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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.

New
Increased
Maintained
Reduced
Closed
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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$1.58M -$481K -2,700 -23%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$1.53M +$114K +638 +8%
Holocene Advisors
78
Holocene Advisors
New York
$1.46M +$963K +5,406 +194%
OLA
79
Oliver Luxxe Assets
New Jersey
$1.44M – – –
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$1.4M +$402K +2,257 +40%
WG
81
Winton Group
United Kingdom
$1.4M -$28.8K -162 -2%
Citigroup
82
Citigroup
New York
$1.38M -$151K -846 -10%
YCM
83
Yousif Capital Management
Michigan
$1.37M -$174K -975 -11%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.37M +$773K +4,344 +130%
AIG
85
American International Group
New York
$1.33M +$6.05K +34 +0.5%
HW
86
Hancock Whitney
Mississippi
$1.32M -$37K -208 -3%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$1.32M +$11.8K +66 +0.9%
MIM
88
MetLife Investment Management
New Jersey
$1.31M +$21.7K +122 +2%
MP
89
McDonald Partners
Ohio
$1.26M +$4.45K +25 +0.4%
Barclays
90
Barclays
United Kingdom
$1.23M +$60.7K +341 +5%
Jane Street
91
Jane Street
New York
$1.23M +$417K +2,344 +51%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$1.22M -$290K -1,630 -19%
OQS
93
Occudo Quantitative Strategies
Florida
$1.18M -$147K -827 -11%
AWM
94
Avior Wealth Management
Nebraska
$1.16M – – –
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$1.12M -$17.8K -100 -2%
IEFM
96
IQ EQ Fund Management
Ireland
$1.12M +$1.12M +6,266 New
AB
97
Amalgamated Bank
New York
$1.1M -$84.9K -477 -7%
AG
98
Algert Global
California
$1.09M -$826K -4,637 -43%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$1.08M +$582K +3,270 +118%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.07M -$327K -1,839 -23%
2 3
4
5 6