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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 %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$3.35K -$3.59K -15 -52%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$3.35K +$3.35K +14 New
VNA
328
Valley National Advisers
Pennsylvania
$3K +$3K +15 New
AAP
329
Arax Advisory Partners
Colorado
$2.63K – – –
NA
330
NewEdge Advisors
Louisiana
$2.63K -$2.15K -9 -45%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$2.39K – – –
CFGS
332
Concourse Financial Group Securities
Alabama
$2.39K – – –
BF
333
BOK Financial
Oklahoma
$2.39K +$2.39K +10 New
JWA
334
JFS Wealth Advisors
Pennsylvania
$1.91K – – –
CAS
335
Coppell Advisory Solutions
Texas
$1.67K +$1.67K +7 New
PWMG
336
Private Wealth Management Group
New Jersey
$1.44K +$1.44K +6 New
FG
337
Fairman Group
Pennsylvania
$1.2K +$1.2K +5 New
PWMG
338
Prestige Wealth Management Group
New Jersey
$957 – – –
GWS
339
Glassman Wealth Services
Virginia
$956 – – –
SIC
340
SJS Investment Consulting
Ohio
$718 – – –
AF
341
Advisornet Financial
Minnesota
$717 +$239 +1 +50%
PI
342
PEAK6 Investments
Illinois
$543 +$543 +2 New
AWM
343
Abound Wealth Management
Tennessee
$479 – – –
MCM
344
Manchester Capital Management
Vermont
$240 – – –
GIP
345
Granite Investment Partners
California
– -$7.02M -34,523 Closed
DekaBank Deutsche Girozentrale
346
DekaBank Deutsche Girozentrale
Germany
– -$3.46M -17,000 Closed
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
– -$1.88M -9,244 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
– -$1.52M -7,498 Closed
QC
349
Quadrature Capital
United Kingdom
– -$1.22M -6,001 Closed
Aberdeen Group
350
Aberdeen Group
United Kingdom
– -$1.11M -5,437 Closed
11 12 13
14
15