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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
AF
301
Advisornet Financial
Minnesota
$406 – – –
EWA
302
EverSource Wealth Advisors
Alabama
$406 +$428 +2 New
ECM
303
Everence Capital Management
Indiana
$368 – – –
MCM
304
Manchester Capital Management
Vermont
$204 – – –
PA
305
Parallel Advisors
California
$203 -$428 -2 -67%
BAAM
306
Baker Avenue Asset Management
California
$203 +$214 +1 New
NIG
307
NFJ Investment Group
Texas
– -$3.9M -20,669 Closed
RBA
308
Richard Bernstein Advisors
New York
– -$2.87M -15,236 Closed
OQS
309
Occudo Quantitative Strategies
Florida
– -$1.12M -5,919 Closed
ETC
310
Exchange Traded Concepts
Oklahoma
– -$676K -3,586 Closed
VF
311
Virtu Financial
New York
– -$668K -3,540 Closed
TSS
312
Two Sigma Securities
New York
– -$700K -3,274 Closed
QT
313
Quantbot Technologies
New York
– -$405K -2,147 Closed
CC
314
Centiva Capital
New York
– -$399K -2,113 Closed
Cerity Partners
315
Cerity Partners
New York
– -$289K -1,530 Closed
SCM
316
Stonebridge Capital Management
California
– -$283K -1,500 Closed
SSA
317
Schonfeld Strategic Advisors
New York
– -$277K -1,468 Closed
ACM
318
Aquatic Capital Management
Illinois
– -$208K -1,100 Closed
Lazard Asset Management
319
Lazard Asset Management
New York
– -$81K -431 Closed
Group One Trading
320
Group One Trading
Illinois
– -$45.8K -214 Closed
IGWM
321
ICA Group Wealth Management
Colorado
– -$18.9K -100 Closed
CWC
322
Carolinas Wealth Consulting
North Carolina
– -$10.4K -55 Closed
CFO
323
CVA Family Office
Colorado
– -$9.43K -50 Closed
CAS
324
Coppell Advisory Solutions
Texas
– -$1.31K -7 Closed
2L
325
25 LLC
Missouri
– -$1.34K -6 Closed
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.