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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 %
ASRS
126
Arizona State Retirement System
Arizona
$700K +$15.8K +89 +2%
VI
127
Vestcor Inc
New Brunswick, Canada
$693K -$368K -2,067 -35%
RCM
128
Radnor Capital Management
Pennsylvania
$677K +$677K +3,800 New
Mariner
129
Mariner
Kansas
$663K +$304K +1,709 +85%
M&T Bank
130
M&T Bank
New York
$662K +$94.3K +530 +17%
ETC
131
Exchange Traded Concepts
Oklahoma
$659K -$708K -3,974 -52%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$637K +$77.8K +437 +14%
PBC
133
Pavion Blue Capital
California
$623K – – –
PAI
134
Pittenger & Anderson Inc
Nebraska
$601K – – –
SG Americas Securities
135
SG Americas Securities
New York
$598K -$633K -3,552 -51%
LPL Financial
136
LPL Financial
California
$584K +$39.2K +220 +7%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$557K +$35.6K +200 +7%
CTC
138
Central Trust Company
Missouri
$557K – – –
American Century Companies
139
American Century Companies
Missouri
$500K +$142K +799 +40%
MOACM
140
Mutual of America Capital Management
New York
$498K -$8.72K -49 -2%
Bessemer Group
141
Bessemer Group
New Jersey
$496K -$17.6K -99 -3%
TCM
142
TD Capital Management
Tennessee
$496K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$492K -$44.5K -250 -8%
CC
144
Centiva Capital
New York
$490K +$490K +2,750 New
CT
145
Clearstead Trust
Maine
$484K – – –
SS
146
Simplicity Solutions
Minnesota
$469K +$26.9K +151 +6%
BFG
147
Bleakley Financial Group
New Jersey
$463K +$14.2K +80 +3%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$457K – – –
AA
149
ALPS Advisors
Colorado
$456K +$50.9K +286 +13%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$442K +$66.6K +374 +18%
4 5
6
7 8