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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 %
OAM
151
Oppenheimer Asset Management
New York
$429K +$9.79K +55 +2%
GCP
152
GSA Capital Partners
United Kingdom
$418K -$173K -972 -29%
CAN
153
Cetera Advisor Networks
California
$416K +$4.99K +28 +1%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$407K – – –
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$404K -$554K -3,097 -58%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$403K +$51.8K +291 +15%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$401K +$1.78K +10 +0.4%
US Bancorp
158
US Bancorp
Minnesota
$373K +$17.1K +96 +5%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$365K +$8.9K +50 +2%
ANTB
160
AMG National Trust Bank
Colorado
$364K – – –
MUAMU
161
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$356K +$356K +2,000 New
BCM
162
Buckhead Capital Management
Georgia
$350K – – –
HF
163
HRT Financial
New York
$349K +$349K +1,965 New
ACM
164
Allred Capital Management
Texas
$348K – – –
Creative Planning
165
Creative Planning
Kansas
$336K +$4.81K +27 +1%
LCM
166
Legato Capital Management
California
$334K – – –
SEI Investments
167
SEI Investments
Pennsylvania
$330K +$76K +427 +30%
State Board of Administration of Florida Retirement System
168
State Board of Administration of Florida Retirement System
Florida
$321K -$363K -2,040 -53%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$320K -$445K -2,497 -58%
YIH
170
Y-Intercept (HK)
Hong Kong
$314K +$314K +1,764 New
BAM
171
Belpointe Asset Management
Nevada
$307K +$11.9K +67 +4%
CCIA
172
Campbell & Co Investment Adviser
Maryland
$301K +$301K +1,689 New
OC
173
Oarsman Capital
Wisconsin
$293K – – –
SWS
174
SYSTM Wealth Solutions
Illinois
$291K +$3.92K +22 +1%
RFC
175
Regions Financial Corp
Alabama
$289K -$98.3K -552 -25%
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