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 %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$650K
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$639K +$639K +2,522 New
VI
178
Versor Investments
New York
$632K +$632K +2,496 New
Aviva
179
Aviva
United Kingdom
$627K -$36.5K -144 -5%
Osaic Holdings
180
Osaic Holdings
Arizona
$621K -$619K -2,442 -50%
Simplex Trading
181
Simplex Trading
Illinois
$616K +$200K +790 +48%
MOACM
182
Mutual of America Capital Management
New York
$592K -$9.12K -36 -2%
CAN
183
Cetera Advisor Networks
California
$585K -$47.1K -186 -7%
CIG
184
Cullen Investment Group
Louisiana
$548K -$7.71K -31 -1%
BCM
185
Buckhead Capital Management
Georgia
$541K
PTC
186
Petrus Trust Company
Texas
$529K +$529K +2,088 New
ANTB
187
AMG National Trust Bank
Colorado
$517K
EGM
188
Engineers Gate Manager
New York
$510K +$189K +747 +59%
SFA
189
Sequoia Financial Advisors
Ohio
$506K -$34.5K -136 -6%
DFCM
190
Dark Forest Capital Management
Puerto Rico
$500K +$155K +612 +45%
PFM
191
Premier Fund Managers
United Kingdom
$484K -$190K -759 -28%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$478K +$22.3K +88 +5%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$474K +$10.2K +40 +2%
LCM
194
Legato Capital Management
California
$458K
RA
195
Royce & Associates
New York
$456K +$456K +1,799 New
AG
196
Algert Global
California
$447K -$1.73M -6,810 -79%
ACM
197
Allred Capital Management
Texas
$444K -$45.6K -180 -9%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$439K -$57.5K -227 -12%
OC
199
Oarsman Capital
Wisconsin
$433K -$1.01K -4 -0.2%
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$428K +$258K +1,020 +152%