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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 %
EHC
101
Everett Harris & Co
California
$1.07M +$1.07M +6,000 New
MAM
102
Martingale Asset Management
Massachusetts
$1.05M +$1.05M +5,907 New
DC
103
Davenport & Co
Virginia
$1.02M +$32.4K +182 +3%
Corient Private Wealth
104
Corient Private Wealth
Florida
$1.01M +$96.7K +543 +11%
Osaic Holdings
105
Osaic Holdings
Arizona
$984K +$36.2K +203 +4%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$978K +$8.9K +50 +0.9%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$974K -$21K -118 -2%
HighTower Advisors
108
HighTower Advisors
Illinois
$970K -$130K -725 -12%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$963K +$3.38K +19 +0.4%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$945K -$87.1K -489 -8%
E
111
Ergoteles
New York
$942K +$942K +5,288 New
BCC
112
Bridge City Capital
Oregon
$941K -$3.56K -20 -0.4%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$940K -$5.7K -32 -0.6%
IWA
114
Intercontinental Wealth Advisors
Texas
$939K -$2.49K -14 -0.3%
Cerity Partners
115
Cerity Partners
New York
$917K +$57.7K +95 +7%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$910K -$302K -1,698 -25%
LMKC
117
L.M. Kohn & Company
Ohio
$900K -$125K -700 -12%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$839K – – –
SMWM
119
Silvia McColl Wealth Management
California
$822K – – –
DA
120
Duality Advisers
Florida
$811K -$229K -1,284 -22%
Victory Capital Management
121
Victory Capital Management
Texas
$802K -$198K -1,110 -20%
VRS
122
Virginia Retirement Systems
Virginia
$801K -$35.6K -200 -4%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$786K -$19.6K -110 -2%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$738K – – –
Squarepoint
125
Squarepoint
New York
$709K +$709K +3,980 New
3 4
5
6 7