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WD-40
WDFC

306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $2.34B → $2.53B (+$192M)

6% more funds holding

Funds holding: 288 → 306 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 92.48% → 91.36% (-1.1%)

20% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $29.5M

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.97M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.2M
2
Squarepoint
Squarepoint
New York
+$8.74M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.55M
4
Comerica Bank
Comerica Bank
Texas
+$6.55M
5
PAM
PineStone Asset Management
Quebec, Canada
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$18.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.5M
3
Ameriprise
Ameriprise
Minnesota
-$13.3M
4
BlackRock
BlackRock
New York
-$8.9M
5
APG Asset Management
APG Asset Management
Netherlands
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$50.2K – – –
CFFP
252
Center for Financial Planning
Michigan
$40.6K -$21.4K -100 -33%
WOSD
253
WFA of San Diego
California
$40.6K – – –
NSG
254
Nalls Sherbakoff Group
Tennessee
$35.6K +$214 +1 +0.6%
TWM
255
Tradition Wealth Management
Minnesota
$27K +$214 +1 +0.8%
MAWCM
256
Mine & Arao Wealth Creation & Management
California
$25.4K – – –
Ohio Public Employees Retirement System (OPERS)
257
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$855 -4 -4%
CFD
258
Creative Financial Designs
Indiana
$20.3K +$21.4K +100 New
FPB
259
First PREMIER Bank
South Dakota
$20K – – –
TPCW
260
TD Private Client Wealth
New York
$18.5K – – –
CIM
261
Contravisory Investment Management
Massachusetts
$17.5K – – –
TIM
262
Tortoise Investment Management
New York
$17.3K – – –
FFA
263
Fairfield Financial Advisors
Massachusetts
$16.3K -$6.2K -29 -27%
C
264
Covestor
United Kingdom
$16K -$10.3K -48 -39%
OA
265
Operose Advisors
Wisconsin
$14.6K +$15.4K +72 New
LC
266
Lindbrook Capital
California
$14K -$428 -2 -3%
SC
267
Stephens Consulting
Michigan
$13.5K – – –
BC
268
Bartlett & Co
Ohio
$12K – – –
BCWM
269
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
HFM
270
Harvest Fund Management
China
$11K +$12K +56 New
LAS
271
LWM Advisory Services
Florida
$10.4K +$10.9K +51 New
HGERS
272
Householder Group Estate & Retirement Specialist
Arizona
$10.2K +$10.7K +50 New
VCM
273
Versant Capital Management
Arizona
$9.76K -$855 -4 -8%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$9.55K +$3.85K +18 +62%
ST
275
Smithfield Trust
Pennsylvania
$9K – – –
9 10
11
12 13

WDFC Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2023, worth a combined $2.53B — up 8.2% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WDFC positions and 22 closed out — a net gain of 20 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 306 institutional investors held WD-40 (WDFC) as of Q3 2023, up from 288 in Q2 2023.
  • Funds reported $2.53B of WD-40 stock for Q3 2023, up 8.2% quarter-over-quarter.
  • 42 funds opened new WD-40 positions in Q3 2023 and 22 closed out, a net change of +20 holders.
  • The largest WD-40 buyer in Q3 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WD-40 seller in Q3 2023 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2023.