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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
PWMG
351
Prestige Wealth Management Group
New Jersey
$1.03K
SIC
352
SJS Investment Consulting
Ohio
$774
CPA
353
Capital Performance Advisors
California
$774 +$752 +3 New
FNWA
354
Financial Network Wealth Advisors
Utah
$530
BC
355
Belmont Capital
California
$516
PWMG
356
Private Wealth Management Group
New Jersey
$516
FCA
357
FinTrust Capital Advisors
South Carolina
$516 +$502 +2 New
AWM
358
Abound Wealth Management
Tennessee
$258 -$251 -1 -50%
DJSG
359
D.J. St. Germain
Massachusetts
$258
MCM
360
Manchester Capital Management
Vermont
$258
CA
361
Claris Advisors
Missouri
$258 +$251 +1 New
DPW
362
DiNuzzo Private Wealth
Pennsylvania
$258 +$251 +1 New
MFG
363
Mendota Financial Group
Wisconsin
$258 +$251 +1 New
SSA
364
Schonfeld Strategic Advisors
New York
-$1.92M -8,749 Closed
PRC
365
Pearl River Capital
Michigan
-$1.33M -6,049 Closed
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
-$1.3M -5,912 Closed
TI
367
Trexquant Investment
Connecticut
-$1.19M -5,406 Closed
AFA
368
Abacus FCF Advisors
Florida
-$956K -4,352 Closed
SW
369
Simplicity Wealth
New Jersey
-$861K -3,920 Closed
UM
370
UniSuper Management
Australia
-$717K -3,263 Closed
MUAMU
371
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$549K -2,500 Closed
Teacher Retirement System of Texas
372
Teacher Retirement System of Texas
Texas
-$531K -2,416 Closed
NRD
373
Nebula Research & Development
New York
-$519K -2,365 Closed
ANTB
374
AMG National Trust Bank
Colorado
-$449K -2,042 Closed
VF
375
Virtu Financial
New York
-$375K -1,707 Closed

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.