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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
HF
51
HRT Financial
New York
$6.7M +$3.74M +14,902 +135%
AllianceBernstein
52
AllianceBernstein
Tennessee
$6.13M +$1.92M +7,671 +48%
Stifel Financial
53
Stifel Financial
Missouri
$6.09M +$12.8K +51 +0.2%
WTC
54
WhitTier Trust Company
Nevada
$5.65M +$208K +830 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.36M -$169K -673 -3%
Two Sigma Investments
56
Two Sigma Investments
New York
$5.21M -$455K -1,814 -8%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$5.07M -$326K -1,300 -6%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$4.67M +$2.19M +8,738 +93%
Citigroup
59
Citigroup
New York
$4.63M +$1.78M +7,077 +65%
CIC
60
Crawford Investment Counsel
Georgia
$4.56M -$43.9K -175 -1%
WC
61
Westhampton Capital
North Carolina
$4.31M -$1.25K -5 -0%
Canada Life
62
Canada Life
Manitoba, Canada
$4.17M -$23.3K -93 -0.6%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$4.13M +$1.2M +4,775 +42%
Squarepoint
64
Squarepoint
New York
$4.1M -$4.54M -18,115 -53%
Prudential Financial
65
Prudential Financial
New Jersey
$3.96M -$128K -512 -3%
UBS Group
66
UBS Group
Switzerland
$3.8M +$1.02M +4,052 +38%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$3.64M -$7.71M -30,725 -69%
Victory Capital Management
68
Victory Capital Management
Texas
$3.62M -$204K -813 -5%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$3.61M -$978K -3,900 -22%
OWA
70
One Wealth Advisors
California
$3.43M -$75.2K -300 -2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$3.31M -$101K -404 -3%
Federated Hermes
72
Federated Hermes
Pennsylvania
$3.24M +$181K +722 +6%
DAC
73
Dividend Assets Capital
South Carolina
$3.17M +$209K +835 +7%
TYCC
74
Texas Yale Capital Corp
Florida
$2.95M +$10K +40 +0.4%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$2.93M +$23.6K +94 +0.8%

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.