363 hedge funds and large institutions have $3.14B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
116
Reduced
117
Closed
21
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$1.34M -$197K -763 -13%
Verition Fund Management
127
Verition Fund Management
Connecticut
$1.29M +$83.8K +325 +7%
LMKC
128
L.M. Kohn & Company
Ohio
$1.29M
WSFS
129
Wilmington Savings Fund Society
Delaware
$1.25M +$980K +3,801 +365%
SCM
130
Semanteon Capital Management
Massachusetts
$1.2M -$231K -895 -16%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$1.18M -$38.7K -150 -3%
SMWM
132
Silvia McColl Wealth Management
California
$1.18M
IEFM
133
IQ EQ Fund Management
Ireland
$1.14M
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$1.1M -$77.1K -299 -7%
I
136
InceptionR
California
$1.07M +$126K +489 +13%
AAS
137
Avantax Advisory Services
Texas
$1.06M -$211K -819 -17%
BFG
138
Bleakley Financial Group
New Jersey
$1.05M +$29.7K +115 +3%
PAI
139
Pittenger & Anderson Inc
Nebraska
$1.05M +$98K +380 +10%
Arrowstreet Capital
140
Arrowstreet Capital
Massachusetts
$1.03M -$100K -389 -9%
AB
141
Amalgamated Bank
New York
$1.03M -$43.1K -167 -4%
ASRS
142
Arizona State Retirement System
Arizona
$1.01M +$27.9K +108 +3%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$996K +$153K +593 +18%
WG
144
Winton Group
United Kingdom
$984K -$60.9K -236 -6%
Osaic Holdings
145
Osaic Holdings
Arizona
$925K -$40.2K -156 -4%
BA
146
Bridgewater Associates
Connecticut
$906K -$1.48M -5,722 -62%
PBC
147
Pavion Blue Capital
California
$903K
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$868K +$77.4K +300 +10%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$845K +$178K +686 +27%
DM
150
Deerfield Management
New York
$834K +$834K +3,233 New