We are live on ! Find out more
WDFC icon

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
Russell Investments Group
276
Russell Investments Group
United Kingdom
$8.95K – – –
DWMG
277
DB Wealth Management Group
California
$8.13K – – –
LFA
278
LGT Financial Advisors
Texas
$7.72K +$8.13K +38 New
HNB
279
Huntington National Bank
Ohio
$7.11K +$214 +1 +3%
SA
280
SRH Advisors
Kansas
$6.91K – – –
S
281
SignatureFD
Georgia
$6.3K – – –
PFBT
282
Parkside Financial Bank & Trust
Missouri
$5.89K -$3.63K -17 -37%
FHA
283
First Horizon Advisors
Tennessee
$5.49K – – –
IFAM
284
Institutional & Family Asset Management
Colorado
$4.88K – – –
BIA
285
Bell Investment Advisors
California
$4.67K -$1.07K -5 -18%
KFI
286
Key Financial Inc
Pennsylvania
$4.47K – – –
NA
287
NewEdge Advisors
Louisiana
$4.07K +$1.93K +9 +82%
BWL
288
Bogart Wealth LLC
Virginia
$3.25K – – –
FDCC
289
Foster Dykema Cabot & Co
Massachusetts
$3K – – –
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K +$2.78K +13 New
AAP
291
Arax Advisory Partners
Colorado
$2.24K -$1.07K -5 -31%
CFGS
292
Concourse Financial Group Securities
Alabama
$2.03K – – –
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.03K – – –
JWA
294
JFS Wealth Advisors
Pennsylvania
$1.63K +$214 +1 +14%
FFA
295
Farther Finance Advisors
California
$1.02K – – –
SFG
296
Steward Financial Group
Texas
$1K +$1.93K +9 New
GWS
297
Glassman Wealth Services
Virginia
$813 – – –
PWMG
298
Prestige Wealth Management Group
New Jersey
$813 – – –
SIC
299
SJS Investment Consulting
Ohio
$610 – – –
AWM
300
Abound Wealth Management
Tennessee
$407 – – –
10 11
12
13 14

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.