306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.98M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
101
Barclays
United Kingdom
$1.36M -$1.4M -6,893 -51%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$311K -1,532 -20%
AWM
103
Avior Wealth Management
Nebraska
$1.26M
MAM
104
Martingale Asset Management
Massachusetts
$1.26M -$40.6K -200 -3%
AB
105
Amalgamated Bank
New York
$1.23M -$31.9K -157 -3%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$1.23M -$71.1K -350 -5%
QC
107
Quadrature Capital
United Kingdom
$1.22M +$1.22M +6,001 New
Mariner
108
Mariner
Kansas
$1.21M +$218K +1,075 +22%
DC
109
Davenport & Co
Virginia
$1.19M +$22.4K +110 +2%
DFCM
110
Dark Forest Capital Management
Puerto Rico
$1.13M -$63.8K -314 -5%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.12M
Aberdeen Group
112
Aberdeen Group
United Kingdom
$1.11M +$55.7K +274 +5%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.1M -$813 -4 -0.1%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$1.08M -$58.5K -288 -5%
BCC
115
Bridge City Capital
Oregon
$1.07M -$6.91K -34 -0.6%
UBS Group
116
UBS Group
Switzerland
$1.04M -$1.74M -8,543 -62%
LMKC
117
L.M. Kohn & Company
Ohio
$1.03M
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$1.02M -$59.3K -292 -6%
IEFM
119
IQ EQ Fund Management
Ireland
$1M -$81.5K -401 -8%
HighTower Advisors
120
HighTower Advisors
Illinois
$958K -$203K -1,008 -18%
SMWM
121
Silvia McColl Wealth Management
California
$938K
Simplex Trading
122
Simplex Trading
Illinois
$935K +$737K +3,630 +373%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$934K -$25.2K -124 -3%
Holocene Advisors
124
Holocene Advisors
New York
$918K -$682K -3,358 -43%
LPL Financial
125
LPL Financial
California
$898K +$74.8K +368 +9%