WDFC icon

WD-40
WDFC

Overview Fund Activity

342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
112
Reduced
117
Closed
45
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$58.5M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$80.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.44M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.56M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.5M
3
Squarepoint
3
Squarepoint
New York
$7.47M
4
BlackRock
4
BlackRock
New York
$453M
5
Barclays
5
Barclays
United Kingdom
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
276
Pacer Advisors
Pennsylvania
$51.4K -$47.2K -215 -48%
Acadian Asset Management
277
Acadian Asset Management
Massachusetts
$49K -$828K -3,836 -94%
CFFP
278
Center for Financial Planning
Michigan
$43.9K – – –
WOSD
279
WFA of San Diego
California
$43.9K +$43.9K +200 New
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$40K +$1.76K +8 +5%
C
281
Covestor
United Kingdom
$35K -$12.3K -56 -26%
EBA
282
Eagle Bay Advisors
New York
$29.8K -$5.26K -24 -15%
TCPG
283
Trivant Custom Portfolio Group
California
$25.3K – – –
AA
284
Ancora Advisors
Ohio
$25.3K – – –
CFD
285
Creative Financial Designs
Indiana
$22.1K +$219 +1 +1%
FPB
286
First PREMIER Bank
South Dakota
$22K – – –
Ohio Public Employees Retirement System (OPERS)
287
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K -$439 -2 -2%
TIM
288
Tortoise Investment Management
New York
$18.7K – – –
PA
289
Parallel Advisors
California
$18.2K -$12.5K -57 -41%
FFA
290
Fairfield Financial Advisors
Massachusetts
$17.6K +$17.6K +80 New
TCOV
291
Trust Company of Vermont
Vermont
$16.5K – – –
Jones Financial Companies
292
Jones Financial Companies
Missouri
$15.6K +$2.2K +10 +16%
LC
293
Lindbrook Capital
California
$15.2K – – –
OWA
294
Opal Wealth Advisors
New York
$13.2K +$439 +2 +3%
CA
295
Clearstead Advisors
Ohio
$13.2K +$13.2K +60 New
BCWM
296
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
CFO
297
CVA Family Office
Colorado
$11.4K +$439 +2 +4%
VCM
298
Versant Capital Management
Arizona
$10.5K – – –
ST
299
Smithfield Trust
Pennsylvania
$10K – – –
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
10 11
12
13 14