We are live on ! Find out more
WDFC icon

WD-40
WDFC

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.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

12% more capital invested

Capital invested by funds: $1.99B → $2.24B (+$245M)

5% more funds holding

Funds holding: 271 → 285 (+14)

0.22% more ownership

Funds ownership: 93.08% → 93.3% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.6M

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.54%
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
Marshall Wace
United Kingdom
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.89M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.17M
4
Bank of America
Bank of America
North Carolina
+$4.18M
5
HPWA
Hall Private Wealth Advisors
North Carolina
+$3.38M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.35M
3
First Trust Advisors
First Trust Advisors
Illinois
-$7.21M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
Man Group
Man Group
United Kingdom
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
226
Center for Financial Planning
Michigan
$53.4K – – –
WT
227
Washington Trust
Rhode Island
$53.4K – – –
DFCM
228
Dark Forest Capital Management
Puerto Rico
$52.7K +$51.1K +296 New
EBA
229
Eagle Bay Advisors
New York
$38.6K +$37.3K +216 +21,600%
AWM
230
Accel Wealth Management
Iowa
$37.8K +$173 +1 +0.5%
C
231
Covestor
United Kingdom
$33K +$3.8K +22 +13%
NSG
232
Nalls Sherbakoff Group
Tennessee
$30.5K +$30K +174 New
SOW
233
State of Wyoming
Wyoming
$26.7K +$1.55K +9 +6%
TWM
234
Tradition Wealth Management
Minnesota
$24K +$173 +1 +0.8%
MAWCM
235
Mine & Arao Wealth Creation & Management
California
$22.3K – – –
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$1.04K +6 +5%
FFA
237
Fairfield Financial Advisors
Massachusetts
$19K +$173 +1 +0.9%
FPB
238
First PREMIER Bank
South Dakota
$18K – – –
IGWM
239
ICA Group Wealth Management
Colorado
$17.8K – – –
NHT
240
New Hampshire Trust
New Hampshire
$17.8K – – –
TPCW
241
TD Private Client Wealth
New York
$16.2K – – –
TIM
242
Tortoise Investment Management
New York
$15.1K – – –
Baillie Gifford & Co
243
Baillie Gifford & Co
United Kingdom
$14.2K – – –
ONST
244
Old North State Trust
North Carolina
$13K – – –
LC
245
Lindbrook Capital
California
$12.6K +$345 +2 +3%
SC
246
Stephens Consulting
Michigan
$11.8K – – –
BCWM
247
Bartlett & Co Wealth Management
Ohio
$10.1K – – –
BC
248
Bartlett & Co
Ohio
$10K – – –
CWC
249
Carolinas Wealth Consulting
North Carolina
$9.79K – – –
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$9K +$8.63K +50 New
8 9
10
11 12

WDFC Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2023, worth a combined $2.24B — up 12% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WDFC positions and 21 closed out — a net gain of 15 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.1M. The largest seller was Renaissance Technologies, cutting an estimated $12.4M.

  • 285 institutional investors held WD-40 (WDFC) as of Q1 2023, up from 271 in Q4 2022.
  • Funds reported $2.24B of WD-40 stock for Q1 2023, up 12% quarter-over-quarter.
  • 36 funds opened new WD-40 positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest WD-40 buyer in Q1 2023 was Marshall Wace, an estimated $10.1M added.
  • The largest WD-40 seller in Q1 2023 was Renaissance Technologies, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.