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WD-40
WDFC

Overview Fund Activity

288 hedge funds and large institutions have $2.34B invested in WD-40 in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
83
Reduced
88
Closed
29
Calls
$12.7M
Puts
$28.9M
Net Calls
-$16.2M
Net Calls Change
-$8.47M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$24.6M
2
GCM
Geneva Capital Management
Wisconsin
$40.8M
3
EAM
Eagle Asset Management
Florida
$6.58M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$17M
5
Man Group
Man Group
United Kingdom
$5.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$64M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$139M
3
Citadel Advisors
Citadel Advisors
Florida
$5.07M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$121M
5
First Trust Advisors
First Trust Advisors
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Hollencrest Capital Management
California
$221K – – –
RFC
202
Regions Financial Corp
Alabama
$219K -$87.3K -463 -29%
ATC
203
Argent Trust Co
Tennessee
$218K -$3.77K -20 -2%
KWMG
204
King Wealth Management Group
Florida
$216K -$4.72K -25 -2%
SIG
205
Stonegate Investment Group
Alabama
$209K +$209K +1,107 New
ACM
206
Aquatic Capital Management
Illinois
$208K +$208K +1,100 New
AIP
207
Ameritas Investment Partners
Nebraska
$206K – – –
SFO
208
Stokes Family Office
Louisiana
$202K +$202K +1,072 New
KBC Group
209
KBC Group
Belgium
$194K -$14K -74 -7%
Simplex Trading
210
Simplex Trading
Illinois
$183K +$183K +974 New
GRP
211
Global Retirement Partners
California
$162K – – –
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$139K – – –
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K – – –
HIA
214
Harbor Investment Advisory
Maryland
$123K – – –
Walleye Capital
215
Walleye Capital
New York
$112K +$112K +594 New
SIC
216
Salem Investment Counselors
North Carolina
$106K – – –
GWSG
217
GPS Wealth Strategies Group
Colorado
$104K -$7.55K -40 -7%
TCPG
218
Trivant Custom Portfolio Group
California
$102K -$3.77K -20 -4%
GI
219
Gradient Investments
Minnesota
$94.3K – – –
Lazard Asset Management
220
Lazard Asset Management
New York
$81K – – –
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$80K -$379 -2 -0.5%
TCOV
222
Trust Company of Vermont
Vermont
$70.7K – – –
MHR
223
Matthew Hamilton Rosenberg
$69.7K – – –
QCG
224
Quadrant Capital Group
Ohio
$66.4K -$1.7K -9 -2%
BSB
225
Bangor Savings Bank
Maine
$66.2K – – –
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