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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
AAM
276
Advisors Asset Management
Colorado
$103K -$2.26K -9 -2%
MHR
277
Matthew Hamilton Rosenberg
$95.2K
BSB
278
Bangor Savings Bank
Maine
$90.5K
NB
279
NBT Bank
New York
$90.3K +$87.8K +350 New
BTI
280
Blue Trust Inc
Georgia
$86.3K +$22.1K +88 +29%
SPIA
281
Steward Partners Investment Advisory
New York
$85.9K +$21.6K +86 +35%
LFG
282
Larson Financial Group
Missouri
$84.2K +$3.26K +13 +4%
GI
283
GAMMA Investing
California
$83.8K +$21.1K +84 +35%
MTIC
284
Missouri Trust & Investment Company
Missouri
$77.4K
WT
285
Washington Trust
Rhode Island
$77.4K
Canada Pension Plan Investment Board
286
Canada Pension Plan Investment Board
Ontario, Canada
$77.4K +$75.2K +300 New
CFM
287
Catalyst Funds Management
Australia
$77.4K +$75.2K +300 New
PS
288
Principal Securities
Iowa
$63.2K +$1.25K +5 +2%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$58.3K -$3.76K -15 -6%
C
290
Covestor
United Kingdom
$58K +$16.6K +66 +41%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$53.4K +$6.27K +25 +14%
Jones Financial Companies
292
Jones Financial Companies
Missouri
$51.8K +$32.6K +130 +183%
CFFP
293
Center for Financial Planning
Michigan
$51.6K
WOSD
294
WFA of San Diego
California
$51.6K
TC
295
Trust Company
Kansas
$43.3K +$42.1K +168 New
GSEP
296
Golden State Equity Partners
California
$38.7K +$37.6K +150 New
DekaBank Deutsche Girozentrale
297
DekaBank Deutsche Girozentrale
Germany
$35K -$82.8K -330 -71%
EBA
298
Eagle Bay Advisors
New York
$32.6K -$2.26K -9 -7%
TCPG
299
Trivant Custom Portfolio Group
California
$29.7K
AA
300
Ancora Advisors
Ohio
$29.7K

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.