WD-40
WDFC
345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
20% more capital invested
Capital invested by funds: $2.53B → $3.05B (+$516M)
13% more funds holding
Funds holding: 306 → 345 (+39)
3.93% more ownership
Funds ownership: 91.36% → 95.29% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 103
25% less call options, than puts
Call options by funds: $24.4M | Put options by funds: $32.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52.4M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$34.3M |
| 3 |
Man Group
London,
United Kingdom
|
+$22.9M |
| 4 |
Millennium Management
New York
|
+$12.5M |
| 5 |
Jane Street
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$74.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.6M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$7.02M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.9M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$3.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Holocene Advisors
New York
| – | -$918K | -4,515 | Closed |
|
|
LCM
352
Landscape Capital Management
Englewood,
New Jersey
| – | -$868K | -4,271 | Closed |
|
|
EHC
353
Everett Harris & Co
Los Angeles,
California
| – | -$813K | -4,000 | Closed |
|
|
CA
354
Clearstead Advisors
Cleveland,
Ohio
| – | -$555K | -2,729 | Closed |
|
|
GCM
355
Graham Capital Management
Rowayton,
Connecticut
| – | -$526K | -2,588 | Closed |
|
|
ATC
356
Argent Trust Co
Nashville,
Tennessee
| – | -$235K | -1,156 | Closed |
|
357
Walleye Capital
New York
| – | -$106K | -476 | Closed |
|
|
OA
358
Operose Advisors
Milwaukee,
Wisconsin
| – | -$14.6K | -72 | Closed |
|
|
LAS
359
LWM Advisory Services
Plantation,
Florida
| – | -$10.4K | -51 | Closed |
|
|
OLVIG
360
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.64K | -13 | Closed |
|
|
BAAM
361
Baker Avenue Asset Management
San Francisco,
California
| – | -$203 | -1 | Closed |
|
WDFC Hedge Fund Activity: Q4 2023 in Review
345 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2023, worth a combined $3.05B — up 20% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WDFC positions and 17 closed out — a net gain of 49 holders — while 100 added to existing stakes and 103 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was First Trust Advisors, cutting an estimated $74.1M.
- 345 institutional investors held WD-40 (WDFC) as of Q4 2023, up from 306 in Q3 2023.
- Funds reported $3.05B of WD-40 stock for Q4 2023, up 20% quarter-over-quarter.
- 66 funds opened new WD-40 positions in Q4 2023 and 17 closed out, a net change of +49 holders.
- The largest WD-40 buyer in Q4 2023 was Morgan Stanley, an estimated $52.4M added.
- The largest WD-40 seller in Q4 2023 was First Trust Advisors, an estimated $74.1M sold.
Based on aggregated 13F filings for Q4 2023.