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WD-40
WDFC

306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $2.34B → $2.53B (+$192M)

6% more funds holding

Funds holding: 288 → 306 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 92.48% → 91.36% (-1.1%)

20% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $29.5M

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.97M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.2M
2
Squarepoint
Squarepoint
New York
+$8.74M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.55M
4
Comerica Bank
Comerica Bank
Texas
+$6.55M
5
PAM
PineStone Asset Management
Quebec, Canada
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$18.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.5M
3
Ameriprise
Ameriprise
Minnesota
-$13.3M
4
BlackRock
BlackRock
New York
-$8.9M
5
APG Asset Management
APG Asset Management
Netherlands
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
76
Texas Yale Capital Corp
Florida
$2.3M +$3.85K +18 +0.2%
GF
77
Gabelli Funds
New York
$1.93M – – –
GCP
78
GSA Capital Partners
United Kingdom
$1.92M +$407K +1,901 +25%
Citigroup
79
Citigroup
New York
$1.89M -$560K -2,620 -22%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.88M -$1.42M -6,649 -42%
COPPSERS
81
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.84M -$1.34M -6,275 -41%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.72M -$104K -487 -5%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$1.72M -$65.9K -308 -4%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$1.66M +$1.75M +8,189 New
OLA
85
Oliver Luxxe Assets
New Jersey
$1.65M – – –
Osaic Holdings
86
Osaic Holdings
Arizona
$1.62M +$498K +2,331 +41%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.56M -$14.5K -68 -0.9%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$1.52M +$645K +3,015 +67%
TI
89
Trexquant Investment
Connecticut
$1.52M +$1.6M +7,466 New
AIG
90
American International Group
New York
$1.51M +$33.8K +158 +2%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$1.51M +$300K +1,401 +23%
Deutsche Bank
92
Deutsche Bank
Germany
$1.47M +$186K +869 +14%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$1.46M -$1.93K -9 -0.1%
MIM
94
MetLife Investment Management
New Jersey
$1.45M – – –
HW
95
Hancock Whitney
Mississippi
$1.45M -$63.1K -295 -4%
MP
96
McDonald Partners
Ohio
$1.44M – – –
AA
97
ALPS Advisors
Colorado
$1.42M +$696K +3,255 +87%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$1.4M -$42.8K -200 -3%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M +$292K +1,366 +25%
YCM
100
Yousif Capital Management
Michigan
$1.36M -$101K -471 -7%
2 3
4
5 6

WDFC Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2023, worth a combined $2.53B — up 8.2% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WDFC positions and 22 closed out — a net gain of 20 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 306 institutional investors held WD-40 (WDFC) as of Q3 2023, up from 288 in Q2 2023.
  • Funds reported $2.53B of WD-40 stock for Q3 2023, up 8.2% quarter-over-quarter.
  • 42 funds opened new WD-40 positions in Q3 2023 and 22 closed out, a net change of +20 holders.
  • The largest WD-40 buyer in Q3 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WD-40 seller in Q3 2023 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2023.