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WD-40
WDFC

342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 93.32% → 92.87% (-0.45%)

5% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 117

4% less funds holding

Funds holding: 356 → 342 (-14)

14% less capital invested

Capital invested by funds: $3.17B → $2.74B (-$433M)

26% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 46

84% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $62.8M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
111
Reduced
117
Closed
46
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$21.7M
2
Millennium Management
Millennium Management
New York
+$7.18M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.74M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.27M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$4.8M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$12.3M
2
Goldman Sachs
Goldman Sachs
New York
-$10.4M
3
Squarepoint
Squarepoint
New York
-$8.54M
4
BlackRock
BlackRock
New York
-$7.9M
5
Barclays
Barclays
United Kingdom
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
376
Harvest Fund Management
China
– -$14K -56 Closed
FIM
377
Fernwood Investment Management
Massachusetts
– -$13.7K -54 Closed
WB
378
Webster Bank
Connecticut
– -$10.1K -40 Closed
MG
379
Mather Group
Illinois
– -$5.02K -21 Closed
PSB
380
Piscataqua Savings Bank
New Hampshire
– -$5.07K -20 Closed
CTA
381
Colonial Trust Advisors
South Carolina
– -$4.05K -16 Closed
PCWA
382
Pacific Capital Wealth Advisors
California
– -$3.8K -15 Closed
VNA
383
Valley National Advisers
Pennsylvania
– -$3K -15 Closed
QL
384
Quarry LP
New York
– -$3.04K -12 Closed
DPW
385
DiNuzzo Private Wealth
Pennsylvania
– -$507 -2 Closed
PI
386
PEAK6 Investments
Illinois
– -$531 -2 Closed
TFM
387
TFC Financial Management
Massachusetts
– -$254 -1 Closed
12 13 14 15
16

WDFC Hedge Fund Activity: Q2 2024 in Review

342 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2024, worth a combined $2.74B — down 14% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WDFC and 34 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $21.7M. The largest seller was Principal Financial Group, cutting an estimated $12.3M.

  • 342 institutional investors held WD-40 (WDFC) as of Q2 2024, down from 356 in Q1 2024.
  • Funds reported $2.74B of WD-40 stock for Q2 2024, down 14% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q2 2024 and 46 closed out, a net change of -12 holders.
  • The largest WD-40 buyer in Q2 2024 was Ameriprise, an estimated $21.7M added.
  • The largest WD-40 seller in Q2 2024 was Principal Financial Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2024.