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WD-40
WDFC

Overview Fund Activity

345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$131M
2
APG Asset Management
APG Asset Management
Netherlands
$379M
3
Man Group
Man Group
United Kingdom
$24.5M
4
Millennium Management
Millennium Management
New York
$14.4M
5
Jane Street
Jane Street
New York
$11.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$3.43M
2
Ameriprise
Ameriprise
Minnesota
$53.8M
3
GIP
Granite Investment Partners
California
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$145M
5
DDC
DF Dent & Co
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$531K +$79.8K +334 +18%
XT
177
XTX Topco
Cayman Islands
$511K +$511K +2,138 New
BCM
178
Buckhead Capital Management
Georgia
$511K +$40.9K +171 +9%
PRC
179
Pearl River Capital
Michigan
$510K +$510K +2,135 New
SFA
180
Sequoia Financial Advisors
Ohio
$510K +$510K +2,134 New
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$498K +$134K +561 +37%
ANTB
182
AMG National Trust Bank
Colorado
$488K – – –
OAM
183
Oppenheimer Asset Management
New York
$480K -$101K -424 -17%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$468K -$30.8K -129 -6%
ACM
185
Allred Capital Management
Texas
$462K – – –
AI
186
AdvisorShares Investments
Maryland
$444K -$5.26K -22 -1%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$444K +$27.3K +112 +7%
ECM
188
Everence Capital Management
Indiana
$433K – – –
LCM
189
Legato Capital Management
California
$432K – – –
Fidelity Investments
190
Fidelity Investments
Massachusetts
$430K +$97.5K +408 +29%
GC
191
Guggenheim Capital
Illinois
$430K +$430K +1,797 New
AQR Capital Management
192
AQR Capital Management
Connecticut
$423K +$179K +748 +73%
BHCM
193
Brevan Howard Capital Management
Jersey
$422K +$422K +1,764 New
Verition Fund Management
194
Verition Fund Management
Connecticut
$414K +$414K +1,731 New
OC
195
Oarsman Capital
Wisconsin
$410K +$16.3K +68 +4%
Simplex Trading
196
Simplex Trading
Illinois
$393K -$708K -2,960 -64%
RJFSA
197
Raymond James Financial Services Advisors
Florida
$392K +$392K +1,639 New
Cerity Partners
198
Cerity Partners
New York
$385K +$385K +1,610 New
II
199
Inspire Investing
Idaho
$385K +$25.8K +108 +7%
SO
200
STRS Ohio
Ohio
$382K +$287K +1,200 +300%
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