274
KBC Group
Belgium
$88K +$2.29K +9 +3%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$83K -$253 -1 -0.3%