356 hedge funds and large institutions have $3.17B invested in WD-40 in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+11
Holders Change %
+3.19%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
108
Reduced
121
Closed
27
Calls
$15.6M
Puts
$73.2M
Net Calls
-$57.6M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
151
HSBC Holdings
United Kingdom
$879K +$879K +3,469 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$875K +$79K +312 +10%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$855K +$529K +2,090 +163%
SG Americas Securities
154
SG Americas Securities
New York
$852K +$147K +581 +21%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$845K +$318K +1,255 +60%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$819K +$1.52K +6 +0.2%
M&T Bank
157
M&T Bank
New York
$803K -$38.7K -153 -5%
CTC
158
Central Trust Company
Missouri
$792K
Cerity Partners
159
Cerity Partners
New York
$785K +$377K +1,487 +92%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$775K
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$762K +$24.1K +95 +3%
GCP
162
GSA Capital Partners
United Kingdom
$758K -$2.61M -10,288 -77%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$742K +$1.01K +4 +0.1%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$728K +$18.2K +72 +3%
TCM
165
TD Capital Management
Tennessee
$705K
BCM
166
Bayesian Capital Management
New York
$704K +$704K +2,780 New
UM
167
UniSuper Management
Australia
$700K +$700K +2,763 New
AAS
168
Avantax Advisory Services
Texas
$698K +$135K +535 +24%
Creative Planning
169
Creative Planning
Kansas
$694K +$78K +308 +13%
Verition Fund Management
170
Verition Fund Management
Connecticut
$692K +$253K +1,000 +58%
SEI Investments
171
SEI Investments
Pennsylvania
$690K +$108K +425 +19%
CT
172
Clearstead Trust
Maine
$689K
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$677K -$259K -1,023 -28%
GT
174
Glenmede Trust
Pennsylvania
$669K +$52.9K +209 +9%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$655K +$37.2K +147 +6%