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WD-40
WDFC

Overview Fund Activity

345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
APG Asset Management
2
APG Asset Management
Netherlands
$379M
3
Man Group
3
Man Group
United Kingdom
$24.5M
4
Millennium Management
4
Millennium Management
New York
$14.4M
5
Jane Street
5
Jane Street
New York
$11.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.43M
2
Ameriprise
2
Ameriprise
Minnesota
$53.8M
3
GIP
3
Granite Investment Partners
California
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$145M
5
DDC
5
DF Dent & Co
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
276
Principal Securities
Iowa
$60K +$60K +251 New
SPIA
277
Steward Partners Investment Advisory
New York
$59.5K +$478 +2 +0.8%
EBA
278
Eagle Bay Advisors
New York
$56.3K -$47K -197 -45%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$55.7K +$55.7K +233 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$55K +$55K +230 New
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$50.2K -$514K -2,152 -91%
CFFP
282
Center for Financial Planning
Michigan
$47.8K – – –
GI
283
GAMMA Investing
California
$43.5K +$43.5K +168 New
NSG
284
Nalls Sherbakoff Group
Tennessee
$42K +$239 +1 +0.6%
PAS
285
Point72 Asia (Singapore)
Singapore
$37.8K +$37.8K +158 New
C
286
Covestor
United Kingdom
$33K +$14.7K +61 +80%
TWM
287
Tradition Wealth Management
Minnesota
$32K – – –
MAWCM
288
Mine & Arao Wealth Creation & Management
California
$29.9K – – –
TCPG
289
Trivant Custom Portfolio Group
California
$27.5K -$60.5K -253 -69%
AA
290
Ancora Advisors
Ohio
$27.5K +$27.5K +115 New
HNB
291
Huntington National Bank
Ohio
$24.6K +$16.3K +68 +194%
FPB
292
First PREMIER Bank
South Dakota
$24K – – –
Ohio Public Employees Retirement System (OPERS)
293
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.9K -$1.91K -8 -7%
CFD
294
Creative Financial Designs
Indiana
$23.9K – – –
IGWM
295
ICA Group Wealth Management
Colorado
$23.9K +$23.9K +100 New
TPCW
296
TD Private Client Wealth
New York
$21.8K – – –
TIM
297
Tortoise Investment Management
New York
$20.3K – – –
FFA
298
Fairfield Financial Advisors
Massachusetts
$19.1K – – –
TCOV
299
Trust Company of Vermont
Vermont
$17.9K -$71.7K -300 -80%
LC
300
Lindbrook Capital
California
$16.5K – – –
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12
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