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

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$24.1M
2
Goldman Sachs
Goldman Sachs
New York
$11.5M
3
Squarepoint
Squarepoint
New York
$7.47M
4
BlackRock
BlackRock
New York
$453M
5
Barclays
Barclays
United Kingdom
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
326
Innealta Capital
Texas
$1.76K +$1.76K +8 New
FWA
327
FSC Wealth Advisors
New York
$1.76K +$1.76K +8 New
HCP
328
Hexagon Capital Partners
Arkansas
$1.54K -$2.64K -12 -63%
CAS
329
Coppell Advisory Solutions
Texas
$1.54K +$1.54K +7 New
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.32K – – –
FG
331
Fairman Group
Pennsylvania
$1.1K – – –
PWMG
332
Prestige Wealth Management Group
New Jersey
$879 – – –
SIC
333
SJS Investment Consulting
Ohio
$659 – – –
FNWA
334
Financial Network Wealth Advisors
Utah
$450 +$450 +2 New
PWMG
335
Private Wealth Management Group
New Jersey
$440 -$880 -4 -67%
AWM
336
Abound Wealth Management
Tennessee
$440 – – –
BC
337
Belmont Capital
California
$439 +$439 +2 New
ECM
338
Everence Capital Management
Indiana
$409 – – –
DJSG
339
D.J. St. Germain
Massachusetts
$220 -$220 -1 -50%
MCM
340
Manchester Capital Management
Vermont
$220 – – –
TPCW
341
TD Private Client Wealth
New York
$183 -$16.5K -90 -99%
Lord, Abbett & Co
342
Lord, Abbett & Co
New Jersey
– -$4.18M -16,500 Closed
LCM
343
Landscape Capital Management
New Jersey
– -$2.03M -8,005 Closed
JFG
344
Jefferies Financial Group
New York
– -$1.89M -7,444 Closed
AIG
345
American International Group
New York
– -$1.86M -7,325 Closed
VanEck Associates
346
VanEck Associates
New York
– -$1.46M -5,773 Closed
Point72 Asset Management
347
Point72 Asset Management
Connecticut
– -$1.11M -4,400 Closed
RCM
348
Radnor Capital Management
Pennsylvania
– -$963K -3,800 Closed
DA
349
Duality Advisers
Florida
– -$896K -3,537 Closed
BCM
350
Bayesian Capital Management
New York
– -$704K -2,780 Closed
12 13
14
15 16