363 hedge funds and large institutions have $3.14B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
116
Reduced
117
Closed
21
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CIG
176
Cullen Investment Group
Louisiana
$558K +$1.29K +5 +0.2%
BCM
177
Buckhead Capital Management
Georgia
$551K
RJFSA
178
Raymond James Financial Services Advisors
Florida
$546K +$61.9K +240 +13%
Two Sigma Advisers
179
Two Sigma Advisers
New York
$542K -$155K -600 -22%
SA
180
Sanctuary Advisors
Indiana
$534K +$124K +438 +30%
MOACM
181
Mutual of America Capital Management
New York
$526K -$49K -190 -9%
HSBC Holdings
182
HSBC Holdings
United Kingdom
$511K +$17.3K +67 +4%
State Board of Administration of Florida Retirement System
183
State Board of Administration of Florida Retirement System
Florida
$500K +$19.1K +74 +4%
PFM
184
Premier Fund Managers
United Kingdom
$499K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$499K -$70.1K -272 -12%
Simplex Trading
186
Simplex Trading
Illinois
$487K -$328K -1,271 -40%
ECM
187
Everence Capital Management
Indiana
$467K
RA
188
Royce & Associates
New York
$464K
SFA
189
Sequoia Financial Advisors
Ohio
$459K -$54.2K -210 -11%
DF
190
Donoghue Forlines
Massachusetts
$458K +$14.4K +56 +3%
OC
191
Oarsman Capital
Wisconsin
$453K +$9.03K +35 +2%
ACM
192
Allred Capital Management
Texas
$452K
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$425K
II
194
Inspire Investing
Idaho
$412K -$1.29K -5 -0.3%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$403K
MWM
196
Meridian Wealth Management
Kentucky
$400K +$400K +1,550 New
PAG
197
Private Advisor Group
New Jersey
$398K +$35.6K +138 +10%
SC
198
Schulhoff & Co
Ohio
$389K
CCA
199
Checchi Capital Advisers
California
$387K
OAM
200
Oppenheimer Asset Management
New York
$382K -$2.32K -9 -0.6%