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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.

New
Increased
Maintained
Reduced
Closed

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: 306345 (+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: 11 (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

Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$14.4M +$12.5M +56,173 +1,428%
DDC
27
DF Dent & Co
Maryland
$14.3M -$3.51M -15,737 -21%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.7M +$365K +1,634 +3%
Two Sigma Investments
29
Two Sigma Investments
New York
$12.9M +$6.22M +27,846 +106%
N
30
Nuveen
North Carolina
$12.2M +$1.73M +7,768 +18%
Goldman Sachs
31
Goldman Sachs
New York
$12.1M -$2.34M -10,488 -17%
Jane Street
32
Jane Street
New York
$11.2M +$10M +44,841 +2,456%
Citadel Advisors
33
Citadel Advisors
Florida
$11.1M +$5.1M +22,830 +97%
JP Morgan Chase
34
JP Morgan Chase
New York
$10.9M -$164K -736 -2%
EAM
35
Eagle Asset Management
Florida
$10.8M +$163K +728 +2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$10.1M -$380K -1,702 -4%
RJA
37
Raymond James & Associates
Florida
$9.12M -$88.2K -395 -1%
WT
38
Whittier Trust
California
$9.11M +$220K +985 +3%
GI
39
GAMCO Investors
Connecticut
$9.05M -$112K -500 -1%
Legal & General Group
40
Legal & General Group
United Kingdom
$9.01M -$113K -507 -1%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$8.75M +$292K +1,310 +4%
Franklin Resources
42
Franklin Resources
California
$8.58M +$15.4K +69 +0.2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$8.34M +$7.34M +32,900 +1,645%
PAM
44
PineStone Asset Management
Quebec, Canada
$8.13M +$1.54M +6,900 +25%
ProShare Advisors
45
ProShare Advisors
Maryland
$8.08M -$1.17M -5,263 -13%
Stifel Financial
46
Stifel Financial
Missouri
$7.44M -$32.6K -146 -0.5%
Comerica Bank
47
Comerica Bank
Texas
$7.29M -$31.9K -143 -0.5%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$7.24M +$1.43M +6,394 +27%
CSS
49
Cubist Systematic Strategies
Connecticut
$7.02M +$5.94M +26,617 +972%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.73M +$2.54M +11,372 +68%

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.