306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.98M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$378K +$57.1K +281 +18%
Jane Street
177
Jane Street
New York
$371K -$1.44M -7,088 -80%
LCM
178
Legato Capital Management
California
$367K -$14.2K -70 -4%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$351K -$21.8K -106 -6%
OC
180
Oarsman Capital
Wisconsin
$335K
SC
181
Schulhoff & Co
Ohio
$315K
MWM
182
Meridian Wealth Management
Kentucky
$315K
CIM
183
CIM Investment Management
Pennsylvania
$312K
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$311K +$311K +1,532 New
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$309K +$309K +1,520 New
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$305K -$766K -3,770 -71%
II
187
Inspire Investing
Idaho
$305K -$31.1K -153 -9%
CCA
188
Checchi Capital Advisers
California
$305K +$305K +1,500 New
CAM
189
Cozad Asset Management
Illinois
$303K
JF
190
Jump Financial
Illinois
$300K +$300K +1,474 New
RHJA
191
Rice Hall James & Associates
California
$295K
Capstone Investment Advisors
192
Capstone Investment Advisors
New York
$293K +$293K +1,443 New
MHIC
193
Marble Harbor Investment Counsel
Massachusetts
$285K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$283K +$2.24K +11 +0.8%
PAG
195
Private Advisor Group
New Jersey
$280K +$1.63K +8 +0.6%
API
196
Advisor Partners II
California
$279K +$33.3K +164 +14%
CCA
197
Cobblestone Capital Advisors
New York
$278K
KC
198
Kenfarb & Co
Kentucky
$276K
AIP
199
Ameritas Investment Partners
Nebraska
$274K +$52.2K +257 +24%
GAM
200
Gotham Asset Management
New York
$271K +$271K +1,332 New