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 %
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$417K +$29.1K +115 +8%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$408K -$7.09K -28 -2%
GC
203
Guggenheim Capital
Illinois
$402K -$53.2K -210 -12%
CIM
204
CIM Investment Management
Pennsylvania
$389K
I
205
InceptionR
California
$387K +$387K +1,526 New
SC
206
Schulhoff & Co
Ohio
$382K -$10.1K -40 -3%
CCA
207
Checchi Capital Advisers
California
$380K
RHJA
208
Rice Hall James & Associates
California
$367K
PAS
209
Point72 Asia (Singapore)
Singapore
$366K +$326K +1,288 +815%
II
210
Inspire Investing
Idaho
$357K -$51.2K -202 -13%
MHIC
211
Marble Harbor Investment Counsel
Massachusetts
$355K
CAM
212
Cozad Asset Management
Illinois
$352K
CCA
213
Cobblestone Capital Advisors
New York
$346K
AIP
214
Ameritas Investment Partners
Nebraska
$343K -$13.2K -52 -4%
CCM
215
Coldstream Capital Management
Washington
$342K +$31.9K +126 +10%
OAM
216
Oppenheimer Asset Management
New York
$340K -$168K -664 -33%
VA
217
Vident Advisory
Georgia
$333K +$91.2K +360 +38%
US Bancorp
218
US Bancorp
Minnesota
$331K +$6.33K +25 +2%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$331K +$3.8K +15 +1%
RB
220
Rodgers Brothers
Pennsylvania
$329K
TPI
221
Trust Point Inc
Wisconsin
$329K
HWM
222
Howard Wealth Management
Connecticut
$323K
PAG
223
Private Advisor Group
New Jersey
$322K -$14.7K -58 -4%
State Board of Administration of Florida Retirement System
224
State Board of Administration of Florida Retirement System
Florida
$321K -$482K -2,708 -60%
QT
225
Quantbot Technologies
New York
$305K +$305K +1,203 New