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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
DDC
26
DF Dent & Co
Maryland
$17.3M +$3.6M +14,358 +27%
Invesco
27
Invesco
Georgia
$17.2M -$1.41M -5,613 -8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.1M +$416K +1,658 +3%
ProShare Advisors
29
ProShare Advisors
Maryland
$15.2M +$8.37M +33,384 +131%
JP Morgan Chase
30
JP Morgan Chase
New York
$13.9M +$2.69M +10,711 +25%
Millennium Management
31
Millennium Management
New York
$13.3M -$4.54M -18,111 -26%
EAM
32
Eagle Asset Management
Florida
$12.5M +$324K +1,293 +3%
N
33
Nuveen
North Carolina
$12.1M -$1.62M -6,476 -12%
WT
34
Whittier Trust
California
$11.2M +$454K +1,810 +4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$10.7M +$2.51K +10 +0%
PAM
36
PineStone Asset Management
Quebec, Canada
$10.5M +$426K +1,700 +4%
Bank of America
37
Bank of America
North Carolina
$10.1M +$3.87M +15,411 +65%
GI
38
GAMCO Investors
Connecticut
$9.75M
Legal & General Group
39
Legal & General Group
United Kingdom
$9.67M -$127K -507 -1%
Barclays
40
Barclays
United Kingdom
$9.57M +$7.03M +28,039 +310%
UBS AM
41
UBS AM
Illinois
$9.34M +$1.1M +4,394 +14%
Jane Street
42
Jane Street
New York
$8.84M +$3.55M +14,150 +70%
Franklin Resources
43
Franklin Resources
California
$8.02M -$22.3K -89 -0.3%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$7.81M +$2.39M +9,536 +46%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$7.44M -$52.9K -211 -0.7%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.43M -$251K -1,000 -3%
Comerica Bank
47
Comerica Bank
Texas
$7.42M -$86.3K -344 -1%
RJA
48
Raymond James & Associates
Florida
$7.4M -$95.8K -382 -1%
Citadel Advisors
49
Citadel Advisors
Florida
$6.98M -$1.71M -6,809 -20%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.83M -$50.2K -200 -0.7%

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.