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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 %
WG
201
Winton Group
United Kingdom
$371K -$88.2K -369 -19%
MWM
202
Meridian Wealth Management
Kentucky
$371K – – –
SC
203
Schulhoff & Co
Ohio
$371K – – –
CIM
204
CIM Investment Management
Pennsylvania
$367K – – –
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$366K – – –
CCA
206
Checchi Capital Advisers
California
$359K – – –
RHJA
207
Rice Hall James & Associates
California
$347K – – –
AIP
208
Ameritas Investment Partners
Nebraska
$336K +$13.6K +57 +4%
MHIC
209
Marble Harbor Investment Counsel
Massachusetts
$335K – – –
CAM
210
Cozad Asset Management
Illinois
$332K -$23.9K -100 -7%
CCA
211
Cobblestone Capital Advisors
New York
$327K – – –
DFCM
212
Dark Forest Capital Management
Puerto Rico
$325K -$1.01M -4,210 -76%
PAG
213
Private Advisor Group
New Jersey
$318K -$12K -50 -4%
RB
214
Rodgers Brothers
Pennsylvania
$311K – – –
TPI
215
Trust Point Inc
Wisconsin
$311K +$311K +1,300 New
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$309K -$7.65K -32 -2%
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
$307K -$51.9K -217 -14%
US Bancorp
218
US Bancorp
Minnesota
$307K +$33.2K +139 +12%
HWM
219
Howard Wealth Management
Connecticut
$305K – – –
EGM
220
Engineers Gate Manager
New York
$303K +$303K +1,268 New
SW
221
SkyOak Wealth
Michigan
$299K +$299K +1,249 New
CCM
222
Coldstream Capital Management
Washington
$293K +$293K +1,225 New
Wolverine Trading
223
Wolverine Trading
Illinois
$293K +$293K +1,224 New
SCM
224
Semanteon Capital Management
Massachusetts
$290K +$290K +1,214 New
EA
225
Everpar Advisors
Oklahoma
$290K +$290K +1,213 New
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