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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
+$12.2M
2
GCM
Geneva Capital Management
Wisconsin
+$6.62M
3
EAM
Eagle Asset Management
Florida
+$6.58M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$6.15M
5
Man Group
Man Group
United Kingdom
+$5.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$6M
5
First Trust Advisors
First Trust Advisors
Illinois
-$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$302K -$92.6K -491 -23%
Two Sigma Investments
177
Two Sigma Investments
New York
$298K +$298K +1,579 New
MWM
178
Meridian Wealth Management
Kentucky
$292K – – –
SC
179
Schulhoff & Co
Ohio
$292K – – –
CIM
180
CIM Investment Management
Pennsylvania
$289K – – –
PAMS
181
Pictet Asset Management (Switzerland)
Switzerland
$289K – – –
Cerity Partners
182
Cerity Partners
New York
$289K +$3.59K +19 +1%
SCM
183
Stonebridge Capital Management
California
$283K – – –
GT
184
Glenmede Trust
Pennsylvania
$281K – – –
CAM
185
Cozad Asset Management
Illinois
$281K – – –
SSA
186
Schonfeld Strategic Advisors
New York
$277K +$12.8K +68 +5%
RHJA
187
Rice Hall James & Associates
California
$274K – – –
CGH
188
Crossmark Global Holdings
Texas
$271K -$44.4K -195 -14%
MHIC
189
Marble Harbor Investment Counsel
Massachusetts
$264K – – –
Fidelity Investments
190
Fidelity Investments
Massachusetts
$261K +$39.1K +207 +18%
CCA
191
Cobblestone Capital Advisors
New York
$258K – – –
KC
192
Kenfarb & Co
Kentucky
$257K – – –
AAS
193
Avantax Advisory Services
Texas
$251K +$251K +1,333 New
RB
194
Rodgers Brothers
Pennsylvania
$245K – – –
HWM
195
Howard Wealth Management
Connecticut
$241K -$14.1K -75 -6%
BCI
196
Brinker Capital Investments
Pennsylvania
$234K -$2.26K -12 -1%
OPS
197
Orion Portfolio Solutions
Nebraska
$234K -$2.26K -12 -1%
SM
198
Sweeney & Michel
California
$228K +$228K +1,025 New
API
199
Advisor Partners II
California
$228K -$566 -3 -0.2%
First Manhattan
200
First Manhattan
New York
$226K -$18.9K -100 -8%
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