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WD-40
WDFC

285 hedge funds and large institutions have $2.24B invested in WD-40 in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

12% more capital invested

Capital invested by funds: $1.99B → $2.24B (+$245M)

5% more funds holding

Funds holding: 271 → 285 (+14)

0.22% more ownership

Funds ownership: 93.08% → 93.3% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.6M

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
107
Reduced
69
Closed
21
Calls
$11.9M
Puts
$19.6M
Net Calls
-$7.72M
Net Calls Change
-$60K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.89M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.17M
4
Bank of America
Bank of America
North Carolina
+$4.18M
5
HPWA
Hall Private Wealth Advisors
North Carolina
+$3.38M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.35M
3
First Trust Advisors
First Trust Advisors
Illinois
-$7.21M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
Man Group
Man Group
United Kingdom
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$3.31M +$2.06M +11,908 +178%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.31M -$346K -2,005 -10%
DekaBank Deutsche Girozentrale
53
DekaBank Deutsche Girozentrale
Germany
$3.23M +$3.19M +18,500 New
WTC
54
WhitTier Trust Company
Nevada
$3.18M +$160K +928 +5%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$3.05M +$2.96M +17,121 New
WC
56
Westhampton Capital
North Carolina
$3.03M – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.03M -$51.6K -299 -2%
Truist Financial
58
Truist Financial
North Carolina
$2.92M +$199K +1,154 +8%
Prudential Financial
59
Prudential Financial
New Jersey
$2.92M -$85.6K -496 -3%
RC
60
Reik & Co
New York
$2.72M – – –
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$2.62M -$4.12M -23,850 -62%
Canada Life
62
Canada Life
Manitoba, Canada
$2.57M -$111K -642 -4%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.56M -$25.4K -147 -1%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.4M -$80.1K -464 -3%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.38M – – –
TD Asset Management
66
TD Asset Management
Ontario, Canada
$2.31M +$760K +4,400 +51%
TPSF
67
Texas Permanent School Fund
Texas
$2.17M +$528K +3,056 +33%
UBS AM
68
UBS AM
Illinois
$2.11M +$20K +116 +1%
LCM
69
Landscape Capital Management
New Jersey
$2.05M +$952K +5,512 +92%
TYCC
70
Texas Yale Capital Corp
Florida
$2M +$4.32K +25 +0.2%
Millennium Management
71
Millennium Management
New York
$1.9M -$2.41M -13,961 -57%
UBS Group
72
UBS Group
Switzerland
$1.85M +$640K +3,708 +55%
Deutsche Bank
73
Deutsche Bank
Germany
$1.72M +$458K +2,651 +38%
GF
74
Gabelli Funds
New York
$1.69M – – –
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.66M -$26.4K -153 -2%
1 2
3
4 5

WDFC Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2023, worth a combined $2.24B — up 12% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WDFC positions and 21 closed out — a net gain of 15 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.1M. The largest seller was Renaissance Technologies, cutting an estimated $12.4M.

  • 285 institutional investors held WD-40 (WDFC) as of Q1 2023, up from 271 in Q4 2022.
  • Funds reported $2.24B of WD-40 stock for Q1 2023, up 12% quarter-over-quarter.
  • 36 funds opened new WD-40 positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest WD-40 buyer in Q1 2023 was Marshall Wace, an estimated $10.1M added.
  • The largest WD-40 seller in Q1 2023 was Renaissance Technologies, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.