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.
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
Top Buyers
| 1 |
Marshall Wace
London,
United Kingdom
|
+$10.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.89M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$7.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.18M |
| 5 |
HPWA
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
+$3.38M |
Top Sellers
| 1 |
Renaissance Technologies
New York
|
-$12.4M |
| 2 |
Neuberger Berman Group
New York
|
-$8.35M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.3M |
| 5 |
Man Group
London,
United Kingdom
|
-$4.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
301
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$18.5K | -115 | Closed |
|
|
MWM
302
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$11.3K | -70 | Closed |
|
303
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.19K | -57 | Closed |
|
|
NA
304
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5K | -31 | Closed |
|
|
IA
305
IFP Advisors
Tampa,
Florida
| – | -$3K | -11 | Closed |
|
|
BTI
306
Blue Trust Inc
Alpharetta,
Georgia
| – | +$518 | +3 | New |
|
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.