WD-40
WDFC
288 hedge funds and large institutions have $2.34B invested in WD-40 in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 29 closing their positions.
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
1% more funds holding
Funds holding: 285 → 288 (+3)
5% more capital invested
Capital invested by funds: $2.24B → $2.34B (+$103M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 93.3% → 92.48% (-0.82%)
6% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 88
56% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $28.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$12.2M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$6.63M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$6.59M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$6.15M |
| 5 |
Man Group
London,
United Kingdom
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.1M |
| 2 |
Neuberger Berman Group
New York
|
-$14.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.5M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.71M |
WDFC Hedge Fund Activity: Q2 2023 in Review
288 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2023, worth a combined $2.34B — up 4.6% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WDFC positions and 29 closed out — a net gain of 4 holders — while 83 added to existing stakes and 88 trimmed.
The largest buyer was Marshall Wace, adding an estimated $12.2M. The largest seller was Ameriprise, cutting an estimated $36.1M.
- 288 institutional investors held WD-40 (WDFC) as of Q2 2023, up from 285 in Q1 2023.
- Funds reported $2.34B of WD-40 stock for Q2 2023, up 4.6% quarter-over-quarter.
- 33 funds opened new WD-40 positions in Q2 2023 and 29 closed out, a net change of +4 holders.
- The largest WD-40 buyer in Q2 2023 was Marshall Wace, an estimated $12.2M added.
- The largest WD-40 seller in Q2 2023 was Ameriprise, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2023.