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WD-40
WDFC

Overview Fund Activity

368 hedge funds and large institutions have $2.96B invested in WD-40 in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+5
Holders Change %
+1.38%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
118
Reduced
121
Closed
35
Calls
$9.71M
Puts
$5.4M
Net Calls
+$4.31M
Net Calls Change
+$21M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$38.4M
2
BlackRock
2
BlackRock
New York
$515M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$25.3M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$10.1M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$258M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$96.8M
3
Man Group
3
Man Group
United Kingdom
$19M
4
Ameriprise
4
Ameriprise
Minnesota
$81.7M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$2.18K -$243 -1 -10%
CFD
352
Creative Financial Designs
Indiana
$2.18K +$2.18K +9 New
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.94K – – –
FWA
354
FSC Wealth Advisors
New York
$1.94K – – –
SO
355
Sierra Ocean
California
$1.94K +$1.94K +8 New
CAS
356
Coppell Advisory Solutions
Texas
$1.69K – – –
TPCW
357
TD Private Client Wealth
New York
$1.66K – – –
BCMLT
358
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.46K -$1.46K -6 -50%
PWMG
359
Prestige Wealth Management Group
New Jersey
$971 – – –
MCM
360
MAI Capital Management
Ohio
$739 +$739 +3 New
SIC
361
SJS Investment Consulting
Ohio
$486 -$243 -1 -33%
PWMG
362
Private Wealth Management Group
New Jersey
$486 – – –
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$486 +$243 +1 +100%
FG
364
Fairman Group
Pennsylvania
$485 -$728 -3 -60%
AWM
365
Abound Wealth Management
Tennessee
$243 – – –
IA
366
IFP Advisors
Florida
$243 – – –
MCM
367
Manchester Capital Management
Vermont
$243 – – –
DJSG
368
D.J. St. Germain
Massachusetts
$243 – – –
GFPC
369
Global Financial Private Client
Florida
$243 +$243 +1 New
TC
370
TwinBeech Capital
New York
– -$2.28M -8,846 Closed
I
371
InceptionR
California
– -$1.07M -4,161 Closed
Arrowstreet Capital
372
Arrowstreet Capital
Massachusetts
– -$1.03M -3,982 Closed
WG
373
Winton Group
United Kingdom
– -$984K -3,814 Closed
DM
374
Deerfield Management
New York
– -$834K -3,233 Closed
Holocene Advisors
375
Holocene Advisors
New York
– -$794K -3,079 Closed
13 14
15
16 17