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WD-40
WDFC

Overview Fund Activity

342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
112
Reduced
117
Closed
45
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$58.5M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$80.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.44M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.56M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.5M
3
Squarepoint
3
Squarepoint
New York
$7.47M
4
BlackRock
4
BlackRock
New York
$453M
5
Barclays
5
Barclays
United Kingdom
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
201
Virtu Financial
New York
$375K +$375K +1,707 New
Cerity Partners
202
Cerity Partners
New York
$373K -$307K -1,397 -45%
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$362K – – –
II
204
Inspire Investing
Idaho
$352K +$42.4K +193 +14%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$343K -$37.3K -170 -10%
SC
206
Schulhoff & Co
Ohio
$332K – – –
CCA
207
Checchi Capital Advisers
California
$329K – – –
OAM
208
Oppenheimer Asset Management
New York
$327K +$32.1K +146 +11%
SA
209
Sanctuary Advisors
Indiana
$325K +$325K +1,443 New
FC
210
FORA Capital
Florida
$313K +$313K +1,423 New
PAG
211
Private Advisor Group
New Jersey
$308K +$29.4K +134 +11%
MHIC
212
Marble Harbor Investment Counsel
Massachusetts
$307K – – –
CAM
213
Cozad Asset Management
Illinois
$305K – – –
CCA
214
Cobblestone Capital Advisors
New York
$300K – – –
AIP
215
Ameritas Investment Partners
Nebraska
$298K – – –
RHJA
216
Rice Hall James & Associates
California
$297K -$22K -100 -7%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$286K -$1.1K -5 -0.4%
RB
218
Rodgers Brothers
Pennsylvania
$286K – – –
TPI
219
Trust Point Inc
Wisconsin
$286K – – –
CL
220
CIM LLC
New York
$279K – – –
US Bancorp
221
US Bancorp
Minnesota
$275K -$12.3K -56 -4%
HWM
222
Howard Wealth Management
Connecticut
$275K -$5.49K -25 -2%
GC
223
Guggenheim Capital
Illinois
$274K -$74.9K -341 -21%
CIM
224
CIM Investment Management
Pennsylvania
$272K -$64.6K -294 -19%
CCM
225
Coldstream Capital Management
Washington
$264K -$32.5K -148 -11%
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