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WD-40
WDFC

Overview Fund Activity

285 hedge funds and large institutions have $2.24B invested in WD-40 in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 21 closing their positions.

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
107
Reduced
69
Closed
21
Calls
$11.9M
Puts
$19.6M
Net Calls
-$7.72M
Net Calls Change
-$60K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$11.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$3.49M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$31M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$145M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.2M
4
Ameriprise
4
Ameriprise
Minnesota
$94.4M
5
Man Group
5
Man Group
United Kingdom
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$10.3M +$998K +5,606 +11%
Goldman Sachs
27
Goldman Sachs
New York
$10.1M -$3.06M -17,214 -23%
ProShare Advisors
28
ProShare Advisors
Maryland
$9.97M +$209K +1,174 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$9.03M +$2.23M +12,554 +33%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$8.36M +$391K +2,195 +5%
Invesco
31
Invesco
Georgia
$8.32M +$775K +4,353 +10%
CS
32
Credit Suisse
Switzerland
$7.88M +$188K +1,057 +2%
Legal & General Group
33
Legal & General Group
United Kingdom
$7.09M -$27.2K -153 -0.4%
GI
34
GAMCO Investors
Connecticut
$7.01M – – –
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$6.6M -$119K -667 -2%
Franklin Resources
36
Franklin Resources
California
$6.32M +$2.32K +13 +0%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.31M +$500K +2,808 +9%
GIP
38
Granite Investment Partners
California
$6.07M +$857K +4,814 +16%
WT
39
Whittier Trust
California
$6.03M +$66.4K +373 +1%
Stifel Financial
40
Stifel Financial
Missouri
$5.61M +$1.28M +7,181 +30%
Man Group
41
Man Group
United Kingdom
$5.56M -$4.28M -26,572 Closed
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.22M -$641K -3,600 -11%
BA
43
Bridgewater Associates
Connecticut
$4.96M -$108K -604 -2%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.26M -$144K -808 -3%
NIG
45
NFJ Investment Group
Texas
$4.23M +$114K +640 +3%
RJA
46
Raymond James & Associates
Florida
$4.15M +$1.97M +11,051 +90%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$3.89M -$35.6K -200 -0.9%
Federated Hermes
48
Federated Hermes
Pennsylvania
$3.63M +$596K +3,345 +20%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.6M -$100K -563 -3%
HPWA
50
Hall Private Wealth Advisors
North Carolina
$3.49M +$3.49M +19,596 New
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