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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$64M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$139M
3
Citadel Advisors
Citadel Advisors
Florida
$5.07M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$121M
5
First Trust Advisors
First Trust Advisors
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$524K +$2.83K +15 +0.5%
CT
152
Clearstead Trust
Maine
$513K – – –
MOACM
153
Mutual of America Capital Management
New York
$500K -$27.4K -145 -5%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$484K – – –
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$468K +$40.4K +214 +9%
OAM
156
Oppenheimer Asset Management
New York
$457K +$3.02K +16 +0.7%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$446K -$21.7K -115 -5%
CAN
158
Cetera Advisor Networks
California
$443K +$2.45K +13 +0.6%
WG
159
Winton Group
United Kingdom
$435K -$1.05M -5,545 -71%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$431K – – –
Baird Financial Group
161
Baird Financial Group
Wisconsin
$430K +$43.4K +230 +11%
QT
162
Quantbot Technologies
New York
$405K +$405K +2,147 New
SEI Investments
163
SEI Investments
Pennsylvania
$401K +$51.2K +271 +15%
CC
164
Centiva Capital
New York
$399K -$120K -637 -23%
ANTB
165
AMG National Trust Bank
Colorado
$385K – – –
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$383K +$43.6K +231 +13%
BCM
167
Buckhead Capital Management
Georgia
$371K – – –
ACM
168
Allred Capital Management
Texas
$368K – – –
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$365K -$89.2K -443 -20%
Creative Planning
170
Creative Planning
Kansas
$360K +$3.58K +19 +1%
LCM
171
Legato Capital Management
California
$354K – – –
ECM
172
Everence Capital Management
Indiana
$343K – – –
II
173
Inspire Investing
Idaho
$312K +$22.8K +121 +8%
PAG
174
Private Advisor Group
New Jersey
$312K +$312K +1,370 New
OC
175
Oarsman Capital
Wisconsin
$311K – – –
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