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WD-40
WDFC

Overview Fund Activity

285 hedge funds and large institutions have $2.24B invested in WD-40 in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
107
Reduced
69
Closed
21
Calls
$11.9M
Puts
$19.6M
Net Calls
-$7.72M
Net Calls Change
-$60K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$11.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$35.7M
4
Bank of America
4
Bank of America
North Carolina
$12.9M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$3.49M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$31M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$145M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.2M
4
Ameriprise
4
Ameriprise
Minnesota
$94.4M
5
Man Group
5
Man Group
United Kingdom
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Hollencrest Capital Management
California
$208K – – –
KWMG
202
King Wealth Management Group
Florida
$208K +$208K +1,168 New
KBC Group
203
KBC Group
Belgium
$196K -$15.1K -85 -7%
AIP
204
Ameritas Investment Partners
Nebraska
$195K – – –
GRP
205
Global Retirement Partners
California
$158K +$28.9K +157 +22%
PI
206
PEAK6 Investments
Illinois
$134K +$134K +755 New
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$132K -$18.5K -104 -12%
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$123K – – –
HIA
209
Harbor Investment Advisory
Maryland
$116K – – –
GWSG
210
GPS Wealth Strategies Group
Colorado
$105K +$105K +592 New
ASN
211
Advisory Services Network
Georgia
$104K -$534 -3 -0.5%
TCPG
212
Trivant Custom Portfolio Group
California
$100K +$100K +563 New
SIC
213
Salem Investment Counselors
North Carolina
$99.7K +$99.7K +560 New
GI
214
Gradient Investments
Minnesota
$89K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$76K +$538 +3 +0.7%
Lazard Asset Management
216
Lazard Asset Management
New York
$76K +$12.2K +69 +19%
SPIA
217
Steward Partners Investment Advisory
New York
$73.4K +$26.7K +150 +57%
TRCT
218
Tower Research Capital (TRC)
New York
$68K -$99.5K -556 -59%
TCOV
219
Trust Company of Vermont
Vermont
$66.8K – – –
MHR
220
Matthew Hamilton Rosenberg
$65.8K – – –
QCG
221
Quadrant Capital Group
Ohio
$64.3K +$7.66K +43 +14%
BSB
222
Bangor Savings Bank
Maine
$62.5K – – –
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$58K – – –
AF
224
Allworth Financial
California
$57.3K -$1.6K -9 -3%
LFG
225
Larson Financial Group
Missouri
$54.4K +$356 +2 +0.7%
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