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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 %
2L
276
25 LLC
Missouri
$1.34K +$668 +3 +100%
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.32K -$189 -1 -13%
CAS
278
Coppell Advisory Solutions
Texas
$1.31K +$1.31K +7 New
FFA
279
Farther Finance Advisors
California
$943 – – –
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$943 +$943 +5 New
GWS
281
Glassman Wealth Services
Virginia
$755 – – –
PWMG
282
Prestige Wealth Management Group
New Jersey
$755 – – –
PA
283
Parallel Advisors
California
$566 – – –
SIC
284
SJS Investment Consulting
Ohio
$566 – – –
AWM
285
Abound Wealth Management
Tennessee
$378 +$378 +2 New
DI
286
Disciplined Investments
Oklahoma
$377 -$189 -1 -33%
AF
287
Advisornet Financial
Minnesota
$377 – – –
MCM
288
Manchester Capital Management
Vermont
$189 – – –
HPWA
289
Hall Private Wealth Advisors
North Carolina
– -$3.49M -19,596 Closed
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
– -$3.05M -17,121 Closed
Qube Research & Technologies (QRT)
291
Qube Research & Technologies (QRT)
United Kingdom
– -$1.4M -7,854 Closed
E
292
Ergoteles
New York
– -$942K -5,288 Closed
Wellington Management Group
293
Wellington Management Group
Massachusetts
– -$839K -4,710 Closed
DA
294
Duality Advisers
Florida
– -$811K -4,553 Closed
RCM
295
Radnor Capital Management
Pennsylvania
– -$677K -3,800 Closed
SG Americas Securities
296
SG Americas Securities
New York
– -$598K -3,357 Closed
YIH
297
Y-Intercept (HK)
Hong Kong
– -$314K -1,764 Closed
BAM
298
Belpointe Asset Management
Nevada
– -$307K -1,724 Closed
CCIA
299
Campbell & Co Investment Adviser
Maryland
– -$301K -1,689 Closed
SWS
300
SYSTM Wealth Solutions
Illinois
– -$291K -1,637 Closed
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12
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