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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 %
CPW
176
Crestmont Private Wealth
Texas
$284K +$40.6K +228 +17%
GT
177
Glenmede Trust
Pennsylvania
$281K -$534 -3 -0.2%
MWM
178
Meridian Wealth Management
Kentucky
$276K – – –
SC
179
Schulhoff & Co
Ohio
$276K – – –
II
180
Inspire Investing
Idaho
$273K +$13.2K +74 +5%
CIM
181
CIM Investment Management
Pennsylvania
$273K +$9.44K +53 +4%
PAMS
182
Pictet Asset Management (Switzerland)
Switzerland
$273K – – –
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$269K -$5.7K -32 -2%
SCM
184
Stonebridge Capital Management
California
$267K – – –
CAM
185
Cozad Asset Management
Illinois
$265K – – –
RHJA
186
Rice Hall James & Associates
California
$258K – – –
SSA
187
Schonfeld Strategic Advisors
New York
$249K -$698K -3,918 -74%
MHIC
188
Marble Harbor Investment Counsel
Massachusetts
$249K – – –
CGH
189
Crossmark Global Holdings
Texas
$247K +$247K +1,384 New
CCA
190
Cobblestone Capital Advisors
New York
$243K – – –
KC
191
Kenfarb & Co
Kentucky
$242K – – –
HWM
192
Howard Wealth Management
Connecticut
$240K – – –
Verition Fund Management
193
Verition Fund Management
Connecticut
$238K +$238K +1,339 New
First Manhattan
194
First Manhattan
New York
$231K – – –
RB
195
Rodgers Brothers
Pennsylvania
$231K – – –
BCI
196
Brinker Capital Investments
Pennsylvania
$223K +$223K +1,253 New
OPS
197
Orion Portfolio Solutions
Nebraska
$223K +$223K +1,253 New
API
198
Advisor Partners II
California
$216K +$216K +1,211 New
ATC
199
Argent Trust Co
Tennessee
$209K +$209K +1,176 New
Fidelity Investments
200
Fidelity Investments
Massachusetts
$209K +$1.07K +6 +0.5%
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8
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