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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 %
S
301
SignatureFD
Georgia
$9.23K +$439 +2 +5%
HT
302
Headlands Technologies
Illinois
$8.35K -$152K -692 -95%
LFA
303
LGT Financial Advisors
Texas
$8.35K – – –
SA
304
SRH Advisors
Kansas
$7.47K – – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$7.25K – – –
AAP
306
Arax Advisory Partners
Colorado
$6.81K +$4.39K +20 +182%
EWA
307
EverSource Wealth Advisors
Alabama
$6.8K +$2.88K +11 +73%
Bessemer Group
308
Bessemer Group
New Jersey
$6K – – –
FHA
309
First Horizon Advisors
Tennessee
$5.93K – – –
FFA
310
Farther Finance Advisors
California
$5.63K +$1.95K +9 +53%
Walleye Capital
311
Walleye Capital
New York
$5.49K +$5.49K +25 New
BIA
312
Bell Investment Advisors
California
$5.27K +$659 +3 +14%
IFAM
313
Institutional & Family Asset Management
Colorado
$5.27K – – –
KFI
314
Key Financial Inc
Pennsylvania
$4.83K – – –
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$4.61K – – –
ATPW
316
Ashton Thomas Private Wealth
Arizona
$4.17K +$4.17K +19 New
BWL
317
Bogart Wealth LLC
Virginia
$3.51K – – –
AS
318
Altshuler Shaham
Israel
$3.51K +$220 +1 +7%
RIL
319
Rothschild Investment LLC
Illinois
$2.64K +$661 +3 +33%
SWS
320
SYSTM Wealth Solutions
Illinois
$2.2K -$118K -537 -98%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$2.2K – – –
CFGS
322
Concourse Financial Group Securities
Alabama
$2.2K – – –
WIM
323
Westside Investment Management
California
$2.2K +$2.2K +10 New
UB
324
UMB Bank
Missouri
$1.98K +$659 +3 +50%
JWA
325
JFS Wealth Advisors
Pennsylvania
$1.76K – – –
11 12
13
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