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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.

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
1
Morgan Stanley
New York
$131M
2
APG Asset Management
2
APG Asset Management
Netherlands
$379M
3
Man Group
3
Man Group
United Kingdom
$24.5M
4
Millennium Management
4
Millennium Management
New York
$14.4M
5
Jane Street
5
Jane Street
New York
$11.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.43M
2
Ameriprise
2
Ameriprise
Minnesota
$53.8M
3
GIP
3
Granite Investment Partners
California
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$145M
5
DDC
5
DF Dent & Co
Maryland
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$501M 2,093,986 +42,349 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$387M 1,617,462 +3,094 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$379M 1,752,234 +153,793 +10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$153M 640,859 -7,246 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$145M 605,299 -17,469 -3%
Morgan Stanley
6
Morgan Stanley
New York
$131M 548,512 +234,668 +75%
State Street
7
State Street
Massachusetts
$121M 507,449 +11,145 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$76.7M 320,659 +13,471 +4%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$75.2M 314,362 +3,117 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$71.8M 300,502 -3,238 -1%
Ameriprise
11
Ameriprise
Minnesota
$53.8M 225,176 -52,078 -19%
GCM
12
Geneva Capital Management
Wisconsin
$51.9M 217,281 -180 -0.1%
Northern Trust
13
Northern Trust
Illinois
$46.8M 195,731 +43,179 +28%
Renaissance Technologies
14
Renaissance Technologies
New York
$44.7M 187,061 -3,400 -2%
Principal Financial Group
15
Principal Financial Group
Iowa
$44.4M 185,621 -4,611 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.4M 144,005 -8,747 -6%
Charles Schwab
17
Charles Schwab
California
$32.5M 136,121 +2,765 +2%
Marshall Wace
18
Marshall Wace
United Kingdom
$30.6M 127,943 -49 -0%
Man Group
19
Man Group
United Kingdom
$24.5M 102,573 +102,573 New
Squarepoint
20
Squarepoint
New York
$23M 96,369 +29,239 +44%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$21.4M 89,636 -1,236 -1%
Wells Fargo
22
Wells Fargo
California
$21.1M 88,191 -1,542 -2%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$20.4M 85,392 -1,417 -2%
Norges Bank
24
Norges Bank
Norway
$19.7M 82,389 +35,567 +76%
Invesco
25
Invesco
Georgia
$16.8M 70,198 +10,357 +17%
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