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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 %
FFA
276
Farther Finance Advisors
California
$890 – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$713 – – –
GWS
278
Glassman Wealth Services
Virginia
$712 – – –
2L
279
25 LLC
Missouri
$554 +$554 +3 New
SIC
280
SJS Investment Consulting
Ohio
$535 – – –
PA
281
Parallel Advisors
California
$534 – – –
DI
282
Disciplined Investments
Oklahoma
$534 +$178 +1 +50%
AF
283
Advisornet Financial
Minnesota
$356 +$178 +1 +100%
ECM
284
Everence Capital Management
Indiana
$322 -$2 -10 -0.5%
MCM
285
Manchester Capital Management
Vermont
$179 +$179 +1 New
GCM
286
Graham Capital Management
Connecticut
– -$1.75M -10,855 Closed
ECM
287
ExodusPoint Capital Management
New York
– -$1.66M -10,312 Closed
EP
288
Edgestream Partners
New Jersey
– -$1.52M -9,400 Closed
QT
289
Quantbot Technologies
New York
– -$1.04M -6,430 Closed
TSS
290
Two Sigma Securities
New York
– -$624K -3,872 Closed
HSBC Holdings
291
HSBC Holdings
United Kingdom
– -$605K -3,762 Closed
BF
292
BOK Financial
Oklahoma
– -$572K -3,547 Closed
Group One Trading
293
Group One Trading
Illinois
– -$448K -2,780 Closed
PFO
294
Pathstone Family Office
New Jersey
– -$296K -1,795 Closed
PAG
295
Private Advisor Group
New Jersey
– -$211K -1,570 Closed
FC
296
FORA Capital
Florida
– -$248K -1,541 Closed
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
– -$132K -824 Closed
WOSD
298
WFA of San Diego
California
– -$92.5K -574 Closed
SWA
299
Sutton Wealth Advisors
Florida
– -$32.2K -200 Closed
PWS
300
Paragon Wealth Strategies
Florida
– -$20K -124 Closed
9 10 11
12
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