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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$378M 2,122,028 -8,099 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M 1,638,824 -6,521 -0.4%
APG Asset Management
3
APG Asset Management
Netherlands
$268M 1,635,313 – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$145M 812,691 -48,362 -6%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$120M 671,737 +5,111 +0.8%
Ameriprise
6
Ameriprise
Minnesota
$94.4M 530,363 -30,695 -5%
State Street
7
State Street
Massachusetts
$87M 488,429 +9,135 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$73.2M 411,116 -41,746 -9%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$52.3M 293,949 +2,372 +0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$50.6M 284,361 +1,748 +0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$49.4M 277,492 +6,061 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$35.7M 200,706 +41,518 +26%
Morgan Stanley
13
Morgan Stanley
New York
$35.3M 198,411 +13,202 +7%
GCM
14
Geneva Capital Management
Wisconsin
$32.2M 181,084 +4,811 +3%
Renaissance Technologies
15
Renaissance Technologies
New York
$31M 174,376 -71,585 -29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$29.1M 163,568 -1,297 -0.8%
Northern Trust
17
Northern Trust
Illinois
$26.6M 149,156 +1,105 +0.7%
Norges Bank
18
Norges Bank
Norway
$23.6M 132,461 +6,607 +5%
Charles Schwab
19
Charles Schwab
California
$23M 129,438 +2,878 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$17.5M 98,153 +51,480 +110%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$15.6M 87,689 +4,276 +5%
Wells Fargo
22
Wells Fargo
California
$14.3M 80,244 +7,666 +11%
DDC
23
DF Dent & Co
Maryland
$13.7M 76,689 +7,693 +11%
Bank of America
24
Bank of America
North Carolina
$12.9M 72,550 +24,232 +50%
Marshall Wace
25
Marshall Wace
United Kingdom
$11.7M 65,723 +58,719 +838%
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