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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
FFA
276
Farther Finance Advisors
California
$890 – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$713 – – –
GWS
278
Glassman Wealth Services
Virginia
$712 – – –
2L
279
25 LLC
Missouri
$554 +$518 +3 New
SIC
280
SJS Investment Consulting
Ohio
$535 – – –
PA
281
Parallel Advisors
California
$534 – – –
DI
282
Disciplined Investments
Oklahoma
$534 +$173 +1 +50%
AF
283
Advisornet Financial
Minnesota
$356 +$173 +1 +100%
ECM
284
Everence Capital Management
Indiana
$322 -$1.73K -10 -0.5%
MCM
285
Manchester Capital Management
Vermont
$179 +$173 +1 New
GCM
286
Graham Capital Management
Connecticut
– -$1.75M -10,855 Closed
ECM
287
ExodusPoint Capital Management
New York
– -$1.66M -10,312 Closed
EP
288
Edgestream Partners
New Jersey
– -$1.52M -9,400 Closed
QT
289
Quantbot Technologies
New York
– -$1.04M -6,430 Closed
TSS
290
Two Sigma Securities
New York
– -$668K -3,872 Closed
HSBC Holdings
291
HSBC Holdings
United Kingdom
– -$605K -3,762 Closed
BF
292
BOK Financial
Oklahoma
– -$572K -3,547 Closed
Group One Trading
293
Group One Trading
Illinois
– -$480K -2,780 Closed
PFO
294
Pathstone Family Office
New Jersey
– -$296K -1,795 Closed
PAG
295
Private Advisor Group
New Jersey
– -$211K -1,570 Closed
FC
296
FORA Capital
Florida
– -$248K -1,541 Closed
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
– -$132K -824 Closed
WOSD
298
WFA of San Diego
California
– -$92.5K -574 Closed
SWA
299
Sutton Wealth Advisors
Florida
– -$32.2K -200 Closed
PWS
300
Paragon Wealth Strategies
Florida
– -$20K -124 Closed
9 10 11
12
13

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.