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364 hedge funds and large institutions have $3.2B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.74B → $3.2B (+$464M)

6% more funds holding

Funds holding: 342364 (+22)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

0.03% less ownership

Funds ownership: 92.87%92.84% (-0.03%)

51% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $32.8M

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
117
Closed
20
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$227K +$221K +880 New
PFS
252
Prospera Financial Services
Texas
$227K +$220K +879 New
VPIM
253
Vanguard Personalized Indexing Management
California
$225K +$219K +872 New
IWM
254
IHT Wealth Management
Illinois
$225K +$219K +872 New
AF
255
Allworth Financial
California
$212K -$6.02K -24 -3%
PP
256
Paloma Partners
Connecticut
$206K +$201K +800 New
TFG
257
Taylor Financial Group
Virginia
$206K +$201K +800 New
DADC
258
D.A. Davidson & Co
Montana
$205K +$199K +795 New
CT
259
Clearstead Trust
Maine
$200K -$55.9K -223 -22%
PD
260
Point72 (DIFC)
United Arab Emirates
$182K +$177K +704 New
NC
261
nVerses Capital
Florida
$181K +$25.1K +100 +17%
LWANC
262
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K
SO
263
STRS Ohio
Ohio
$155K -$125K -500 -45%
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$139K +$1.5K +6 +1%
SAM
265
Smartleaf Asset Management
Massachusetts
$134K +$27.6K +110 +27%
QCG
266
Quadrant Capital Group
Ohio
$122K +$752 +3 +0.6%
PAS
267
Point72 Asia (Singapore)
Singapore
$122K +$52.2K +208 +78%
SIC
268
Salem Investment Counselors
North Carolina
$119K
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$117K -$2.76K -11 -2%
KBC Group
270
KBC Group
Belgium
$115K +$24.8K +99 +29%
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
$112K +$52.9K +211 +93%
SOW
272
State of Wyoming
Wyoming
$111K -$102K -406 -49%
HNB
273
Huntington National Bank
Ohio
$108K -$251 -1 -0.2%
HIA
274
Harbor Investment Advisory
Maryland
$107K
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$103K +$41.4K +165 +71%

WDFC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2024, worth a combined $3.2B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WDFC positions and 20 closed out — a net gain of 23 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was APG Asset Management, cutting an estimated $43.9M.

  • 364 institutional investors held WD-40 (WDFC) as of Q3 2024, up from 342 in Q2 2024.
  • Funds reported $3.2B of WD-40 stock for Q3 2024, up 17% quarter-over-quarter.
  • 43 funds opened new WD-40 positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest WD-40 buyer in Q3 2024 was Ameriprise, an estimated $26.5M added.
  • The largest WD-40 seller in Q3 2024 was APG Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2024.