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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
VSQM
301
V-Square Quantitative Management
Illinois
$28.9K +$28.1K +112 New
FPB
302
First PREMIER Bank
South Dakota
$26K
HWM
303
Hemington Wealth Management
Virginia
$26K +$25.6K +102 New
Ohio Public Employees Retirement System (OPERS)
304
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.7K -$251 -1 -1%
ACM
305
Aster Capital Management
United Arab Emirates
$22.7K +$22.1K +88 New
TIM
306
Tortoise Investment Management
New York
$21.9K
GRP
307
Global Retirement Partners
California
$21.7K -$174K -693 -89%
PA
308
Parallel Advisors
California
$20.6K -$752 -3 -4%
FFA
309
Fairfield Financial Advisors
Massachusetts
$20.6K
TCOV
310
Trust Company of Vermont
Vermont
$19.3K
LC
311
Lindbrook Capital
California
$17.8K
Russell Investments Group
312
Russell Investments Group
United Kingdom
$17K -$167K -665 -91%
CA
313
Clearstead Advisors
Ohio
$15.5K
BCWM
314
Bartlett & Co Wealth Management
Ohio
$14.7K
CFO
315
CVA Family Office
Colorado
$13.4K
VCM
316
Versant Capital Management
Arizona
$12.4K
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
$12K
Bessemer Group
318
Bessemer Group
New Jersey
$12K +$4.01K +16 +57%
BBHC
319
Brown Brothers Harriman & Co
New York
$11.6K +$11.3K +45 New
S
320
SignatureFD
Georgia
$11.1K +$251 +1 +2%
ST
321
Smithfield Trust
Pennsylvania
$11K
BWP
322
Baldwin Wealth Partners
Massachusetts
$10.6K +$10.3K +41 New
LFA
323
LGT Financial Advisors
Texas
$9.8K
SA
324
SRH Advisors
Kansas
$8.77K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$8.51K

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.