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WD-40
WDFC

Overview Fund Activity

288 hedge funds and large institutions have $2.34B invested in WD-40 in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
83
Reduced
88
Closed
29
Calls
$12.7M
Puts
$28.9M
Net Calls
-$16.2M
Net Calls Change
-$8.47M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$24.6M
2
GCM
2
Geneva Capital Management
Wisconsin
$40.8M
3
EAM
3
Eagle Asset Management
Florida
$6.58M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$17M
5
Man Group
5
Man Group
United Kingdom
$5.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$64M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$139M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.07M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$121M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$1.17M -$54.7K -290 -4%
AB
102
Amalgamated Bank
New York
$1.17M -$944 -5 -0.1%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$1.14M -$1.32K -7 -0.1%
OQS
104
Occudo Quantitative Strategies
Florida
$1.12M -$137K -724 -11%
DFCM
105
Dark Forest Capital Management
Puerto Rico
$1.11M +$1.05M +5,589 +1,888%
HighTower Advisors
106
HighTower Advisors
Illinois
$1.1M +$62.9K +328 +6%
DC
107
Davenport & Co
Virginia
$1.08M -$377 -2 -0%
Osaic Holdings
108
Osaic Holdings
Arizona
$1.06M +$20.6K +109 +2%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$1.06M -$340K -1,805 -24%
American Century Companies
110
American Century Companies
Missouri
$1.04M +$514K +2,727 +97%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.04M – – –
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.03M +$30.2K +160 +3%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.02M -$428K -2,267 -30%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$3.21K -17 -0.3%
IEFM
115
IQ EQ Fund Management
Ireland
$1.01M -$176K -932 -15%
IWA
116
Intercontinental Wealth Advisors
Texas
$1M +$5.09K +27 +0.5%
BCC
117
Bridge City Capital
Oregon
$998K +$755 +4 +0.1%
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$998K -$34.7K -184 -3%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$995K -$6.79K -36 -0.7%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$974K +$974K +5,163 New
LMKC
121
L.M. Kohn & Company
Ohio
$953K – – –
Mariner
122
Mariner
Kansas
$924K +$221K +1,174 +32%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$890K -$74.3K -394 -8%
HF
124
HRT Financial
New York
$878K +$507K +2,690 +137%
SMWM
125
Silvia McColl Wealth Management
California
$870K – – –
3 4
5
6 7